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Merge pull request AY2324S1-CS2103T-F12-4#159 from qz1004/update-ug
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| layout: page | ||
| title: OutBook User Guide | ||
| --- | ||
| # OutBook | ||
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| ## About OutBook | ||
| OutBook is an app that allows freelance insurance agents to manage their numerous contacts and meeting schedule. It is optimised for Command Line Interface (CLI) and aims to significantly reduce the time needed for organizational tasks. | ||
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| This guide is to help you explore and learn about what are its features and how to use them. | ||
| Outbook has 2 lists which are used to track contacts and meetings respectively. These list can be filtered to show the specific data you need. | ||
| It is able to add, edit and delete any contacts and meetings you want. As well as add custom remarks and tags for your specific needs. | ||
| This guide aims to help you explore its features and learn how to use them. | ||
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| ## Key Features | ||
| To help you simplify and streamline the process of organizing your contacts and meeting schedule, our application provides these easy-to-use and efficient features: | ||
| 1. **Client Information Management**: Easily store, access and modify client details such as contact number, email and last contacted time. Add status, custom tags and remarks to organize your clients according to your preference. | ||
| 2. **Meeting Schedule and Information Management**: Keep track of where and when your meetings are, and who you are meeting, to ensure you never miss an important appointment. | ||
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| Managing clients and a busy schedule have never been easier. With OutBook, all you need is a keyboard and a few seconds to type in short commands! | ||
| <div style="page-break-after: always;"></div> | ||
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| # Table of Contents | ||
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| - Table of Contents | ||
| {:toc} | ||
| - [Quick Start](#quick-start) | ||
| - [Navigating OutBook](#navigating-outbook) | ||
| - [Features](#features) | ||
| - [Contact Commands](#contact-commands) | ||
| - [Adding a contact: `addc`](#adding-a-contact--addc) | ||
| - [Listing all persons: `listc`](#listing-all-persons--listc) | ||
| - [Deleting a person: `deletec`](#deleting-a-person--deletec) | ||
| - [Editing a contact: `editc`](#editing-a-contact--editc) | ||
| - [Viewing detailed contact information: `viewc`](#viewing-detailed-contact-information--viewc) | ||
| - [Finding persons using contact fields: `findc`](#search-for-persons-using-contact-fields--findc) | ||
| - [Meeting Commands](#meeting-commands) | ||
| - [Adding a meeting: `addm`](#adding-a-meeting--addm) | ||
| - [Listing all meetings: `listm`](#listing-all-meetings--listm) | ||
| - [Deleting a meeting: `deletem`](#deleting-a-meeting--deletem) | ||
| - [Editing a meeting: `editm`](#editing-a-meeting--editm) | ||
| - [Viewing detailed meeting information: `viewm`](#viewing-detailed-meeting-information--viewm) | ||
| - [Finding meetings using meeting fields: `findm`](#search-for-meetings-using-meeting-fields--findm) | ||
| - [Adding contact to meeting: `addmc`](#add-contact-to-meeting--addmc) | ||
| - [Removing contact from meeting: `rmmc`](#remove-contact-from-meeting--rmmc) | ||
| - [Marking a meeting as complete : `mark`](#marking-a-meeting-as-complete--mark) | ||
| - [Miscellaneous Commands](#miscellaneous-commands) | ||
| - [Clearing all entries: `clear`](#clearing-all-entries--clear) | ||
| - [Exiting the program: `exit`](#exiting-the-program--exit) | ||
| - [Saving the data](#saving-the-data) | ||
| - [Editing the data file](#editing-the-data-file) | ||
| - [Command Summary](#command-summary) | ||
| - [FAQ](#faq) | ||
| - [Known issues](#known-issues) | ||
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| --- | ||
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| 4. Open a command terminal, `cd` into the folder you put the jar file in, and use the `java -jar OutBook.jar` command to run the application.<br> | ||
| A GUI similar to the below should appear in a few seconds. Note how the app contains some sample data.<br> | ||
|  | ||
| <br/><br/><br/><br/><br/><br/><br/><br/> | ||
| 5. Type the command in the command box and press Enter to execute it. e.g. typing **`help`** and pressing Enter will open the help window.<br> | ||
| 5. Type a command in the command box and press Enter to execute it. e.g. typing **`help`** and pressing Enter will open the help window.<br> | ||
| Some example commands you can try: | ||
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| - `listc` : Lists all contacts. | ||
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| - `exit` : Exits the app. | ||
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| 6. Refer to the [Features](#features) below for details of each command. | ||
| 6. Refer to the [Features](#features) below for details of each command. | ||
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| Return to the [Table of Contents](#table-of-contents) | ||
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| --- | ||
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| # Navigating OutBook | ||
|  | ||
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| | Name | Function | | ||
| |---------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ||
| | Command Box | Enter your commands here | | ||
| | Status Box | Displays the results after a command is executed | | ||
| | Contacts List | Displays contact details | | ||
| | Meetings List | Displays meetings that are scheduled | | ||
| | Details List | Displays all the fields of a contact and/or meeting in full detail, completed with labels. Use [viewc](#viewing-detailed-contact-information--viewc)/[viewm](#viewing-detailed-meeting-information--viewm) to specify the contact/meeting to display. | | ||
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| Return to the [Table of Contents](#table-of-contents) | ||
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| --- | ||
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| <div style="page-break-after: always;"></div> | ||
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| ## Contact commands | ||
| ## Contact Commands | ||
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| ### Adding a contact: `addc` | ||
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| ### Listing all persons : `listc` | ||
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| Shows a list of all contacts in OutBook. Contacts are sorted by `LAST_CONTACTED_TIME` by default. | ||
| Shows an unfiltered list of all contacts in OutBook. Contacts are sorted by `LAST_CONTACTED_TIME` by default. | ||
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| Format: `listc` | ||
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| Examples: | ||
| - `viewc 2` Displays detailed information related to the 2nd contact on the list. | ||
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| <br/><br/><br/><br/> | ||
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| ### Search for persons using contact fields: `findc` | ||
| ### Finding persons using contact fields: `findc` | ||
| Find persons whose contact details match the keywords specified for at least 1 of these fields: `NAME`, `PHONE_NUMBER`, `EMAIL`, `STATUS`, `TAG`. | ||
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| Format: `findc [n/KEYWORDS] [p/KEYWORDS] [e/KEYWORDS] [lc/DATETIME] [s/KEYWORDS] [t/KEYWORDS]` | ||
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| ## Meeting commands | ||
| ## Meeting Commands | ||
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| ### Adding a meeting: `addm` | ||
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| ### Listing all meetings : `listm` | ||
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| Shows a list of all meetings in OutBook. Meetings are sorted by `START` by default. | ||
| Shows an unfiltered list of all meetings in OutBook. Meetings are sorted by `START` by default. | ||
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| Format: `listm` | ||
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| ### Search for Meetings using meeting fields: `findm` | ||
| ### Finding meetings using meeting fields: `findm` | ||
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| Find meetings with details matching the keywords you specified for at least 1 of these fields: `TITLE`, `LOCATION`, `ATTENDEE_NAME`, `TAG`; and falls within the `START` and `END` time you give. | ||
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| Examples: | ||
| - `listm` followed by `mark 2` marks the 2nd meeting in the results of the `listm` command. | ||
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| ## Miscellaneous Commands | ||
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| ### Clearing all entries : `clear` | ||
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| Clears all entries from the displayed list in OutBook. | ||
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| If your changes to the data file makes its format invalid, OutBook will discard all data and start with an empty data file at the next run. Hence, it is recommended to take a backup of the file before editing it. | ||
| </div> | ||
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| Return to the [Table of Contents](#table-of-contents) | ||
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| --- | ||
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| <div style="page-break-after: always;"></div> | ||
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| ## Command summary | ||
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| | Action | Format, Examples | | ||
| |---------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ||
| | **Add contact** | `addc n/NAME p/PHONE_NUMBER e/EMAIL [lc/LAST_CONTACTED_TIME] [r/REMARK] [t/TAG]…` <br> e.g., `addc n/James Ho p/22224444 e/[email protected] lc/09.09.2023 0000 t/friend t/colleague` | | ||
| | **Add contact to meeting** | `addmc MEETING_INDEX CONTACT_INDEX` <br> e.g., `addmc 2 1` | | ||
| | **Add meeting** | `addm m/TITLE a/LOCATION s/START e/END [t/TAG]…` <br> e.g., `addm m/Lunch a/Cafeteria s/20.09.2023 1200 e/20.09.2023 1300` | | ||
| | **Clear** | `clear` | | ||
| | **Delete contact** | `deletec INDEX` <br> e.g., `deletec 3` | | ||
| | **Delete meeting** | `deletem INDEX` <br> e.g., `deletem 3` | | ||
| | **Edit contact** | `editc INDEX [n/NAME] [p/PHONE_NUMBER] [e/EMAIL] [lc/LAST_CONTACTED_TIME] [r/REMARK] [t/TAG]…`<br> e.g.,`editc 2 n/James Lee e/[email protected]` | | ||
| | **Edit meeting** | `editm INDEX [m/TITLE] [a/LOCATION] [s/START] [e/END] [t/TAG]…`<br> e.g.,`editm 1 a/Hawker Centre s/15.09.2023 1500` | | ||
| | **Find contact** | `findc [n/KEYWORDS] [p/KEYWORDS] [e/KEYWORDS] [lc/LAST_CONTACTED_TIME] [s/KEYWORDS] [t/KEYWORDS]` <br> e.g., `findc n/James Jake s/active claimant` | | ||
| | **Find meeting** | `findm [m/KEYWORDS] [a/KEYWORDS] [t/KEYWORDS] [n/ATTENDEE_NAME] [s/START e/END]` <br> e.g., `findm m/Zoom Meet s/09.09.2023 0000 e/09.10.2023 0000` | | ||
| | **Help** | `help` | | ||
| | **List contacts** | `listc` | | ||
| | **List meetings** | `listm` | | ||
| | **Remove contact from meeting** | `rmmc MEETING_INDEX ATTENDEE_INDEX` <br> e.g., `rmmc 2 2` | | ||
| | **View contact details** | `viewc INDEX` <br> e.g., `viewc 4` | | ||
| | **View meeting details** | `viewm INDEX` <br> e.g., `viewm 4` | | ||
| | **Exit** | `exit` | | ||
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| Return to the [Table of Contents](#table-of-contents) | ||
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| --- | ||
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| <div style="page-break-after: always;"></div> | ||
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| ## FAQ | ||
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| **Q**: How do I transfer my data to another Computer?<br> | ||
| **A**: Install the app in the other computer and overwrite the empty data file it creates with the file that contains the data of your previous OutBook home folder. | ||
| **A**: Follow these steps: | ||
| 1. Install the app in the other computer. An empty data file will be created in the same folder that the app is in. | ||
| 2. Overwrite this empty data file with the file that contains the data of your previous OutBook home folder. | ||
| 3. Your transferred data should now be visible upon launching OutBook. | ||
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| Return to the [Table of Contents](#table-of-contents) | ||
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| --- | ||
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| ## Known issues | ||
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| 1. **When using multiple screens**, if you move the application to a secondary screen, and later switch to using only the primary screen, the GUI will open off-screen. The remedy is to delete the `preferences.json` file created by the application before running the application again. | ||
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| --- | ||
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| <div style="page-break-after: always;"></div> | ||
| Return to the [Table of Contents](#table-of-contents) | ||
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| ## Command summary | ||
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| | Action | Format, Examples | | ||
| |---------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | ||
| | **Add contact** | `addc n/NAME p/PHONE_NUMBER e/EMAIL lc/LAST_CONTACTED_TIME [r/REMARK] [t/TAG]…` <br> e.g., `addc n/James Ho p/22224444 e/[email protected] lc/09.09.2023 0000 t/friend t/colleague` | | ||
| | **Add contact to meeting** | `addmc MEETING_INDEX CONTACT_INDEX` <br> e.g., `addmc 2 1` | | ||
| | **Add meeting** | `addm m/TITLE a/LOCATION s/START e/END [t/TAG]…` <br> e.g., `addm m/Lunch a/Cafeteria s/20.09.2023 1200 e/20.09.2023 1300` | | ||
| | **Clear** | `clear` | | ||
| | **Delete contact** | `deletec INDEX` <br> e.g., `deletec 3` | | ||
| | **Delete meeting** | `deletem INDEX` <br> e.g., `deletem 3` | | ||
| | **Edit contact** | `editc INDEX [n/NAME] [p/PHONE_NUMBER] [e/EMAIL] [lc/LAST_CONTACTED_TIME] [r/REMARK] [t/TAG]…`<br> e.g.,`editc 2 n/James Lee e/[email protected]` | | ||
| | **Edit meeting** | `editm INDEX [m/TITLE] [a/LOCATION] [s/START] [e/END] [t/TAG]…`<br> e.g.,`editm 1 a/Hawker Centre s/15.09.2023 1500` | | ||
| | **Find contact** | `findc [n/KEYWORDS] [p/KEYWORDS] [e/KEYWORDS] [lc/LAST_CONTACTED_TIME] [s/KEYWORDS] [t/KEYWORDS]` <br> e.g., `findc n/James Jake s/active claimant` | | ||
| | **Find meeting** | `findm [m/KEYWORDS] [a/KEYWORDS] [t/KEYWORDS] [n/ATTENDEE_NAME] [s/START e/END]` <br> e.g., `findm m/Zoom Meet s/09.09.2023 0000 e/09.10.2023 0000` | | ||
| | **Help** | `help` | | ||
| | **List contacts** | `listc` | | ||
| | **List meetings** | `listm` | | ||
| | **Remove contact from meeting** | `rmmc MEETING_INDEX ATTENDEE_INDEX` <br> e.g., `rmmc 2 2` | | ||
| | **View contact details** | `viewc INDEX` <br> e.g., `viewc 4` | | ||
| | **View meeting details** | `viewm INDEX` <br> e.g., `viewm 4` | | ||
| | **Exit** | `exit` | | ||
| --- | ||
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