How to Create and Update Individuals in the Meeting Wizard Address Book

Meeting Wizard is an internet tool that makes organizing meetings related to setting meeting times and inviting attendees easier. The basic tool is free and requires that the meeting organizer and meeting invitees have email accounts. To start using the tool as a meeting organizer, you must sign-up for a free account by entering some personal information including your email address and selecting a password. Future logins will require the email and password to use the tool. The Address Book feature in this tool works like most address books or contact databases by allowing you to add new contacts or view existing contacts.

Difficulty: Easy

Instructions

Things You'll Need:

• Computer
• ISP
• Email
• Contact List

1. 
   meetingwizard.com

   Go to www.meetingwizard.com and select the option for Address Book. If you are not logged in, the system will require you do so before continuing

2. 
   Contact Screen

   A new window will open showing your address book. On the right side of the address book window, you will see that may Add new contacts or Modify your existing contacts.
   
   ADD NEW CONTACT: Add contacts by typing in their information details in the blank area on the right side and then clicking on the Add New link to save them. If you want to add more contacts after adding the first, you may wish to click on Clear to have a clean screen to input to.
   
   UPDATE EXISTING CONTACT: To view a contact, find them first by clicking the View option next to their email address on the left side of screen. If you have a long list, use the letters at the top of the left side to limit the list to emails starting with only the letter you select. Once the contact displays on the right, you may editing contact details and you should click Save Changes to keep the updates.
   After you view an individual contact’s information, you may see a new link of Lazy Update. If you do not have all the information for this contact and desire to have all applicable fields completed, you nay use this new link to send an email to the contact asking them to input their own data! A window will open for you to confirm you want to send a message, after confirming a message will display saying “An e-mail has been sent.”
   
   DELETE EXISTING CONTACT: Once you view a contact on the right, you may also select the link to Delete, if you no longer want them in the address book.

3. 
   Close Window

   When you are done working with the address book, close the window using the “X” in upper right corner of window. Be sure to logout when you have finished with Meeting Wizard.

Tips & Warnings

• If you already have your contacts in another address book, then you may be able to import them instead of inputting all your existing contact data. However, you are only allowed to import email addresses into Meeting Wizard, so you may still have some manual entry or you can do “Lazy Update” if you want more contact data in this address book. The import feature is a 3 step process that is outlined when you choose the tool you wish to import from. Available import options include: Outlook, Netscape Messenger, Yahoo, Excel, Word, and CSV or TXT files. If you have problems with your import, be sure to read the Troubleshooting tips at the bottom of the 3 step screen.
• DO NOT use the Delete All Contacts link unless you really want to erase your entire address book

Resources

• Meeting Wizard
• Meeting Tips
• How to Use the Meeting Wizard Tool to Plan a Meeting Date