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Adding a contact |
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Contacts can hold all of your contacts. It supports Groups, unlimited custom fields, sorting and multiple views.
To add a contact press Add Contact button in the Actions bar. Enter the data for your contact, in the pop-up window. Select from different tabs in the contact edit window to enter Personal Info, Business and Notes.

Custom fields
To add a custom field, click on a Add field button. Enter the name for the field and data type which will be stored in it. There are flowing data types available for contact fields:
- Text/Number - standard text format which could contain any text or number info
- Date - stores date

Show as task using category enabled will automatically create annual event in Calendar.
Show at the bottom of the Calendar module option adds a notification to Calendar 3 days before event.
- Drop-down list - creates drop-down list with values in corresponding field
- Yes/No - creates drop-down with two logical values like Yes/No, True/False, On/Off or custom use values
- Check box - standard check box
Contacts can hold pictures and photos, for each contact (Contact Info -> Picture). You can later export the picture from EssentialPIM Pro to your hard drive again (Save...)
Contacts options
Contacts options are available under Tools -> Options -> Contacts

Show grid lines in main window - enables grid in contacts list
Show grid lines in preview - enables grid in preview tabs at the bottom of Contacts view
Show 'All' tab - enables tab that shows all info entered in Personal and Business tabs.
Show empty fields in preview - enables/disables displaying of empty fields in Personal and Business preview tabs at the bottom of the screen.
Remember last active tab for individual contacts - remembers what tab was used for each contact and opens it by default.