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.

 

ContInfo

 

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

 

ContEdFeild

 

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

 

ContactOpt

 

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.