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 appointment 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...)

 

To search a contact

Start writing in the Find field. You can also limit the search to a certain field by choosing specified field from In Field drop down menu.

 

ContFind

 

To change the fields

Shown in the main window, right-click on the names of the fields in the window and put check on the field that needs to be shown. If you need to change many fields, right-click on fields names and choose Customize.

 

To edit a contact

Double-click on it in the main view. A separate window listing contacts details will open. Edit any of the fields and press OK.

 

To sort contacts

Click on the name of the field in the main view, according to which it needs to be sorted.