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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 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.

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.