Search found 8 matches

by CHB
Thu Mar 04, 2021 9:42 pm
Forum: Support
Topic: How To Import .csv File as Child Task
Replies: 2
Views: 591

Re: How To Import .csv File as Child Task

Ok. Thanks for the prompt reply. All the best.
by CHB
Thu Mar 04, 2021 6:42 pm
Forum: Support
Topic: How To Import .csv File as Child Task
Replies: 2
Views: 591

How To Import .csv File as Child Task

I am trying to import a .CSV delimited file into EssentialPIM PRO as a child task. My steps are as follows:

File > Import > Tasks > Comma Separated Values (*.csv)... (then follow the prompts).

The issue is that the records get imported as Root Tasks, but I want to import them as Child Tasks ...
by CHB
Wed Dec 11, 2019 10:46 pm
Forum: Support
Topic: IMAP Email Connection To Microsoft Office 365
Replies: 4
Views: 1722

IMAP Email Connection To Microsoft Office 365

I am currently using EPIM Pro Portable v.8.6.1; trying to setup my mail module for IMAP access to Microsoft Office 365. My Office 365 settings work fine with my Outlook desktop. However, there appears to be something amiss when I try to configure access via EPIM.

The steps I have taken so far are ...
by CHB
Wed Dec 11, 2019 7:44 am
Forum: Cloud and Outlook Synchronization
Topic: Email Account from Exchange outlook 365
Replies: 3
Views: 3882

Re: Email Account from Exchange outlook 365

I have an issue that looks similar to the one mentioned in this topic. I am currently using EPIM Pro Portable v.8.6.1; trying to setup my mail module for IMAP access to Microsoft Office 365. My Office 365 settings work fine with Outlook, but there appears to be something amiss when I try to ...
by CHB
Sat Jan 12, 2019 7:39 pm
Forum: Support
Topic: Setting the order of fields
Replies: 5
Views: 2282

Re: Setting the order of fields in the Additional Fields Group

Ok, thanks. I'm working on the issue again this morning. Unfortunately, I find the random order of the items in the "Additional Fields" group to be quite distracting. Given your explanation, I am trying to determine a workaround. I thought perhaps I could simply "X" out the items to hide them (with ...
by CHB
Sat Jan 12, 2019 4:25 am
Forum: Support
Topic: Setting the order of fields
Replies: 5
Views: 2282

Re: Setting the order of fields

Max wrote: Thu Oct 04, 2018 9:18 pm Hello,

this is by design. There is no way to change order of fields in "Contact" view currently.
Thanks for the clarification. I've wondered about this for some time. Any plans to add a Contact view "change order" feature in the future?
by CHB
Mon Aug 20, 2018 2:18 am
Forum: General Discussion
Topic: Interlinking and Database Size
Replies: 3
Views: 9792

Re: Interlinking and Database Size


we have seen 1-2GB databases in actual use. It really depends on your disk, if that's SSD,- database can be multiple gigabytes without any sacrifice in speed.



With as many contacts you have, I would think, you use EPIM for business. And for business version I would simply expect to handle ...
by CHB
Sat Aug 18, 2018 7:02 am
Forum: General Discussion
Topic: Interlinking and Database Size
Replies: 3
Views: 9792

Interlinking and Database Size

Hi everyone. As a new user of EssentialPIM Pro I am wondering how large I can expect to go without sacrificing speed and efficiency. I selected this application because I was looking for a simple desktop solution minus all the "extras" you find with so many other CRMs these days. Yes, I know this is ...