Contact tree

Support related problems and questions

Moderators: Max, TerryRogers

epim-user
Novice
Posts: 37
Joined: Fri Sep 06, 2013 7:44 am
Been thanked: 1 time

Contact tree

Post by epim-user »

Hello,

again I struggle with other problems now.

Contacts:

In the Tree-View I see a node "My Contacts" and "Collected Addresses". How to add another node i.e. "hotels".

Reason for that is, that I want to sort my hotels by country like that:

Hotels
|----USA
|----Spain
|----China
|----Russia

How is this possible. I did not find a way to add an additional node.
EPIM pro 7.54 user

Max
Site Admin
Posts: 21711
Joined: Wed Dec 08, 2004 11:39 pm
Has thanked: 820 times
Been thanked: 363 times
Contact:

Re: Contact tree

Post by Max »

I suppose you are using Pro version. In this case use "Add Group" menu on the left panel.
Maxim,
EPIM Team

epim-user
Novice
Posts: 37
Joined: Fri Sep 06, 2013 7:44 am
Been thanked: 1 time

Re: Contact tree

Post by epim-user »

Hi Max,

thx, yes I use the pro version. But your proposal will also not work. Because I need a main node like "My Contacts" and
not a subnode.

This is the structure I need:

My Contacts
|----private
|----business
|----others

Hotels
|----USA
|----Spain
|----China
|----Russia
EPIM pro 7.54 user

Max
Site Admin
Posts: 21711
Joined: Wed Dec 08, 2004 11:39 pm
Has thanked: 820 times
Been thanked: 363 times
Contact:

Re: Contact tree

Post by Max »

There is no such feature.
Maxim,
EPIM Team

Texter
Guru
Posts: 402
Joined: Fri Jan 01, 2010 9:24 pm
Location: Germany
Has thanked: 14 times
Been thanked: 117 times

Re: Contact tree

Post by Texter »

This is my Structure
My Contacts
>Hotels
>>USA
>>Spain
>>China
>>Russia
>Private
>> Family
>> Friends
>others

If i understand you right i have the same "problem" but solved it with another subfolder.
So A contact which shares my Family-Folder is member of the group "Private" AND "Family"
Epim-User since 12/2007 - changed to pro later - never change a running system - now Epim Lifetime.
Running latest* Epim Pro Portable on a Lenovo T440p with Win 10 64bit.
*including RC`s
spoken languages: German / English

User avatar
PeCe
Guru
Posts: 1265
Joined: Tue Jul 13, 2010 1:49 pm
Location: Spakenburg, Netherlands
Has thanked: 77 times
Been thanked: 262 times

Re: Contact tree

Post by PeCe »

Texter how did you create these subgroups ? As far as I know this is not possible, at least I can not find how to do that. Contacts and passwords both allow addition of groups, but not subgroups.
In Notes or Tasks, yes there you can create subgroups, but not in the fore-mentioned two groups.

Another remark, thanks to the poster of this topic :) , is that I started thinking about the name of My contacts (and my passwords). I now think it should be Contacts Base and Passwords Base (or a better synonym). In my Dutch translation file I changed these two name of My contacts and my passwords.

epim-user;
As long as subgroups is not possible (or we do not know how to create them), there is only one, not to pretty BUT working solution.
My Contacts
Contacts--private
Contacts--business
Contacts--others
Hotels--USA
Hotels--USA--California
Hotels--USA--Florida
Hotels--Spain
Hotels--China
Hotels--Russia

Create labels in which you use the base and subgroup (possible sub-subgroup) names.
To make it better visible add seperators between the group names, spaces are also possible but can be confusing if you also would have names with spaces in them.
Peter Tak
The Netherlands
Moderator and Dutch translator for EPIM
EPIM Pro portable 9.00 // Android EPIM 5.7.3

Texter
Guru
Posts: 402
Joined: Fri Jan 01, 2010 9:24 pm
Location: Germany
Has thanked: 14 times
Been thanked: 117 times

Re: Contact tree

Post by Texter »

Hi, thank you for asking. I just tried it again.
The solution is quite simple:
create the group and move it via drag&drop into your desired folder.
In this way you can rearrange and create your "folder system" or "contact tree" by yourself:

My Contacts (by default)
My Contacts - Group
My Contacts - Group - Subgroup
My Contacts - Group - Subgroup - Subsubgroup
(in addition as many groups, subgroups an susubgroups you like)

edit: grammar
Last edited by Texter on Mon Sep 30, 2013 12:54 pm, edited 2 times in total.
Epim-User since 12/2007 - changed to pro later - never change a running system - now Epim Lifetime.
Running latest* Epim Pro Portable on a Lenovo T440p with Win 10 64bit.
*including RC`s
spoken languages: German / English

User avatar
PeCe
Guru
Posts: 1265
Joined: Tue Jul 13, 2010 1:49 pm
Location: Spakenburg, Netherlands
Has thanked: 77 times
Been thanked: 262 times

Re: Contact tree

Post by PeCe »

Okay, drag and drop works, great, learned something new. :)

So there are no commands in the menu, but you can create subgroups. That way my remark about changing my contacts and my passwords to base contacts and base passwords (or all contacts and all passwords) makes more sense for me.

Without drag and drop the solution to the question of epim-user is;
My Contacts (contacts base)
Contacts--private
Contacts--business
Contacts--others
Hotels--USA
Hotels--USA--California
Hotels--USA--Florida
Hotels--Spain
Hotels--China
Hotels--Russia

with drag and drop epim-user should be able to create the structure he wants.
Without drag and drop the solution to the question of epim-user is;
My Contacts (contacts base)
|--Contacts
|--private
|--business
|--others
|--Hotels
|--USA
|--USA
|--California
|--Florida
|--Spain
|--China
|--Russia

With multiple selection you can show a hotel in California in the groups California, USA and Hotels.
Default will all contacts be shown in the base (my) contacts.
Peter Tak
The Netherlands
Moderator and Dutch translator for EPIM
EPIM Pro portable 9.00 // Android EPIM 5.7.3

epim-user
Novice
Posts: 37
Joined: Fri Sep 06, 2013 7:44 am
Been thanked: 1 time

Re: Contact tree

Post by epim-user »

Hi,

thanks to all for replies, drag and drop works for me fine at the moment.

Makes my daily business a bit more comfortable :D
EPIM pro 7.54 user

Chris17
Novice
Posts: 10
Joined: Sat Jul 20, 2019 5:02 pm

Re: Contact tree

Post by Chris17 »

I use EPIM Pro 90 RC1 and RC2.
Today I have to deal with exporting some grouped items to a new epim-file.
I have three main-groups with each one or two levels of subgroups. (maingroup means the next level behind "My Contacts" or "My Passwords").

Now I wan´t to export one of the main-groups with all it´s sub-group-items. But there is a problem:
It is not so as PeCe told: If I mark a couple of subgroups, there would be shown all the items of the marked groups!?
I only see the items of the latest group marked.

Further, the items only contains the smallest level of subgroup in their groups-field. There are not all groups of the tree they belong to.

This is why export of a complete maingroup doesn´t run.
And why it is difficult to search: If I search in a maingroup for an item using the search-field, search will only be done in the maingroup but not in his subgroups.

What is the sense by this? Normally, the complete group-path for an item should be contained in its group-field. Otherwise - if I have two subgroups with the same name - I can´t recognize to which tree an item belongs to.
If there is no sense, I want to suggest to take the whole path in the groups-field if all items.

Max
Site Admin
Posts: 21711
Joined: Wed Dec 08, 2004 11:39 pm
Has thanked: 820 times
Been thanked: 363 times
Contact:

Re: Contact tree

Post by Max »

Hello,

1.- I could not reproduce the problem with export. Please post screenshots how exactly you do an export
2.- Search works in selected group, we will see if that needs to be improved
3.- I agree, that "Membership" field should contain the full path to the group- will fix that.
Maxim,
EPIM Team

Chris17
Novice
Posts: 10
Joined: Sat Jul 20, 2019 5:02 pm

Re: Contact tree

Post by Chris17 »

For export I will mark all concerning groups to get all of their items. But when I mark all groups, I only get the items of the group I marked last. Please view my screenshots (I rubbed out details of items).

To finish the export, I would go over menu file|export|contacts|selected and then to a new EPIM-database.
The result is: no contact will be exported, I´ll get an EPIM-database with contact-groups, but without contacts.
Okay, I understand, I have not only to mark the groups, but the contacts itself. But how to do it, when they aren't displayed completely?

(The export of some selected tasks runs, an export of contacts of one selected subgroup of contacts too).

This concerns passwords too.

Is there any chance to export from a Ver. 9-database like intended in the next few days? It is urgent and important for my work.
Attachments
items of maingroup PLZ.png
items of NBAR.png
items of Emailempfaenger.png
All subgroups marked - only items of Schimmel are displayed.png
Exported zero contacts.png

Keldi
Guru
Posts: 147
Joined: Thu Aug 23, 2012 11:42 am
Has thanked: 8 times
Been thanked: 34 times

Re: Contact tree

Post by Keldi »

A workaround, not perfect, but faster than exporting each group separately (try out on a copy of a database, just in case):
  1. Create a new contacts group "temporary group".
  2. Right-Click on the group's name, Edit.
  3. Open Group Members tab, Select members.
  4. In the filter choose a group of contacts you want to export, in the list of contacts below click on the first contact, then holding Shift click on the last (to select all contacts in the group), then button [->]. Do it for each of the groups (and subgroups) you want to export.
  5. Now that all the contacts are in 2 groups at the same time (the original one and the temporary), you can export the temporary group into a new database.
  6. Delete the temporary group in the original and new databases, so the contacts are once again only in the original groups.

Max
Site Admin
Posts: 21711
Joined: Wed Dec 08, 2004 11:39 pm
Has thanked: 820 times
Been thanked: 363 times
Contact:

Re: Contact tree

Post by Max »

In File-> Export-> Contacts dialog, please make sure to select "Contacts" + "All"
Screenshot 2020-05-20 23.52.14.png
Screenshot 2020-05-20 23.52.14.png (7.63 KiB) Viewed 82 times
Maxim,
EPIM Team

Chris17
Novice
Posts: 10
Joined: Sat Jul 20, 2019 5:02 pm

Re: Contact tree

Post by Chris17 »

Thank You Max, but I don´t want to export all contacts. I need to export some branches only.

Post Reply