Contacts

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Q: How can I delete unnecessary fields from contacts?  

A: Open any contact, select the field you want to delete and press "Delete field" button.

 

Q: Is it possible to add anniversaries to a contact i.e. wifes birthday or any other?  

A: Yes, open any contact and press "Add field" button then set Date Field type. EPIM will create a recurring task for this event the same as for birthdays.

 

Q: How can I add/remove columns to display in Contacts view?  

A: Right-click a column caption and choose fields to display.

 

Q: How can I add/edit field(s) in contacts?  

A: Open any contact and press Add field or select a field and press Edit field.

 

Q: How can I change the order of fields in Contacts?  

A: Just drag them to the preferred order with the left mouse button.

 

Q: Some fields are not listed in Contacts table (main view) and some are not necessary. How do I display the fields I want?  

A: Right-click on the field name caption and choose fields to display from context menu.