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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 in the left-side 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.
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 two data types available:
| · | Text/Number - standard text format which could contain any text or number info; |
| · | Date - this data type stores date; with Show as task using category enabled EPIM will automatically create task in Schedule. |
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.