Contacts

Go to the Contacts Function Module

You can go to the Contacts function module by clicking the 'Contacts' command on the 'Go' menu, or by clicking the 'Contacts' button on the navigation panel in the main window.

Navigation Panel

Contacts can be managed by group. You can click 'New Group' on the 'Actions' menu to create a new contact group. 'Other Contacts' is the default group in EfficientPIM. If a contact does not belong to any custom group, it will belong to the 'Other Contacts' group. You can not delete or rename the 'Other Contacts' group, or add a subgroup for it.

If you click the name of a group, contacts belonging to this group appear in the contact list on the right. When you right-click the name of a group on the group list, you can rename or delete this group. Drag and drop is supported when you manage groups. You can drag 'Group A' to 'Group B' to make it a subgroup of 'Group B'; and you can also drag 'Group A' to 'All Contacts' or 'Other Contacts' to make it a normal group (i.e. a group that is not a subgroup of any other group).

Contact Display List

Contacts can be displayed in a table or in cards. You can click the 'Table View' or 'Card View' command on the 'View' menu to change the way entries are displayed.

The contact display list is on the right side of the main window. When you right-click the list, a popup menu appears. You can double-click a contact to open it in the edit contact window. If you double-click some blank space in the list, the window to add a new contact will display.

If you press 'Ctrl+N', the window to add a new contact will appear; when you press 'Ctrl+O', the window to edit the currently selected contact will appear; and when you press 'Ctrl+D', the currently selected contact will be deleted and moved to the Recycle Bin. If you hope to configure how the Details panel is displayed, please right-click the Details panel.

You can manage the grouping of contacts by drag and drop. You can drag a contact in the list directly into a group in the navigation panel on the left.

Add New Contact and Edit Contact

The window to add a new contact and to edit a contact is the same. 6 custom fields are provided by EfficientPIM. You are allowed to configure their meanings based on your own needs. If you hope the software can remind a contact of his/her birthday or anniversary, please check the relevant options. By default, the software will remind a birthday or anniversary 5 days ahead. You can click 'Options' on the 'Tools' menu to set the days before which to remind.
Based on your preferences, you can also set how to enter the name (to enter the full name directly or to enter the first name and last name separately), set the order of the different parts of the address (such as state, city or zip code), set instant messengers, as well as set some other options. You can click 'Options' on the 'Tools' menu to learn more.

After you have entered all the information of the contact in the new contact window, press 'Ctrl+S' to save it.

Activities Related to a Contact

When you click the 'Activities' tab in the edit contact window, all activities related to this contact, such as appointments related to, tasks assigned to or notes or diary entries related to this contact, will be displayed.

You can click a corresponding command on the context menu of the contact list to create a new event, task or diary entry related to the current contact.