Add and edit contacts

• Add Contact
• Edit Contact
• Contact editor pages
  • Personal
  • Business
  • Notes
  • Reminders
• Editing notes
• Creating hyperlinks to files
• Auto-formatting phone numbers
• Restrictions

Before you begin

Creating and editing contacts

To create a new contact record:

• Select a contact group
• Click the New Contact button in the tool bar, or
• Right-click and select New Contact from the menu
• The Contact Editor will open
• Enter the contact details
• Click OK or press Enter to save the changes
  
  To add multiple contacts, click Add new contact at the bottom of the editor. This saves the current entry and opens a new contact card.

To edit existing contact:

• Double-click the contact in the table, or
• Right-click and select Edit Contact from the menu, or
• Select the contact and press Enter
• The Contact Editor will open
• Edit the contact details
• Click OK or press Enter to save the changes

The Copy to a new contact link helps streamline data entry when creating records for family members or employees of the same company. Shared details such as addresses, phone numbers, and emails will be copied automatically. Simply enter the new contact’s name and update or remove any irrelevant information.

Only data from the Personal or Business page is copied based on the contact’s group type. If a contact belongs to a business-related group, data from the Business page will be copied. For non-business contacts, data from the Personal page will be used.

Contact Editor pages

Personal:

Business:

Notes:

Page Notes is used to edit notes as plain text. The Notes area has standard text editing options - Cut, Copy, Paste, Delete selected text, and also Undo and Redo last operation. Corresponding key shortcuts are also supported: Ctrl+X, Ctrl+C, Ctrl+V, Del, Ctrl+A, and Ctrl+X.

Alternatively, Notes can be edited using the buttons Edit Notes and Add Note at the bottom of the main screen, below the Contact Details pane.

Reminders:

Page Reminders is used to setup advance reminders for birthdays and other events. See Using reminders for more details.

Editing notes

Notes can be edited in the Notes page or through the Notes Editor.
There are two buttons to open the Notes editor: Edit Notes and Add Note:

• Use the Edit Notes button to modify existing notes
• Use the Add Note button to create a new note, which will be appended to existing text

A Date/Time stamp can be automatically added when appendind a note.
You can customize the Date/Time stamp format and its position within the text.

The Notes Editor offers two modes:

• Show Hyperlinks - Highlights hyperlinks to web pages, email addresses, and local files. Clicking a hyperlink will open the link or launch the corresponding program for local files
• Show Spellcheck - Highlights misspelled words but does not highlight hyperlinks
  
  

Creating hyperlinks to files

You can add a clickable hyperlink to a file in your system by dragging a file from the file explorer and dropping it into the Notes Editor window. The link will be automatically created at the current cursor position.

This feature allows you to "attach" documents, images, or other files to contact notes. However, there are two limitations:

• File name and the path must not contain spaces; otherwise, hyperlink will be invalid and unclickable
• Hyperlinks to executable files are not allowed
  
  

  Additional Features:

  • The Notes Editor can be resized and moved from the main program window. It retains its size and position upon reopening
  • Navigation buttons allow editing notes for multiple contacts without closing the editor

Auto-Formatting Phone Numbers ***

The program includes an auto-formatting feature for local and international phone numbers, simplifying data entry. With this option enabled, you only need to enter numbers — no need to include symbols like (+), spaces, dashes, or brackets.

Phone numbers will be automatically formatted once you enter the full number, including the area code, and the total digits match a predefined format (local or international). Any punctuation will be removed when stored in the database.

Example Formatting:

• If the local format is set to (000) 000-0000, entering number 1234567890, will be displayed as (123) 456-7890.
  
• If international formatting is enabled with a preset +000 00 000-00-00, entering 123456789012 will be displayed as +123 45 678-90-12.

You can customize the default local format (000) 000-0000 to match your country's phone number structure. See Phone Auto-Formatting in the Program Options for details.

Additional Notes:

• The + symbol is not required for local phone numbers and cannot be used in the local format
• If a phone number does not match either the local or international format, you can manually enter +, spaces, dashes, or brackets as needed
• *** Auto-formatting can be turned Off if your country has irregular number formats. See Phone Auto-Formatting in the Program Options for details.

Restrictions

When editing contact records, the following restrictions apply:

• Both First Name and Last Name cannot be blank - at least one must be entered
• Duplicate contacts are not allowed - each must have a unique combination of First and Last Name