Using reminders

E-Z Contact Book can show advance notifications of birthdays and other events. These notifications will be periodically displayed in a popup window in the corner of your screen when the program is running:


Birthday Reminders

To add a new birthday reminder, open the contact editor on the Reminders page, and:

Notice that new reminder has "Active" box checked. Birthday reminders will only show if they are set to "Active".
Birthday reminders will be displayed in the popup window starting from the advance number of days you chose, and for 5 days after the birthday (unless you turn it off).


Reminders of other events (non-birthday and recurring reminders)

When you click the "Add Reminder" button on the Reminders page, you will see a drop-down list with few typical events , like "Anniversary", "Call", "Email", "Visit". You can choose one of these options, or select the last option "Other" if you want to enter your own event:

If you select any of these options, it will open Reminder Editor window, with the name of the event from your selection.
If you select "Other", you have to enter your own event name:

Example of a non-birthday reminder:

Non-birthday reminders work very similar to birthdays. But they have very important difference: you can set a non-birthday reminder either for a single event, or for a recurring event (repeatable with certain interval). To make the reminder recurring, check the box "Recurring". New tab "Recurrence" will appear in the editor:

Here you can select the frequency you want the reminders to show (Daily, Weekdays, Weekly, Monthly, Annually), when you want them to start, and (optionally) when to stop. If you specify the End date, this reminder will no longer show after that date.

Check box "Private" in the reminder section appears only if you use Sync. It is unchecked by default, which means this reminder will be synchronized with other connected computers. It may be useful if you want to share the reminders (along with other contacts data) with members of a group of people who use the program (a family, or coworkers). If you want to keep certain reminder just for yourself, check "Private" box, and it won't be shared.

Non-contact reminders

You can add reminders for calendar events that are not associated with any contacts. You can do that in the Calendar view:

Here you can also edit or delete any reminders. Double-click on a selected reminder will open this reminder for editing. When you right-click on the reminder, you will see the options to Edit, Delete, and Send Email (if applicable).


How to view, temporarily stop, deactivate, or reactivate reminders

The reminder window will pop up for a few seconds with an interval of several minutes (10 min by default). This interval, duraction, color of the popup, and display location can be adjusted in the main menu > Settings > Preferences > Reminders.

You can check today's reminders at any time without waiting for the window to pop up: click View > Show Today's Reminders in the main menu. The same option is available in the context menu of program icon in the notification area (system tray).

If you want to keep the reminder popup from disappearing, just move your mouse cursor over the popup window while it is open, and it will stay for as long as you keep the cursor here, allowing you more time to read the text.

You may want to stop displaying some of the reminders or all of them, temporarily or permanently. To do that, click on the popup window. This will open the following "Reset Reminders" window:

If you don't want to be distracted with reminders popup for the rest of the day, click Don't show reminders today. This will stop them temporarily, until the next day, or if you restart the program.

Or you can stop (deactivate) individual reminders by checking corresponding Don't show until next... checkbox.

When you deactivate a birthday reminder, it won't be shown again until next year. And you don't have to activate birthday reminders again the next year - they will be reactivated automatically by the program after a certain period of time. When you deactivate a recurring reminder, it will be automatically reactivated after its display period.

If you want to adjust a reminder, you can click on its name, and it will open Reminder Editor window.

Important: E-Z Contact Book must be active for reminders to show at scheduled times. If you exit the program, no reminders will show.

To keep the program active, but running in the background, even if you close the main window, open Settings > Preferences > General, and make sure that one of two options "Keep program active..." is checked.

If you want to rely on reminders, it is also recommended to start the program automatically when Windows starts. To do that, open Settings > Preferences > General and make sure the box "Start E-Z Contact Book when I start Windows" is checked. When this option is enabled, the program starts in the minimized state (you can see the program icon in the Windows task bar).