FAQ

How to create new contact? On the menu bar click Add Contact button, in Contact Detail window enter all available data and click Save button.
Edit contact? Click on contact record, in Contact detail window edit any data and click Save button.

How to create a comment for any contact? Select a Contact to add a comment to, on the menu bar click Add Comment button, in Comment Dialog window enter text and click Save button or click Delete button to delete current contact. Edit an existing comment? Click on a Comment that you want to edit, in Comment Dialog window edit text and click Save button or click Delete button to delete current comment.

How do I search for anything in the application? Select your search field from the Search By dropdown box, enter partial or full text into Search For text box and click Find button or hit enter.
To clear your last search click Reset button.

How to set up an email reminders? Click on Menu > Reminders Settings, select Call or/and Birthday Reminder, select your time zone, click on save button.
Call Reminder will be triggered based on the date and time specified in your user contact details Next Call Date/Time fields.
Birthday Reminder will be triggered based on the date specified in your user contacts details DOB field.


Email Birthday Card to your contacts on their birthday? Click on Call Reminder button, select Email Birthday Wishes, you can keep a template text and replace (Your name) with you desired name or enter your own text (max 500 characters) an Email Birthday Wishes will send an email on the date specified in contact details DOB field. Contact email address should be present in the first Home Email Box in Contact Detail Window.
All emails will be sent to your registered email address.

What is LTD? LTD field (Local Time Difference) is showing you time difference in hours between your Time Zone (you have to set up your local time zone in Call Reminder window) and Contact state Time Zone.

Is my data saved and secured? Your data is absolutely secured with us and backed up nightly.

How much is the membership? After registering (no credit card required) you will have 1 Month trial period and then if you decided to buy it will be $30 a year.

Do you support other languages? This application support any foreign language.

Do you offer any reports? So far there are two Reports available, Comments and Birthdays. If you need any custom report simply email us with detail info and we will add it.

How do I change my user id, password or email address? Click on your user name in the top right corner.

Can I upload my Excel file into my account? Yes, you can, our staff will import it into your account and email you when it’s ready to use.

Other Features: Sorting and Reports