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EssentialPIM Pro Help

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1. Can edit note icons Access to all users data Read only To cancel Login and Password are to be user in File gt Connect EPIM dialog Name that s an optional field If filled in this name will be displayed to other users 2004 2012 Astonsoft Ltd s EssentialPIM Pro Help when they want to assign item to John If this field is left blank JS will be used Most users will be assigned a Standard Access Sometimes one user will give full read write rights to items to other user You can overrule that by checkin Read Only In this case John will only be able to read items assigned to him by other users even if other users assign items to him This is very convenient if you have for example a trainee in the house You can assign items to him but he will not be able to modify them Access to all users data is a super user s privilege It means John will be able to see all items created by other users even if they did not assign it to him Exception is Mails You can limit his rights by Read only attribute This is convenient if you have for example and auditor in the house who needs to see full database but should not change it 4 11 3 Assigning items Each user of database unless he she is read only user can give rights to read modify his her items to other users x Task Attachments Task Subject Test task Location End time bs 12 2009 y soo All day event
2. All contacts O Selected contacts To continue dick Next Load Template Step 2 Choose envelope type Envelope Wizard Print range Envelope sizes Envelope sizes Envelope type 353 x 250 mm 250 x 176 mm 176 x 125 mm 458 x 324 mm 324 x 228 mm 229 x 162 mm 162 x 114 mm 229 x 114 mm 220 x 110 mm 310 x 220 mm 220 x 155 mm 155 x 110 mm To continue dick Next Step 3 Compose To and From addresses You can add any contact fields to an envelop as a tag Editor dialog has basic text editing features which allows to compose nice looking envelope patterns On this step you can also save your work as a template for later use Press Save Template as button for this 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro NN Address labels mara a a aaa First Name Last Name Mobile Phone Email Address City State Postal Country ICQ MSN Webpage Birthday Company lob title Business Fax Preview button allows to control the process o am alse jas w 2 gt d Print 2004 2012 Astonsoft Ltd MON EssentialPIM Pro Help Step 4 Set number of copies and general printing options if necessary Envelope Wizard Print range Print options Envelope sizes gt Print options HP DeskJet 710C Properties Copies Number of copies W Collate FE Print summary Number
3. To add a contact press Add Contact button in the Actions 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 Personal Info Business Last Name Contact Mobile 1190 009 003 Phone Email me server com Address Street 12 City Town Postal 123456 Country Country ICQ MSN Webpage WWW SErver com Birthday 7 14 1990 Reminder before 0 2 day s Membership save amp New Custom fields 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 flowing data types available for contact fields Text Number standard text format which could contain any text or number info Date stores date 2004 2012 Astonsoft Ltd 30 EssentialPIM Pro Help Add new field Name Custom date Type Date Properties Fl Show as a appointment using category None Show at the bottom of the Calendar module Show as task using category enabled will automatically create annual event in Calendar Show at the bottom of the Calendar module option adds a notification to Calendar 3 days before event Drop down list creates drop down list with values in corresponding field Yes No creates drop down with two logical values like Yes No True False On Off or custom use values Check box standard check box Contacts can h
4. Comes Step 3 Name synchronization and choose sync options options could differ for other synchronization types Note you can have several synchronizations with the same service 2004 2012 Astonsoft Ltd 64 EssentialPIM Pro Help Synchronization Wizard Choose Sync Source Sync Credentials Sync Options Sync Opti dci dd Synchronization name Google Automatically perform synchronization T On program start L On program exit E Synchronize every minutes Sync options 2 way Sync both EPIM and Google with each other O 1 way Syne EPIM to Google O 1 way Sync Google to EPIM Synchronize now Note The very first synchronization could take some time All consecutive synchronizations will be performed at much faster speeds Cancel You will be able to manually execute created synchronizations by clicking on File gt Synchronization Settings for all synchronizations can always be altered in Tools Options It is also possible to delete outdated synchronizations from the Options dialog window 4 10 2 Android EssentialPIM is capable of synchronizing with Android devices You need to download and install free Android version of EssentialPIM onto your device Google Play Link You will be able to synchronize and manage data from the following modules Windows EssentialPIM Android EssentialPIM Calendar lt gt Calendar Android built in ToDo lt gt To Do Notes lt gt Notes
5. B Ta Do with a Reminder Start kime Due date Completion Location E l A Assignee Duration EE Test To Co that has a due To add a To Do press Add button in Action bar O 2004 2012 Astonsoft Ltd NON EssentialPIM Pro Help Actions zh Add to Root QA Add as Child W Edit OG Delete In opened dialog 1 select start time 2 enter text 3 assign necessary parameters It is also possible to add a To Do by double click on mine window in To Do module or To Do section in Calendar 4 4 2 Editing a to do To Do s could be edited any time by double click on it It will open To Do Info dialog Test To Do that has a due date Save as Template Template None To Do Custom Fields Attachments To Do Subject Test To Do that has a due date Location Status Private E Start time 26 05 2012 Shaw in Calendar Due date 29 05 2012 ds Priority H High Completion Category Mone Notes Notes for the item Reminder 7 Repeat To Do 29 05 2012 0 00 Repeat every 1 day s Advanced Expires 09 01 1900 Advanced Subject Name of the to do which will be listed in Today view Location set a location for the to do All entries will be saved in drop down list Status this option affects Network version only Refer to Item Statuses topic for 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro NOS more details Start time set start time of the to do End time set end
6. incoming whole range outgoing 3050 and 3051 You can manage users using Tools gt User menu read more We have pre made several users with non administrator access level they are Login Password USER1 epim456 USER2 epim765 In folder C Documents and Settings YOUR USERNAME MApplication Data EssentialPIM Pro Network we have also pre made a database ini file that you can place on other computers into C Documents and Settings YOUR USERNAME Application Data EssentialPIM Pro and EPIM will automatically connect to this test database 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro Note since we use computer name to address the machine it will work within LAN only Read more about managing users 4 11 2 Managing users The default credentials for database administrator are as follows login SYSDBA password masterkey After you login as an administrator you will be able to access Tools gt Users menu The menu allows you to create and disable users SYSDBA is a special user and can create edit users includes assigning rights to change categories and fields in Contacts create super users who will be able to see ALL items in database excluding emails regardless of item settings upgrade database to new version When you press Add in Users administration dialog you will see this window IEEE Login Standard Access Readonly e Can edit categories v Can edit contact fields
7. 2 Features EssentialPIM Pro is a full featured personal information manager which offers e Excellent usability Shortcuts that are fun to use and boost your productivity Easy intuitive tools arranged right where you need them e Security All data can be password protected and the database file is encrypted with multiple encryption algorithms with the advanced industry standard AES Rijndael 256 bit key and Blowfish 448 bit key e Versatile synchronization and import export capabilities You can import and export HTML RTF CSV TXT vCard and iCal You can perform complete synchronization with Microsoft Outlook all Google services Android iOS WinMobile Palm Yahoo Memotoo GooSync OneMediaHub AOLSync Toodledo Stylite Egroupware HighRiseHQ CalDAV SyncML e Available in many languages Bulgarian Chinese Czech English French German Hellenic Hungarian Indonesian Italian Japanese Norwegian Polish Portuguese Russian Slovak Spanish etc e System tray icon with a hotkey for starting and configuring the software e Open source Firebird database Advanced users and system administrators get great flexibility in managing databases 2004 2012 Astonsoft Ltd 6 EssentialPIM Pro Help 3 License EssentialPIM Pro tm License Agreement EssentialPIM Pro is SHAREWARE ASTONSOFT ESSENTIALPIM PRO VERSION 5 END USER LICENSE AGREEMENT IMPORTANT READ CAREFULLY This EssentialPIM Pro End User License Agreement EUL
8. 2004 2012 Astonsoft Ltd 43 EssentialPIM Pro Help Account Wizard Identity Your name will appear in the From field of the outgoing messages Mame Account Mame E mail address is the address other people use to send e mail messages to you E mail address username astonsoft ee Step 2 Select your server type set address and login data for incoming mail then click on the Next button If you are not sure about your server type and address then you can check it in your mail provider Help area PACCO BRI Identity Incoming Mail server Incoming Mail server Server type POPS Server pop astonsoft ee Username username amp astonsoft ee Password diei Step 3 Set a server address and login data for outgoing mail then click on the Next button 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro 49 Account Wizard Identity Incoming Mail server Outgoing Mail server Outgoing Mail server Server smtp astonsoft ee Server requires authentication Username username astonsoft ee Password Xem Identity Incoming Mail server Account name Outgoing Mail server Account name AC UNE username astonsoft ee F Use Global Folders Mail will be stored in one set of Global Folders and not in its own directory E Check mail now 4 8 2 Managing mail Creating a new message 2004 2012 Astonsoft Ltd 5o EssentialPIM Pro Help Press New Message button
9. Contacts lt gt Contacts Android built in Passwords lt gt Passwords Pre requisites for synchronization e Device running Android 2 1 or newer version e Common network between Android device and PC This is usual that your PC and Android connect to the same router Android device uses Wi Fi while PC uses Wi Fi 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro e or cable Setting up and running synchronizations To set up synchronization for the first time click on File gt Synchronization gt Add Synchronization gt Android Synchronization Wizard Choose Sync Source Choose Modules Choose Modules Synchronize the following modules Calendar To Do Notes Contacts Passwords Master password Choose modules to synchronize and enter password for Passwords module you may need to run EssentialPIM on Android first and set up master password by tapping the Passwords icon Once you finish press Next 2004 2012 Astonsoft Ltd e EssentialPIM Pro Help Synchronization Wizard Choose Sync Source Choose Modules Pairing Device You should now install EssentialPIM app onto your Android device from Google Play Store Make sure the device is connected to the same network as you PC and start EssentialPIM on your phone or tablet Select PC Sync and fill in the Server IP address field with the IP address of your local computer For your reference the list of local IP addresse
10. Dictionaries allows to change dictionary Spelling check options are available under Tools gt Options gt Spelling General Portable Features Enable spell check as you type for the following item types ne Calendar Contacts Backup Shortcuts To Do Mail Sticky Motes Spelling Modules Installed dictionaries EPIM Today English UNITED STATES Calendar To Do Mates Contacts Motes Passwords Download more dictionaries It includes US dictionary by default but you can download and add necessary dictionaries from our site Once you ll download a dictionary file follow these instructions If you are using Desktop version e Unpack the files into C Documents and Settings User_Name Application Data EssentialPIM for Windows XP e Unpack the files into C Users User_name AppData Roaming EssentialPIM for Windows Vista and Windows 7 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro 29 If you are using Portable version e Unpack the files into EssentialPIM installation directory e Unpack the files into Documents EssentialPIM Portable for U3 flash drives Run the program the installed dictionary should be instantly available Note some folders are hidden and could not be visible by default You should enable displaying of hidden folders first 4 6 Contacts 4 6 1 Adding a contact Contacts can hold all of your contacts It supports Groups unlimited custom fields sorting and multiple views
11. Name Y3 OUTIOOKSYNC rar PRINTEST rar q 1 pg q_2jpg q_3p9 3 suggestions rar Y suggestions rar Y suggestions rar TODO BUG 4 zip unsub txt y unsubscribe txt unsubscribe txt User needs doc Owm6xa doc Date 19 11 ZULll 1 150 22 07 2011 11 12 03 05 2011 16 22 03 05 2011 16 22 03 05 2011 16 22 26 06 2011 17 54 13 09 2011 18 59 14 09 2011 11 33 10 06 2011 17 00 23 05 2011 18 51 20 06 2011 18 36 02 08 2011 18 27 03 05 2011 16 22 03 05 2011 16 08 Size Ub 297 8 KB 47 9 KB 424 KB 18 5 KB 179 9 KB 161 5 KB 0B 25MB 14 KB 1 5 KB 2 8 KB 213 1 KB 125 5 KB Created Modified 26 06 2011 14 54 27 06 2011 15 42 Linked 179 9 KB in 1 file s 4 13 Advanced search EssentialPIM Pro has a powerful searching tool built in It allows to search items through the whole database file with various conditions Go to Tools gt Advanced search or press Ctrl Alt F to call Advanced search dialog Time From 27 11 2010 Created E E To 27 11 2010 s Look in drop down menu allows to set module to search Include deleted items option includes excludes items located in trash General and Advanced tabs allow to perform simplified or complex search tasks Time option can limit search period for items created or modified within the specified time frame Search under the General tab looks for the whole phrase typed into the Search for field Search in fields drop down list a
12. Sound file Message Default message Custom message Run program Browse 2004 2012 Astonsoft Ltd o EssentialPIM Pro Help In this dialog you can assign Default sound or any custom Sound file wav or mp3 for alert In the Message section you can set a Custom message for appointment reminder You can also assign a program that will run with reminder You can locate assigned program via Browse button or by entering path to application manually Repeat Appointment section It is possible to make the appointment repeatable by checking Repeat Appointment check box Repeat appointment Repeatevery 1 Expires 8 14 2010 You can set daily weekly or monthly recurrence of current appointment By default there will be created 10 recurrence of current task You can set expire date if you need more For more complex recurrence adjusting press Advanced button Appointment Repeat Repeat pattern Daily Recurevery 1 week s on Weekly Monday F Tuesday Wednesday Thursday Monthly Friday Saturday Sunday O Yearly Range of recurrence Startdate 7 14 2010 E 5 No end date End after 3 occurrences 3 End by a 3 2010 Er Cones This dialog allows to adjust recurrence more specifically I e you can set to repeat appointment every second Tuesday in the month or every third day etc Templates Any appointment can be saved as a template and then easily applied any t
13. Birthday bbrowntmail com ee 03 1980 john smith mail com OF 04 1975 sarah jigmail com 29 03 1978 ca Add Contact Ins ca Add Group Ctra Of Delete Del Je Cut Ctr 2 Copy CEri C Copy as Link Send Newsletter o Send via E mail Status k This will create a message with all data from selected item s Message will be created with default email client in the system 4 18 Printing EssentialPIM Pro allows you to print out all your information in easy to read form Print menu is accessible at File gt Print What you print will depend on in which view you are currently in Calendar Notes or Contacts All data can be printed one by one or you can select multiple entries using CTRL mouse for contacts and Notes or All entries can be printed To rotate the page in the Print Preview Page find Page Setup or press Alt U and you will be able to change the Orientation of the page Printing EPIM Today You can print EPIM Today exactly as it looks on the screen Printing Calendar There are several option of how to print Calendar Day View Week View and Month View All are different options for representing your day schedule You can also print several Days Weeks and Months Printing To Dos You can select which To Dos to print and which fields If you want to select multiple To Dos use CTRL Mouse or Shift Keyboard arrows Printing Notes 2004 2012 Astonsoft
14. Ltd Working with EssentialPIM Pro pa You can select several one or all notes to print out into A tree of all notes is printed above all notes Printing Contacts You can select which contacts to print out using CTRL Mouse or Shift Keyboard arrows or print out all 5 Information for translators We welcome people to translate EssentialPIM s language file into their native languages We used to provide translators with free EssentialPIM Pro licenses for their support Interface Whole EssentialPIM s interface is contained in ENGLISH LNG file which is situated in EssentialPIM s installation directory Please feel free to take the file and start translating Usually it takes a couple of hours 6 Buying EssentialPIM Pro Trial version of EssentialPIM Pro is full featured but works only for 30 days Buying EssentialPIM Pro you will get e EssentialPIM Pro version you purchased forever In addition you are entitled to free updates during one year since purchase date e Priority support via email e Newsletter and tips for using EssentialPIM Pro EssentialPIM Pro Desktop Portable cost 39 95 US Order EssentialPIM Pro e Order EssentialPIM Pro 39 95 e Order EssentialPIM Pro Network Edition 59 95 You can buy using e Your credit card all major cards are supported via online secure form e PayPal e Purchase order e Telephone or fax For phone orders and order related questions our Toll Free Number in the
15. MEE VE A A a noc rte E O Send Via ema WN cn id PINO Otal o Information for translators Buying EssentialPIM Pro Sales Polla td Support General aiii Calendar nai NOTES iia Contacts sirnana acta AUR USE Ea ue gu cud Mais ec NetWork MN tc Potable version issues eceeee seen enne enne Synchronization issues c eeeeeeeeee eene eene nnne nnns Ordering and upgrade problems Contact 2004 2012 Astonsoft Ltd Introducing Essential PIM Pro 5 1 Introducing Essential PIM Pro Welcome to EssentialPIM Pro EssentialPIM Pro is the advanced version of Personal Information Manager Handles all your scheduling contacts to do lists notes password entries and email messages with easy to use intuitive tools Pro version significantly distinguishes from EssentialPIM Free taking functionality on a completely another level Some of most remarkable features in EssentialPIM Pro are Multi users access to database Storing and or linking attachments Assigned people for To Dos Advanced Backup Editable categories for appointments or to dos Hierarchical To Do lists Contact Groups Color Printing Sending any item to email Synchronization with online services inlcuding but not limited to Google Yahoo SyncML and CALDav servers Outlook synchronization e Custom views e Mass mail and many other features
16. This dialog allows to adjust recurrence more specifically I e you can set to repeat to do every second Tuesday in the month or every third day etc Templates Any To Do can be saved as a template and then easily applied any time later s selected from pre defined or c Save as Template Template None Once a To Do is saved as a template it becomes available from the nearby Template drop down box To manage templates click on the button with three dots at the top right corner of To Do Info dialog You will be able to move templates up or down the list and set any of the templates as being a default one for all newly created To Dos 2004 2012 Astonsoft Ltd 22 EssentialPIM Pro Help Templates Unset Default Template 3 Set Default Move Up Move Down Delete Cancel 4 4 3 Todos managing As it was told To Do module could use hierarchical structure To create sub To Do select parent To Do and press Add as Child button You can use Move In Out and Move Up Down buttons to edit hierarchical structure It s also possible to drag amp drop To Do s to each other to edit hierarchy Collapse Expand All buttons easily collapse expand the whole tree structure The module has three main views Tree Consolidated and Plain You can switch between them using buttons on the left pane Tree view shows hierarchical structure of To Do s Consolidated view shows To Do s from all lists in
17. US is 1 877 353 7297 Internationally you can reach us at 1 952 646 5331 Sales questions are welcome at epimsales essentialpim com 2004 2012 Astonsoft Ltd 2 EssentialPIM Pro Help 6 1 Sales policy Upgrades By becoming a registered user you can use EssentialPIM Pro version you purchased forever In addition you are entitled to free updates during one year since purchase date Refunds We have made our returns policy as simple as possible so that you will come back and shop with us again and again We are so confident that you ll be satisfied with your software purchase that we are offering a 30 day money back guarantee If at any time during the first 30 days of using the software you have purchased you find that the product is not or does not meet or live up to your needs feel free to contact us at epimsales essentialpim com and request a refund When requesting for refund please provide the following information e Your full name e Order ID number e Date of purchase e Brief reason for dissatisfaction All refunds for credit will be issued to the credit card account that appears on the original order All returns are subject to approval by our customer service department 7 Support Astonsoft Ltd is committed to supporting its customers Please feel free to browse through the below listed topics and find the most appropriate way to get your question problem solved 7 1 FAQ 7 1 1 General Q How to mak
18. View Ctri E Table View Ctrl T Today Ctri G Go to Ctrl H Hide Show completed In To Do Ctrl T Tree View Ctrl D Consolidated View Ctrl E Plain View Ctrl H Hide show completed Ctri K Show in Calendar Ctri R Add to Root Ctri Alt Right Move in Ctri Alt Left Move out Ctrl Alt Up Move up Ctri Alt Down Move down Ctri Alt C Collapse All Ctri Alt X Expand All In Notes Ctrl R Add to root Ins Add as Child Ctrl I Add as Sibling Ctrl Alt Right Move in Ctril Alt Left Move out Ctrl Alt Up Move up Ctri Alt Down Move down Ctri Alt C Collapse All Ctri Alt X Expand All while creating a new Note Ctrl D insert current Day Ctrl T insert current Time In Contacts Ctrl G Add Group Ctrl H Hide show groups 2004 2012 Astonsoft Ltd EssentialPIM Pro Help In Mall Ctrl R Reply to Sender Ctri Shift R Reply to All Ctri W Forward Ctrl M Send Ctri Alt A Send and Receive All Ctri Alt R Receive All CtrI Alt X Send All In Passwords Ctrl G Add Group Ctrl H Hide Show Groups Ctri Alt U Copy User Name Ctri Alt P Copy Password Synchronization Ctrl Alt G Google Ctri Alt Y Yahoo Ctri Alt F my FUNAMBOL Ctrl Alt O AOLSync Ctrl Alt N GooSync Ctri Alt T Toodledo Ctrl Alt M Memotoo Ctri Alt E Stylite Egroupwere Ctri Alt H HighRiseHQ Ctril Alt D CalDav Ctri Alt L SyncML Ctri Alt W Windows Mobile Ctri Alt U Outlook In text editing standard shortcuts are enabled Ctrl X Ctrl C Ctrl V Ctrl Y Ct
19. be saved in dropdown menu Status this option affects Network version only Refer to Item Statuses topic for more details Start time set start time of the appointment 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro 13 End time set end time of the appointment Duration automatically sets needed appointment end time All day event that is the appointment that does not have a certain time rather it is assigned to the whole day and will appear on top of each day Exclusive appointment enabling this option for the task will ensure that this appointments time will not be taken by any other task If you will try later to add an appointment with time coinciding with Exclusive appointment EssentialPIM Pro will not let you do it Priority set a priority for the appointment Completion set a rate of completion of the appointment Category set a category for the appointment You can create custom categories by pressing button For more detail refer to Custom categories topic Toolbar at the top allows text formatting in Subject and Notes fields Reminder section Reminder could be enabled by clicking on the Reminder check box Reminder 9 At event time Before appointmer 1 min s _ Advanced Reminder could be set At event time or Before appointment It is possible to set some additional reminder options by pressing Advanced button Sound No sound Default sound
20. can I login with another user name A You should create user account s to login under another user Here are the steps 1 Login as SYSDBA 2 Go to Tools gt Users 3 Create an account s you need Q Is there a manual or installation instructions for EssentialPIM Pro Network available A Here goes the link to video tutorial about establishing network connection http www essentialpim com r support amp pr tutor It should help you If you ll encounter problems anyway let us know on which step you have problem You can also refer to Networking topic of this manual Q When I m trying to open database I get this error message You need network license to connect to EPIM server A You ve exceeded amount of simultaneously connected users to database Regular EPIM Pro version allows one user connection over the network For more connections you ll need network licenses The number of licenses should equal the number of user installations in your EssentialPIM Network I e if you have 10 installations you need to purchase 10 licenses Note only EPIM installations need license server can run without EPIM installation Q I ve purchased Network license for each workstation firebird is running on the server but when I m trying to connect to database this message appear You need network license to connect to EPIM server A Make sure that exceeding EPIM copy is not connected to database Possible someone run EPIM client twice Check hi
21. concurrent users If you have purchased 5 licenses you can install the key on 5 computers and those machines will be able to connect to EssentialPIM server EssentialPIM Server itself is free For more information please visit Buy page 4 12 Working with attachments EssentialPIM Pro can store links to any files or files themselves in its database Each element be it Appointment Note To Do or a Contact can store files relevant to this element Add file Add link to file Choosing a Add link to the file you preserve the database size but if file is moved link won t work Choosing Add file you can be sure that the file won t get lost Attachments tab supports different views such as Large icons Small icons and Details You can choose preferred one from drop down menu in the bottom right corner of the 2004 2012 Astonsoft Ltd 2 EssentialPIM Pro Help dialog Details view allows to sort attachments by Name Date and Size Attachments manager Attachments manager allows to work with either items or attachments throughout the whole database It s also a handy tool to control your database size giving an easy way to delete unnecessary attachments It s available under Tools gt Attachments manager or by pressing the Attachments manager button in any item s Attachments tab Attachments manager has two tabs 1 Items The tab shows all items that have attachments You can search for an item here and manage
22. hesitate to contact us By e mail For general information please e mail us at epiminfo essentialpim com For sales information please e mail us at epimsales essentialpim com For technical support please e mail us at epimsupport essentialpim com By fax phone Please note we do not provide support over the phone Fax 4372 650 79 77 Phone 372 51 927 921 By post Astonsoft Ltd Laki 9A Tallinn 10621 Estonia 2004 2012 Astonsoft Ltd
23. items bo Wo My PA Database TEST LPM Dieta Poo o Pay os co co m ta E a Ya De ro lesh Help m Ta Do T tae eiie d hart emer uam idum EI nn B 6 amp I tm PA ae S a toe 7 14 2010 4 20 00 PNE erat PE cum Romer iat m Chet gt E IAS 7 16 2010 4 20 00 PN 7 16 2010 4 30 00 PM 20 wm Ape Anafeem El LM US A u If status bar is not visible then enable it under View gt Status Bar 2004 2012 Astonsoft Ltd 24 EssentialPIM Pro Help 4 5 Notes 4 5 1 Adding a note Notes can hold formatted text tables and images jpg bmp ico emf wmf formats supported To add a new note press Add button on a left side bar Actions zm Add as Child EA Add as Sibling W Edit E Modify A Delete Then enter the name for the note in appeared dialog or leave it as it is in this case EssentialPIM Pro will name the note automatically from the first words you type inside the note Mote Info Mame Give name automatically gt Icon LJ Pick One Status Public Sticky You can insert current Date and Time to the name field using Insert command or shortcuts Ctrl D Day and Ctri T Time In the lower window now you can enter the text insert pictures tables and lists Use the toolbar to edit the text in the note default Arial 10 B 7 U 9s x pc AY 4 E AAA d CRIA HE HEHE an au I iti I 2004 2012 Astonsoft Ltd Wo
24. login info for incoming and outgoing mail Refer to your mail provider help area if you are not sure what to enter here 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro 55 Incoming mail Server type POPS Server pop3 astonsoft ee Connection security SSL TLS Username username Cr Password Outgoing Servers SMTP smtp astonsoft ee Selected Delete Select Server smtp astonsoft ee Port 465 Connection security SSL TLS Username username Outgoing servers section allows to add optional SMTP servers to account and choose which one will be used Default ports for incoming server POP3 110 995 SSL IMAP 143 993 SSL Default ports for outgoing server w o SSL 25 2525 SSL 465 587 Advanced tab allows to set additional interaction with the mail server options 2004 2012 Astonsoft Ltd 56 EssentialPIM Pro Help server Settings Server timeouts 60 second s Check for new messages at startup 7 Check for new messages every Delivery Leave a copy of messages on server Remove from server after Signature tab represents a small text editor which allows to compose different kind of signatures 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro Account Setti gs Signature A Use a signature for outgoing mail messages 2 BrzuUE 4 8 5 Message rules EssentialPIM Pro allows to sort incoming mail automatically by using Message rules Click
25. on the Tools menu and select Message Rules option This will open the dialog which allows to Add Delete or Edit rules 2004 2012 Astonsoft Ltd os EssentialPIM Pro Help Message Rules Active rules are executed in the order shown below Press Add button to create a rule This will open Mail Rule dialog which consists of two parts Top part contains conditions you may add or remove them using buttons Bottom part contain the actions list what to do with a message if the condition part is true The given rule example will move message to folder folder 1 and mark it as Read if From field will contain text John 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro 59 Mail Rule Rule name Select conditions For incoming messages Select actions le J au JO r Apply rule For Messages that match all of the conditions Messages that match any of the conditions Using Run selected rule s on dropdown menu allows to sort mail in already existing folder 2004 2012 Astonsoft Ltd eo EssentialPIM Pro Help Message Rules Active rules are executed in the order shown below Cac Run selected rules an 4 9 Import Export data 4 9 1 Exporting EssentialPIM Pro offers a large variety of formats to export your existing data Export options are at File gt Export gt All data can be exported one by one or you can sele
26. own tool panel Ag mw It can set note to Stay on Top note will be displayed in the top of all windows Roll up down rolls note up and down Edit in EPIM opens note in EssentialPIM Delete puts note to Trash Hide disables Sticky option Displaying options such us Color and Transparency could be set in Settings menu Transparent a 7 Color 209 hles pictures and rich Ifyou are using A 8055 ay attention to multi 80 es and multiple leats tor e elow You can use them to structure your information in a number of ways Leaf 1 Additional Leaf 4 5 4 Spell check EssentialPIM Pro provides built in spell checker in Notes You can call spelling check by pressing F7 or under Tools Spelling check menu Tools Help Advanced Search Shift Ctrl F Attachments Manager Shitt Ctrl A Send Newsletter Print Labels Print Envelopes Options n Language This will call a dialog which proposes general spelling check features 2004 2012 Astonsoft Ltd 28 EssentialPIM Pro Help Check Spelling Not in dictionary i informbation r alinaka Change to Ignore All information information Change All Ignore ignores current occurrence of the word Ignore All ignores all occurrences of the word Change changes the word to a selected variant Change All changes all occurrences of the word to a selected variant Add adds word to a dictionary
27. under Tools gt Options dialog 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro 4 11 Networking EssentialPIM Pro has extensive Network features built in It allows you to connect to any EPIM database from any other machine with only 2 conditions e EPIM database should be on the computer which has EPIM Server installed e You can access this computer via LAN Internet or WAN To use Networking you need to purchase Network Licenses amount should equal to a number of computers you want EPIM to install on After you insert a Network License into EPIM Help gt Register you will be able to connect to a Server from this EPIM Copy EssentialPIM Server is a free utility which can be downloaded as Network Package 4 11 1 Connecting to a server Quick start for Networking Features To use Networking you will need 2 components e Server e EssentialPIM Pro Client Server is essentially a Firebird Server It is a part of Network package and if you have chosen to install it you can now see it in Windows Start menu Programs gt Firebird gt Firebird Server Most probably it is already running on your computer look for fbserver exe running as a process If it is running already no further steps need to be taken in regards to Server component Now let s setup a EssentialPIM Client which is actually any copy of EPIM 2 x You can connect to Firebird server virtually from anywhere LAN VPN Internet You just ne
28. with Outlook Mail sync directly with mail server if you use IMAP account Create IMAP accounts in both EPIM and Outlook and your mail will be always synced Q I ve got duplicates after synchronization import How to remove them A We have a special tool for this EPIM Archiver DupeRemover It s available from our download page http www essentialpim com r download 7 1 9 Ordering and upgrade problems Q How can I get an invoice for my order A You can always get an invoice here https www regnow comyorder lookup html Q Still not received my CD has it been shipped A Receiving a CD might take some time up to a month please be patient In case you do not get it after a month please contact us Q I ve ordered EssentialPIM recently but didn t received my license key A The key is sent automatically upon funds receipt It means that if you paid by card you should receive your license within minutes For some products automatic message is sent saying that the key will be sent within 2 working days In case you do not get it after few days please contact us Q Cannot write key information error when trying to enter key A This happens on some portable versions when user wants to apply new license key Prior to applying new code exit EPIM erase EssentialPIM ini file which is in EPIM installation directory Start EPIM It will accept key Q What s your upgrade policy for EssentialPIM Pro A By becoming a registere
29. without Wizard You use Common Network between iOS device and PC same network e Firewall allows connections over port 21108 default or change it in PC EPIM Wizard e If you are sure all of this is done but still no go please email support with screenshots of Windows EPIM and iOS EPIM 4 10 4 Outlook EssentialPIM is capable of synchronizing with Microsoft Outlook Each EssentialPIM module will be synchronized to a corresponding module in Outlook To synchronize with Outlook first add a synchronization under File gt Synchronization gt Add Synchronization gt Outlook 2004 2012 Astonsoft Ltd EssentialPIM Pro Help Synchronization Wizard r Choose Sync Source Sync Credentials Sync Credentials Outlook PST File Exchange Server EAllserst Anton AppDatal Local Microsoft Synchronize the following modules Calendar To Do Motes Contacts Choose Sync Source Sync Credentials Sync Optio E cu dadas Synchronization name Outlook Automatically perform synchronization 5 On program start 7 On program exit E Synchronize every minutes Synchronize now Note The very first synchronization could take some time All consecutive synchronizations will be performed at much faster speeds Finish All Outlook synchronization settings could be accessed via Tools gt Options menu O 2004 2012 Astonsoft Ltd General Portable Features Autosave Backup Shortcuts Sticky Notes Spellin
30. 1 46 48 PM Test To Do that has a due date 1130 2008 12 21 08 P 6 21 2008 1 25 08 PM To Do with a Reminder 1 30 2008 12 21 08 P 6 21 2008 1 25 12 PM Global linking You can create a link to any EssentialPIM Pro item Choose Copy as Link option from context menu 2004 2012 Astonsoft Ltd s EssentialPIM Pro Help 7 Edit ca Add Contact Ins Ca Add Group Ctrl I Delete Del le Cut Ctri X Copy Ctrl C Copy as Link Status Arrange by It will copy link to a clipboard Then it is possible to use this link in any application i e paste it as icon path 4 15 Shortcuts EssentialPIM Pro makes extensive use of shortcuts Here is the list of them Global Ctri Alt S Minimize to system tray Shift Ctrl T New Appointment Shift Ctrl O New To Do Shift Ctrl N New Note Shift Ctrl C New Contact Shift Ctrl M New Message Shift Ctrl P New Password Entry Switching Between modules Ctrl 0 EPIM Today Ctri 1 Calendar Ctrl 2 To Do Ctrl 3 Notes Ctri 4 Contacts Ctrl 5 Mail Ctrl 6 Passwords Ctrl 9 Trash General Ctri L Hide show private items Ctrl Q Focus on search box Ctri Alt F Advanced search Shift Ctrl A Attachments manager Database operations 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro Ctrl N New Database Ctrl O Open Database Ctrl S Save changes or New Database Ctrl P Print In Calendar Ctrl D Day View Ctrl W Week View Ctrl M Month View Ctri R Year
31. 40 EssentialPIM Pro Help Pme Text placement Label templates gt Text placement Times New Roman u imetfield r Eae 100 ast Name gt Mobile Fhone lt Postal gt Email Address State Postal Country MSM Webpage Birthday Company Job title Save Teneis Business Fax Business Phone Preview button allows to control the process Q BJ 14 41 bob cj Print Sam Brown 546 Green St orfolk VA 23505 New York NY 10005 Step 4 Set number of copies and general printing options if necessary 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro NN akel Wiardi Label templates Text placement Choose printer 2 Print options HP DeskJet 710C Properties Copies Number of copies Print summary Number of labels Number of pages To finish dick Print Print 4 6 5 Print envelopes EssentialPIM Pro allows to print on envelopes of various sizes Go to Tools gt Print Envelopes menu Easy to use wizard will guide you through all the steps needed to create and print addresses on envelopes Step 1 Choose which contacts to print addresses for If you would like to load a previously created template click on the Load Template button 2004 2012 Astonsoft Ltd o EssentialPIM Pro Help Envelope Wizard 3 Print range Print range Print envelopes for
32. 9 Use system defaults option makes EPIM to take date and time format settings based on you current Windows regional settings You can change that in Start gt Settings gt Control Panel gt Regional and Language Options Working days and hours could be set at Tools gt Options gt Calendar 2004 2012 Astonsoft Ltd Sticky Notes T Spelling Modules EPIM Today pu Calendar Synchronization 2 Outlook Windows Mobile Working with EssentialPIM Pro Work Time Start time 8 00 End time 17 00 E Show only work hours E Auto scale of hours grid Work week 2 Mon 4 Tue 4 Wed 4 Thu v Fri Elsat F Sun 7 Show only work days Number of days in the Week view 7 E Remember manually set dates in Table view Display categories in Table view as 8 Filled in background C Color boxes 3 Names 3 Color boxes and names E Show grid lines Background color Work time is marked with lighter color in Calendar Show only work hours this option allows to have only work hours shown in Day and Week views Auto scale of hours grid fits calendar to EssentialPIM s window size First day of week sets first day for the week This option overrides Windows regional settings option 4 4 ToDo 4 4 1 Adding a to do Hierarchical To Do module in EssentialPIM Pro allows you to track projects progress and make a system of complex relationships within projects i Sub To Do
33. A is a legal agreement between you either an individual or a single entity and Astonsoft Ltd for the EssentialPIM SOFTWARE s identified above which includes the User s Guide any associated SOFTWARE components any media any printed materials other than the User s Guide and any online or electronic documentation SOFTWARE By installing copying or otherwise using the SOFTWARE you agree to be bound by the terms of this EULA If you do not agree to the terms of this EULA do not install or use the SOFTWARE If the SOFTWARE was mailed to you return the media envelope UNOPENED along with the rest of the package to the location where you obtained it within 30 days from purchase 1 The SOFTWARE is licensed not sold 2 GRANT OF LICENSE a Evaluation Copy You may use the SOFTWARE without charge on an evaluation basis for thirty 30 days from the day that you install the SOFTWARE You must pay the license fee and register your copy to continue to use the SOFTWARE after the thirty 30 days If you continue to use the SOFTWARE after the thirty 30 days without paying the license fee you will be using the SOFTWARE on an unlicensed basis b Redistribution of Evaluation Copy If you are using SOFTWARE on an evaluation basis you may make copies of the evaluation SOFTWARE as you wish give exact copies of the original evaluation SOFTWARE to anyone and distribute the evaluation SOFTWARE in its unmodified form via electronic means Inte
34. A O 17 A mete C PA 18 Todos WN Ala QUIN eer TT 22 NOS ee rm 24 Adding a nole A iz 24 Notes Managing Mt cc 25 SLICK VOLES indivi Ad aa Did 26 A O E UD Rod UR 27 COMA Cts 20 tc Fo a iodo dd 29 Adding a CONT ACE eC TE 29 Contacts IN AN AGING 225 ores oie A tacna 31 Newsletter lect 34 Print AD le 37 Print envelopes in tias 41 oi degere ic 44 Greaung a passWOFPU indt emat O 44 Passwords managing viaas D TN 46 Mall aou a a e Guo S 47 Creating an ACCOU I re RR 47 Managing Mall etd 49 Mail OP UIOINS ind 52 Account setings e a denia 52 Message PUIG S i iet ias 57 IMPOrtEXPDOr data iu dis 60 EXPORTIAO rome 60 IMPOFTNAD t 61 SVNCNFOMIZATIONS cins a a a ia a aa 61 Add new synchonlzatloh iii A Cup a a Kea VAa emu a e A 61 ANTOL M mero C 64 2004 2012 Astonsoft Ltd EssentialPIM Pro Help 11 12 13 14 15 16 17 18 Part V Part VI 1 Part VII 1 Part VIII Troubleshooting mica eos a Ae ee eee OS EPIM iPhone iPad iPod Touch Troubleshooting iOS Synchronization A aM ccn Windows MODE pus sets a A ERES Pal ias NG CW elu iplo e Connecting fo a Server iii MANAGING US CVS deut oec xa eed ads ASSIGNING tem S teo Backing up cR Network IIC6 se err recie urassa anrea a a Working with attachments Advanced SEAT uiuos cose eor ERE wns ova ORA RE EUM DEREN DNE
35. Contacts 4 amp First Name All fields New group Test C First Name Second group Last Name Mobile Phone Email Address City To change fields shown in the main window right click fields names in the main window and put check on the fields that need to be shown If you need to change several fields right click fields names and choose Customize option To edit a contact double click it in the main view This will open Contacts info dialog Edit any of the fields and press OK To sort contacts click on field caption in order to sort by it Holding Ctrl button will allow to sort by several fields Letters panel allows easily navigate to a specific letter or number in contacts list 2004 2012 Astonsoft Ltd 32 EssentialPIM Pro Help a d ae a d el amp HM el jm wo jm n q nm n q r V X b T W Z bl H W Z e tina Nederlands English Fran ais Italiano PycckHH Espa ol This panel may include multiple language alphabets Contacts Groups Groups is easy way to organize large amount of contacts To create a Group press Add Group button in the left side Actions bar In a pop up Group Info dialog you can specify Group info and add Group members from all contact list using Group members tab SR TET New group Phone Delete Field Move Up Status Custom fields 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro 33 To add a custom field click on a Add field button En
36. EssentialPIM Pro Help 2004 2012 Astonsoft Ltd EssentialPIM Pro Help 2004 2012 Astonsoft Ltd All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the written permission of the publisher Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks While every precaution has been taken in the preparation of this document the publisher and the author assume no responsibility for errors or omissions or for damages resulting from the use of information contained in this documentor from the use of programs and source code that may accompanyit In no event shall the publisher and the author be liable for anyloss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document Printed August 2012 Contents Table of Contents Part Part Il Part Ill Part IV 10 Introducing Essential PIM Pro 9 Features 9 License 6 Working with EssentialPIM Pro 8 xia M 9 EPIM POGAY etc 10 Cale nN GaP mee T r 11 Adding an appomtment iaa 11 Editing AN appoint NG dioec M 12 ADDOINIM ENE DOS maaa ara 15 OND Os ia nas 17 A
37. Exclusive task Priority None M Completion No data Category Mone id Ej Motes Reminder Repeat task Repeatevery E a day s Expires le fe AE event time CB Before bask Advanced 1 01 2010 gt Advanced min s You see from quick selection menu we can choose Public in this case item will be accessible by any user in the database or Private default status this item will be accessible only by creator except SYSDBA and any super users We can also limit access to this item by Read only property If we want to assign access to this item to specific users let s press the button 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro at There you can select specific users or select All current and new users that s Public status 4 11 4 Backing up In Network environment where users maybe actively working with a database but no EssentialPIM copy is running on server machine there can be a risk of not creating backups In such cases we advice you to use one of multitude of free and commercial backup utilities for Firebird databases Below are links to get you started http www talatdogan conyfibs htm http www sglly com download html http www crypton co uk freetools html 4 11 5 Network license EssentialPIM Network license defines how many computers are allowed to connect to the database at all not
38. Help 7 1 2 Calendar Q How to add national holidays to calendar A You can import holidays as iCal ics calendar which could be downloaded from Internet You could start searching from our iCal s download page http www essentialpim con r download amp pr ical Q How to generate a list of upcoming birthdays and or a list of all birthdays A You should switch calendar to Table view filter tasks according to Birthday Holiday category and set date ranges You ll get your list then Q Is there a possibility to make a text search among all appointments scheduled in the current period A Yes switch to Table view then you can make search by keywords then set date limits Or use Advanced search 7 1 3 Notes Q Internet links doesn t work in Notes The link become blue when I enter it but nothing happens when I Click on it A It works the same as in MS Word You should click links holding Ctrl button 7 1 4 Contacts Q How can I delete unnecessary fields from contacts A Open any contact select the field you want to delete and press Delete field button Q Is it possible to add additional anniversaries to contact i e wife s birthday or any other A Yes open any contact and press Add field button then set Date Field type EPIM will create recurring task for this event the same as for birthdays then Q How to add remove columns to display in Contacts view A Right click columns caption and choose fields to di
39. TABILITY FITNESS FORA PARTICULAR PURPOSE OR NONINFRINGEMENT THE ENTIRE RISK ARISING OUT OF USE OR PERFORMANCE OF THE SOFTWARE REMAINS WITH YOU 9 LIMITATION OF LIABILITY IN NO EVENT SHALL ASTONSOFT OR ITS SUPPLIERS BE LIABLE TO YOU FOR ANY CONSEQUENTIAL SPECIAL INCIDENTAL OR INDIRECT DAMAGES OF ANY KIND ARISING OUT OF THE DELIVERY PERFORMANCE OR USE OF 2004 2012 Astonsoft Ltd 8 EssentialPIM Pro Help THE SOFTWARE EVEN IF ASTONSOFT HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES IN ANY EVENT ASTONSOFT S LIABILITY FOR ANY CLAIM WHETHER IN CONTRACT TORT OR ANY OTHER THEORY OF LIABILITY WILL NOT EXCEED THE GREATER OF U S 1 00 OR LICENSE FEE PAID BY YOU 10 U S GOVERNMENT RESTRICTED RIGHTS The SOFTWARE is provided with RESTRICTED RIGHTS Use duplication or disclosure by the Government is subject to restrictions as set forth in subparagraph c 1 ii of The Rights in Technical Data and Computer SOFTWARE clause of DFARS 252 227 7013 or subparagraphs c i and 2 of the Commercial Computer SOFTWARE Restricted Rights at 48 CFR 52 227 19 as applicable 4 Working with EssentialPIM Pro EssentialPIM Pro implements a number of features Most of them are intuitive which allowed to make simple interface The following topics describe steps you need to take in order to work effectively with the program and also make it easier to organize and synchronize your data Calendar day planning the versatile way To Do
40. Your letters will be sent via default e mail client 4 6 4 Print labels EssentialPIM Pro allows to print labels of various manufacturers and sizes Go to Tools Print Labels menu 2004 2012 Astonsoft Ltd 38 EssentialPIM Pro Help Easy to use wizard will guide you through label creation process Step 1 Choose from what contacts to create labels It also allows to load pre made template Press Load Template button for this Label Wizard gt Print range Print range Print labels for All contacts Selected contacts To continue dick Next Cancel Step 2 Choose label manufacturer and type 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro NES Label Wizard Pan reage L abel templates Label templates Label manufacturer Choose label to start with Ace Label Label type 202 Series 203 Series 204 Series 205 Series 207 Series 209 Series 240 Series 303 Series 364 Series 366 Series Label info Type 1 UP CD BOOKLET Width 120 6 mm Height 120 6 mm Page width 279 4 mm Page height 215 9 mm Format Custom To continue dick Next Next gt Step 3 Compose a label You can add any contacts field to a label as tag Editor dialog has basic text editing features which allow to compose nice looking label pattern On this step you can also save your work as a template to use in further Press Save Template as button for this 2004 2012 Astonsoft Ltd
41. anged by Name or Last Modified date 2 Contacts Collected dh Add Contact Ins ca Add Group Ctrl 6 f Delete Del 4p Cut Ctrl ER Copy Ctrl C Copy as Link Status k Arrange bv b Mame Modified Auto arrange 4 6 3 Newsletter EssentialPIM Pro allows you to send send template composed e mail to multiple recipients from Contacts To use EssentialPIM Newsletter 1 Select at least one entry in EssentialPIM contacts Use CTRL Shift left click to select multiple entries Go to Edit gt Select All to select all entries Anyway recipients list could be edited in Newsletter dialog 2 Right click the selection and choose Newsletter option in context menu 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro 35 Contacts El My Contacts E Ban bbrown imail com god md Jahn i john smithie mail com 07 04 1 Sarah a g5 03 1 da Add Contact Ins DH Add Group Cor 3f Delete Del Jg Cut Cria E Copy Ctro Copy as Link Send Newsletter oe Send via E mail Status 3 The Send Newsletter dialog will appear which consist of thee blocks Recipients Message Preview Send Newsletter Recipients Message Ban Brown To name First Mame Last Name gt w John Smith Sarah Jonson To e mail Ernail Subject attachments Preview To Ban Brown bbrownemail com Add Remove Using Message block The Message block is used to c
42. ark message as read sets delay after which selected message become marked as read Proxy allows to set up mail transfer via Proxy server 4 8 4 Account settings Account settings are available from Tools gt Account Settings menu 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro 53 username astonsoft ee f username astonsoft ee Default Set Default Move Up Move Down Select an account and press Edit button This will open Account Settings dialog which consists of four tabs General tab allows to set account name and basic user info 2004 2012 Astonsoft Ltd 54 EssentialPIM Pro Help Account Settings usermame fa General Server Settings Advanced Signature Mail Account Account name usermame astonsoft ee User Information Name Astonsoft Organization E mail address username astonsott ec Reply adddress Identities Astonsoft lt username astonsoft ee gt Test lt usernameblastonsoft ee gt Include this account when receiving mail Cancel Identities allows to add optional sender data and signature This identities list became available as drop down menu when composing new mail Include this account when receiving all mail includes excludes account from Send Receive process when pressing Send Receive button from Actions bar Serve Settings tab contains server addresses and
43. ay 20 years Calendar section shows Appointments for today and 3 upcoming days by default settings To Dos section shows list of upcoming To Dos Messages section shows mail folders with unread messages Anniversaries section only appears when there s an anniversary coming soon Anniversaries are being taken from contacts 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro 11 All the sections in EPIM Today can either be turned on or off in EPIM Today options Note If some appointments or to dos are not being shown make sure their categories aren t excluded from View gt Show Categories menu in the corresponding modules 4 3 Calendar 4 3 1 Adding an appointment The screenshot below explains how to easily add a certain appointment Wednesday 16 March 07 D 08 Dn 30 Double click here to add f an All day event 09 un Double click here to 30 add task that starts at 11 o clock Oo 10 at y 9 ELLA 30 J Select this area to add a 1 uu task that starts at 12 00 30 and ends at 1 3 30 13 an Using mouse highlight the time needed for the appointment and release the button the new appointment pop up windows appears Just enter the text and if needed assign Priority Category Completion Alarms and Re occurrence then press OK Another way Actions Today Go to Date Press Add button In the opened dialog 2004 2012 Astonsoft Ltd 12 Essent
44. be sent immediately or put to Outbox in accordance with mail options 2004 2012 Astonsoft Ltd 52 EssentialPIM Pro Help 4 8 3 Mail options General mail options are available from Tools gt Options menu General Portable Features F Show jiin Autosave Backup Send messages immediately Shortcuts Sticky Notes Default mail composing format Spelling J Plain Text iwi Rich Text HTML EPIM Today I P Font Arial 10 Calendar To Do Notes Contacte Reply to messages using the format in which they were sent TEE Check to see if EPIM is the default email program at startup Trash Synchronization Security 4 Play sound when new messages arrive ES Mark message read after 3 second s Proxy Address Type 5ocks5 V Cancel Apply Show grid lines adds grid lines to Mail module to make mail list easier to read on high resolution monitors Send message immediately enabling this option will send message immediately when pressing Send button within composing message dialog Disabling this option will move message to Outbox folder first Default mail composing format sets default format for new messages Reply to the messages using format in which they were sent disabling this option will make replays in default mail composing format Check to see if EPIM is the default email program at startup enable this option to be sure that EPIM will be always default email client M
45. between Android device and PC same network e Firewall allows connections over port 21114 default or change the port number in PC EssentialPIM Wizard e If you are sure all of this is done but still no go please email support with screenshots of your Windows and Android versions of EssentialPIM 4 10 3 iOS EPIM iPhone iPad iPod Touch EssentialPIM is capable of synchronizing with iOS devices You need to download and install free iOS version of EssentialPIM onto your device from App Store You will be able to synchronize and manage following data Windows EssentialPIM iOS EssentialPIM Calendar lt gt Calendar iOS built in Contacts lt gt Contacts iOS built in ToDo lt gt To Do inside iOS EPIM Passwords Passwords inside iOS EPIM 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro e Pre requisites for synchronization e Devices supported iPhones 3GS and newer all iPADs iPOD 3 and newer provided iOS 5 or newer is installed e iTunes is installed on PC e Common Network between iOS device and PC This is usual that your PC and iOS connect to the same router iOS device uses Wi Fi while PC uses Wi Fi or cable Setting up iOS EPIM synchronization 1 On Windows EPIM click on File gt Synchronization gt Add Synchronization gt iPhone iPad A wizard will start that will guide you through setting up a synchronization This is a one time process after this you will need only start synchr
46. ct multiple entries using CTRL mouse for contacts and Notes or All entries can be exported In most cases you can even select which fields to export Contacts could be exported to e Windows Address Book WAB can be opened by double clicking on it in Windows also used by MS Outlook Express Comma Separated Values CSV can be opened by MS Excel or Text Editor HTML HTML can be opened by any Internet Browser Rich Text Format RTF can be opened by many Text Editors Text Files TXT can be opened by any Text Editor vCards VCF a file format standard for personal data interchange specifically electronic business cards Notes could be exported to e HTML HTML can be opened by any Internet Browser e Rich Text Format RTF can be opened by many Text Editors e Text Files TXT can be opened by any Text Editor e iPOD 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro 61 To Do list could be exported to e HTML HTML can be opened by any Internet Browser e iCal ICS a standard for calendar data exchange e CSV e iPOD Calendars could be exported to HTML iCal CSV iPOD Mail could be exported to e EML Password entries could be exported to e CSV 4 9 2 Importing EssentialPIM Pro makes your transition from other PIM easy You can import e Calendars Contacts and Notes from MS Outlook e Calendars and To Do lists from iCal files e Notes from RTF TXT KeyNote an
47. d TreePad files e Contacts from Windows Address Book WAB CSV vCard e Passwords entries from CSV Roboform HTML KeyPass XML e Mail from EML files 4 10 Synchronizations 4 10 1 Add new synchonization EssentialPIM Pro supports synchronization with e Google Yahoo OneMediaHub by myFUNAMBOL AOLSync GooSync Toodledo Memotoo 2004 2012 Astonsoft Ltd EssentialPIM Pro Help Stylite Egroupware HighRiseHQ SyncML servers CalDAV servers Android OS OS Windows Mobile Outlook Palm Run a Wizard under File gt Synchronization menu to add preferred synchronization type Step 1 Choose a service you want to synchronize with SS Se Choose Sync Source Choose Sync Source Synchronize with Online service Website www google com Google allows you to synchronize most EPIM data Calendar Contacts ToDos and Notes O CalDav server O SyncML server Windows Mobile 5 Outlook Palm Cancel Step 2 Enter login data and choose what data to sync Note different synchronization types may not support synchronization of all EPIM modules 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro e Synchronization Wizard Choose Sync Source Sync Credentials Sync Credentials Login Password Synchronize the following modules Calendar with Google Calendar To Do with Google Tasks Notes with Google Docs Contacts with Google Contacts Noa
48. d user you can use EssentialPIM Pro version you purchased forever In addition you are entitled to free updates for one year starting from your purchase date Q License expired after upgrade Why A According to our upgrade policy regular licence allows to upgrade for one year after purchase date If you got this message then it means your free upgrades period has over Now you need to order an upgrade it costs 50 of full license price http www essentialpim com r buy Or you can back to previous version http www essentialpim com ky index php mzdownloads amp a view If you are not sure what 2004 2012 Astonsoft Ltd 100 EssentialPIM Pro Help version you entitled for then forward your order ID or email used for ordering to Support 7 2 Update EssentialPIM Pro automatically checks for updates once a week If an updated version is found you ll be notified To check for updates manually click on Help gt Check For New Version Note you can always download the latest version of the program from our Web site www essentialpim com 7 3 Troubleshooting If you experience any problem with EssentialPIM Pro please follow these steps to find a solution e Make sure that you have installed the latest version e Visit our online support community forum at www essentialpim com forum e If you still have not found the answer do not hesitate to contact us at epimsupport essentialpim com 8 Contact Please do not
49. dden items in system trays on each workstation Q I can not connect to my database over the Network A Most probably firewall is to blame Following ports need to be open to allow EPIM 2004 2012 Astonsoft Ltd 98 EssentialPIM Pro Help Clients to communicate to the server on Server machine for fbserver exe incoming 3050 and 3051 outgoing whole range fbserver uses random range of ports to communicate events on Client machine for EssentialPIM exe incoming whole range outgoing 3050 and 3051 Q EPIM is slow over the Network A If your Network is fine please make sure that the database is not being copied by some backup applications or Windows built in tools while Network users connect to it 7 1 7 Potable version issues Q I want to upgrade my U3 version but can t find it on your download page A Sorry U3 version won t be supported anymore You can install version for regular drives Download the ZIP file and unzip it on your flash drive and run EssentialPIM exe Launchpad icon could be added with this tool http www softpedia com reviews windows Shortcut Creator 4U3 Review 76269 shtml Q My EPIM is very slow on my USB stick How can I boost it up A EPIM speed depends on your USB stick speed Try to empty Trash and delete old unnecessary items You can also try to Optimize database File gt Database management gt Optimize These measures should boost performance Try also to r
50. e EPIM to start with another module A If you ll disable Start with EPIM Today in Tools gt Options gt EPIM Today than EPIM will start with the last used module Q Howto find my database file A EPIM stores all data in epim database files The default paths for EPIM databases are C Documents and Settings User Name Application Data EssentialPIM for XP C Users User_name AppData Roaming EssentialPIM for Vista and Seven If you cant find it anyway than try to search epim files on your computer Q I ve tried your Free version and then purchased Pro but all my data was lost O 2004 2012 Astonsoft Ltd after installation How to recover it A EPIM stores all data in epim database files You only need to open File gt Open your old base in EPIM Pro version The default paths for EPIM Free databases are C Documents and Settings User Name Application Data EssentialPIM for XP C Users User_name AppData Roaming EssentialPIM for Vista and Seven If you can t find it anyway than try to search epim files on your computer Q I ve downloaded your EPIM but the installer would not work What should I do A This is because of incomplete download Try to redownload instalation file again If it still tells that file is corrupted than most probably your browser or provider cached file and every time you try to re download it gives you cashed incomplete file again Try to clear browser cache or download with any download ma
51. e EssentialPIM Pro into your native language or suggest a feature Q In the database manager window is a function to check for invalid file links in the database does this only apply to attachments or does it also check for invalid links in notes A It applies to attachments only Q EPIM became very slow How to boost performance A First empty trash and run optimization under File gt Database management If it won t help then create a new database under File gt New gt EPIM Data File and save it Then sync it with your file using EPIM Synchronizer tool which could be downloaded from our site http www essentialpim com r download Then open newly synced file under File gt Open Q I have created a password but how can I change my password A You need to go to File gt Password protection erase asterisks and enter your new password Q Password protection or Optimization option is not active A EPIM can t utilize database management tools while mail send receive processes are active Disable Check mail on start option and restart EPIM Password protection and Optimization options will be active then Q How to delete archive old records from database A We have a special tool for this EPIM Archiver DupeRemover It can delete or archive items older then particular date Tool available from our download page http www essentialpim com r download 2004 2012 Astonsoft Ltd 96 EssentialPIM Pro
52. e it creates test epim database file which contains sample items for better understanding of how the program works Feel free to create a new database file by choosing File gt New gt EPIM Data File or you can continue working with the created test database Creating new database 2004 2012 Astonsoft Ltd o EssentialPIM Pro Help l T el Edit View Go Actions Tools Help Appointment Open Ctri O 3 To Do Connect to Server Tl Note Save Ctrl 5 Contact Save As a Message Close lt a Password Entry Password Protect Mail Account Database Management 73 EPIM Data File 4 2 EPIM Today Shift Ctrl T Shift Ctrl O Shift Ctrl N Shift Ctrl C Shift Ctrl M Shift Ctrl P Ctrl N EPIM Today shows an overview of Appointments Anniversaries and To Dos for nearest days You can configure EPIM Today settings in Tools gt Options gt EPIM Today EPIM Today Calendar To Dos Today 07 14 2010 Y Completed TeDe 3 7 To Do with a Reminder All day appointment E Test Contact Birthday H a sina ar E Sub To Do Link to a Note All day appointment This is all day event It can be also spread through over several days Thursday 07 15 2010 All day appointment L This is all day event It can be also spread through over several days Friday 07 16 2010 List 1 Wednesday July 14 2010 Messages IC 14 July Test Contact Birthd
53. e to use your current for that moment version for a lifetime Q Can I install EPIM to my notebook and on my PC A Yes license agreement allows you to install EPIM on two computers belonging to you desktop and notebook Q How to change remove database password A Do the following to remove or change password 1 Go to File gt Password protection 2 Enter your password and press OK 3 Press Clear or enter new password in appeared dialog Q EssentialPIM can not open database from a shared disk A EPIM Pro can t open database file over the network directly It connects via Firebird server Regular EPIM Pro version allows one user connection to database Please refer to Networking topic for more details Q Is it possible to host EPIM database online A Yes absolutely You need Firebird database hosting Just one example http www techsol host com firebird php You will be able to connect to your database from anywhere Q I ve forgotten my database password How can I recover it A Unfortunately it s not possible to recover database password Q How to print Calendar in color A You should enable corresponding option it Print options dialog File gt Print Note this feature is available in Pro version only Q After upgrade will my data be preserved A Yes your data is stored in epim file and will be automatically converted to the new version format Q How do I restore Backups A Backups are just epim
54. ed to know e IP Address of the machine or Name if connecting within LAN e Name and Path to the database on a Server Let s connect to a test database on a local computer e Start EssentialPIM e Close any open database File gt Close e Go to File gt Connect to Database If window is disabled You will see this window 2004 2012 Astonsoft Ltd EssentialPIM Pro Help Connect to database Server localhost Database File C Documents and Settings 4ntor Database authorization Login SYSDBA Password SESE Remember password Cancel Fill in fields as shown In Database file browse to EPIM test file which is at C Documents and SettingsVY Y OUR USERNAME Application Data EssentialPIM Pro Network network_test epim Username for Administrator is SYSDBA and default password is masterkey Important database should be on the same machine as the Firebird server EssentialPIM does not use file sharing so don t use shared or network paths Always use absolute path to the database like G database epim Now you will connect to a test database through EssentialPIM Server Attention firewall users Following ports need to be open to allow EssentialPIM Clients to communicate to the server on Server machine for fbserver exe incoming 3050 for data and 3051 for events outgoing whole range fbserver uses random range of ports to communicate events on Client machine for EssentialPIM exe
55. eformat USB drive Q Can Iuse portable EPIM as desktop EPIM A This is not recommended although you can try Just unzip non U3 version to your hard drive and run EssentialPIM exe from program folder Q Cannot write key information error when trying to enter key A This happens on some portable versions when user wants to apply new license key Prior to applying new code exit EPIM erase EssentialPIM ini file which is in EPIM installation directory Start EPIM It will accept key Q EPIM asks for my license code each time I open the program from a different computer How to prevent this A It is because you ve installed Desktop version instead of Portable one Download correct version from our web site please http www essentialpim com index php r download 2004 2012 Astonsoft Ltd 7 1 8 Synchronization issues Q Is it possible to sync Desktop and Portable calendar A Yes we have a special EPIM Synchronizer tool for this Find more details here http www essentialpim com r products amp pr epimsync Q How can I sync only specified items A You can use private flag for this EPIM can include exclude private items to from synchronization You can exclude private items from synchronization by unchecking corresponding option in Tools gt Options gt General dialog Private flag can be set via context menu for any item Q Why Outlook synchronization syncs everything except mail A EPIM doesn t sync mail
56. files named file name backup year month day time They can be opened from within EPIM using File gt Open menu Q This morning I opened PIM and all my entries had disappeared What do I do 2004 2012 Astonsoft Ltd now A Please search your computer for epim files most probably you have opened a wrong epim file or created a new one empty Q Do I need to purchase the extended download service A No you do not You will always have full access to the latest releases If you lose your registered version by for example reformatting your hard drive you can always visit the Download section on the web site and get the latest release there free of charge Once the program is downloaded simply register it with your license details In order to safely remove extended download service from the cart upon purchasing click on the corresponding checkbox and then click the Update button on the order form Q Can I request a feature A Yes of course We try to really attentively listen to the users that s how EssentialPIM is being developed Please post your request here Online Support Forum gt Suggestions Q Is EssentialPIM Pro translated to language A For a current list of translations please check here If you do not see EssentialPIM translated to your language please feel free to do it it is really easy Just visit the Translators Page Q Can I help make EssentialPIM Pro better A Yes you can translat
57. from left actions bar to create a new mail This will open New Message dialog where you can compose a message File Edit View Insert Format Options e Send U Priority Mone as Astonsoft lt username astonsoftee gt Text Attachments New message dialog tool panel represents all basic email editing features Send Insert Attachment Select Recipients e Undo Redo Encoding From menu contains the list of optional identities with signatures This list could be edited under general account settings Pressing Select Recipients button will open corresponding dialog which allows to fill To Cc and Bcc fields using EssentialPIMs contacts list O 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro Select Recipients Addessbook sess Contacts list Name Email Test Contact me server com Note this dialog lists contacts with Fist Name or Second Name fields filled only Once the message was created you can send it by pressing Send button or save it as a draft just by closing dialog and saving message as draft Send Receive mail Press Send Receive button from the left actions bar to start mail transfer If you want only Send or Receive mail then use Send or Receive menus under Tools menu Send Receive Mail dialog will show you status of the process EssentialPIM Send Receive Mail Account Tasks Status test test tt Check for new messages Connecting Stop All the message will
58. g Modules EPIM Today Calendar To Do Motes Working with EssentialPIM Pro Name Outlook Outlook PST File Exchange Server G Users Anton AppData Local Microsoft O Synchronize the following modules Calendar To Do Notes Contacts Mail Passwords Trash E On program start Synchronization Windows Mobile Security Contacts Automatically perform synchronization C On program exit El Synchronize every Delete Synchronization L o Cancel Apply 4 10 5 Windows Mobile EssentialPIM is capable of synchronizing with Windows for Mobile devices Each EssentialPIM module will be synchronized to a corresponding module in your pocket device To Synchronize with a device running WinMobile first add a synchronization under File Synchronization gt Add Synchronization gt Windows Mobile 2004 2012 Astonsoft Ltd EssentialPIM Pro Help Teena air Wizard o T Choose Sync Source Sync Credentials Sync Credentials Synchronize the following modules Calendar To Do Notes Contacts Synchronization Wizard T a Choose Sync Source Sync Credentials Sync Options gt Sync Options Synchronization name Windows Mobile2 Automatically perform synchronization El On program start 7 On program exit E Synchronize every minutes Synchronize now Note The very first synchronization could take some time All consecutive synchronizations will be performed at much faster s
59. hierarchical structure Plain view ignores all the relationships between To Do s and shows them all as root entries To Do items could be placed to calendar as a linked item with original To Do or as a separate appointment Right click a To Do and choose one of the following options Show in Calendar adds an Appointment to Calendar related to current To Do Save as Appointment option from To Do context menu is similar to Show in Calendar option but creates independent event Hide Completed option in context menu works on all completed entries Completed root entry will not however be hided unless all sub entries are completed Filtering EssentialPIM Pro has advanced filtering feature which allows to filter records by various criteria Pressing the Filter button from Actions pane in the left enables filters for each column in the To Do list 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro 23 Start time Due date Complet Location id 11 19 2011 Completed To Do Sub To Do Link to a Note Test To Do that has a due date To Do with a Reminder Each drop down list represents all possible values entered to given field You can select necessary values in several columns to do complex filtering Time calculations EssentialPIM Pro can calculate time spent on several To Dos Select necessary To Dos an look to a status bar at the bottom of the window It calculates total time of all visible and selected
60. ialPIM Pro Help 1 select start time 2 enter text 3 assign needed parameters To enter a non timed entry for the day the process is the same except you need to check the All day event box Exclusive appointment enabling this option for the appointment will ensure that this appointments time will not be taken by any other task If you will try later to add an appointment with time coinciding with Exclusive appointment EssentialPIM Pro will not let you do it All day event that is the appointment that does not have a certain time rather it is assigned to the whole day and will appear on top of each day 4 3 2 Editing an appointment Appointments could be edited any time by double click on it It will open Appointment Info dialog Save as Template Template None Appointment Subject Location Status Public Start time 26 05 2012 12 30 hd Duration 2 hour s End time 26 05 2012 14 30 O All day event T Exclusive appointment Priority None d Completion No data Category H Important Notes Appointments can be assigned different background colors selected from pre defined or custom colors L Reminder Repeat appointment At event time neat every 1 day s Before min s Expires 04 06 2012 Advanced Advanced Cancel Subject Name of the appointment which will be listed in Calendar views Location set a location for the appointment All entries will
61. ime later 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro 15 s selected from pre defined or c Save as Template Template None Once an appointment is saved as a template it becomes available from the nearby Template drop down box To manage templates click on the button with three dots at the top right corner of Appointment Info dialog You will be able to move templates up or down the list and set any of the templates as being a default one for all newly created appointments Templates Template 1 Unset Default Template 2 Template 3 Set Default Delete 4 3 3 Appointment types There are two types e Timed entries appointments that have beginning and end times e Non timed entries all day appointments Days in Calendar could be set to variable time scales by clicking on View gt Time Scale or by right clicking on the scale in Day and Week views 2004 2012 Astonsoft Ltd 16 EssentialPIM Pro Help aubomaticall Tasks can he defined as ni This task has indicated by sign NM 60 minutes Hide Completed Ctrl H 30 minutes Filter 10 minutes 5 minutes Ep d Eel E m ri an E Hours in Calendar are being shown either in 12 or 24 hours formats Date and time format could be set under Tools gt Options gt General Date and time formats Use system defaults Date dd MM yyyy Preview 13 04 2011 Time h mm Preview 4 0
62. its attachments Right pane shows the list of attachments for the selected item Here you can open delete add attachments or save them to a hard drive All mentioned options are available from the right click menu Attachments manager o Items Files Find Y Look in Mail v Subject Created Modified Type Name Date Size Linked 19 11 2011 15 32 19 11 2011 17 36 j Ls F Book1 xls 20 10 2011 14 01 80 0 KB Fwd epim QHG 692810 To Do 10 06 2011 12 53 10 06 2011 17 00 WII GM 06 04 2011 16 04 20 10 2011 14 01 suggestions 26 06 2011 14 54 27 06 2011 15 42 i suggestions 13 09 2011 15 59 13 09 2011 19 00 t 01 06 2011 14 34 01 06 2011 18 34 Test attachment 25 05 2011 11 38 01 06 2011 18 27 Test attachment 25 05 2011 11 38 01 06 2011 18 28 Test attachment 25 05 2011 11 38 07 07 2011 14 50 unsubscribe 23 05 2011 14 51 24 05 2011 12 03 unsubscribe 20 06 2011 15 36 20 06 2011 18 36 E usubscribe 02 08 2011 15 27 02 08 2011 18 38 Hobbie gesywku n napnn 13 10 2011 9 06 13 10 2011 14 28 Horbie nenviiikui u nanku 18 10 2011 23 50 22 10 2011 14 43 m 1 attachment s in 1 item s 2 Files tab shows the items by their attachments Left pane represents the list of all attachments in the database Right pane shows items which selected attachment is linked to 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro o Attachments manager Type RAR RAR JPG JPG JPG RAR Find
63. lists quick and simple list of things to do Notes any data can be stored in tree structured notes Contacts all contacts organized Passwords powerful password managing tool Mail built in e mail client Below is the main EssentialPIM Pro window 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro 9 4 Search in All fields To Do 7 Test To Do that has a Week due date ff Month Year Sub To Do Link to a l This is an appointment that recurs It is set for every Note amp third day for three weeks and has been replicated automatically e Mo Tu We Th Fr Sa Su 28 29 3031 1 2 3 4 567 8 10 11 12 13 14 15 16 17 18 19 E 21 22 23 24 25 26 27 28 29 30 E JS GE Section 1 View bar changes main window views This bar is available for Calendar and To Do modules Section 2 Action bar is the easiest way to add edit or delete an appointment note or contact The contents of this window changes depending on the module Calendar Notes or Contacts opened Section 3 This section is used for module selection Calendar To Do Notes or Contacts Section 4 It is the calendar It can be used to have overview over your calendar and for easy navigation Section 5 The main window of the module its properties and view change depends on currently opened module Section 6 Main menu 4 1 First run When you run EssentialPIM Pro for the first tim
64. llows to narrow down the search area to 2004 2012 Astonsoft Ltd 84 EssentialPIM Pro Help Subject body or attachments fields only Advanced tab allows to set more complex search criteria EEUU bale ne From 27 11 2010 Ehi To 27 11 2010 Ehi First you select field for one of the modules and then you select which of the conditions is isn t contains doesn t contain to utilize Once set click on the Find Now button 4 14 Interlinking EssentialPIM Pro supports cross linking between elements and global linking Cross linking To add a link to an EssentialPIM Pro item press Insert Hyperlink button 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro as Hyperlink Type af hyperlink 2 Item link CO Internet link CO Eile link Text to display pO Item link Cancel In pop up Hyperlink dialog choose Item link option enter text for a link and item path to link with by pressing Browse button Insert hyperlink 6 E m Subject Date Created Date Modified E B i a HUS Tee 1 Le HUS TT Le New group 1 30 2008 12 21 08 P 1 30 2008 12 21 08 PM Root note 1 30 2008 12 21 08 P 1 50 2008 12 21 08 PM Second group 1130 2008 12 21 08 P 1 30 2008 12 21 08 PM Sub note 1 30 2008 12 21 08 P 6 21 2008 1 44 34 PM Sub To Do 1130 2008 12 21 08 P 6 21 2008 1 25 12 PM Test Contact 1130 2008 12 21 08 P 3 18 2008 1 46 48 PM Test Contact Birthday 3118 2006 1 46 48 PM 3 18 2008
65. n to a tab name Status assigns Private or Public status Notes or notes trees could be moved between tabs using drag amp drop 4 5 3 Sticky notes Each Note in EssentialPIM could be stuck to your desktop as a nice colored note To make a note sticky use Sticky option from notes context menu cu lil de wy uw ar ocuments and Settings ntonM pplication Data EssentialPIM Pro E1 9X Root note Notes text You can insert tables pictures and rich text If you are using Pra version pay attention to multiple nates trees and multiple leafs for each note below You can use them ta structure your Information in a number of ways asert Tools Help da Addtoroot cCtri R J Delete Del Leaf 1 Additional Leaf Rename l l You can insert tables pictures ext Cut Ctr 2 using Pro version pay attention to otes trees and multiple leafs for each Tw You can use them to structure mation in a number of ways v Sticky oe Send via E mail Modify Copy CErI C Status Arrange by Second tree i Leaf 1 A Additional Leaf Sticky notes default options could be found at Tools gt Options gt Sticky Notes _ Options General Default color Custom Default width 300 Ex Default height 200 l You can set default size and color for newly created notes 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro Each sticky note has it s
66. nager Q Will my data preserve if I ll upgrade my EPIM Free to Pro A Yes but you ll need to open File gt Open your old base in Pro version manually The default paths for EPIM Free databases are C Documents and Settings User Name Application Data EssentialPIM for XP C Users User_name AppData Roaming EssentialPIM for Vista and Seven If you can t find it anyway than try to search epim files on your computer Note if you upgrading from Pro trial to paid version then no need to do something EPIM will pick up file automatically Q Is it possible to run EPIM on Mac OS Linux A Unfortunately no Only Windows version available for now Q I want to install EPIM to my smartphone What version should I buy A Regular EPIM Pro version runs on Windows desktop only and syncs with Windows Mobile Android iOS and Palm devices Add synchronization under File gt Add Synchronization We also have Android version with To Do Passwords and Notes module It s available on Google Play Q How can I access epim database directly A EPIM uses Firebird database engine You can access database directly using any Firebird database manager For example http www mitec cz ibq html Please note that you should understand how to work with database otherwise data will be lost Default Q My database size is 1 5Mb but backup file size is 350kb Does backup stores all my data A Don t worry all your data is stored in backup It is com
67. nd clicking on Copy User Name or Copy Password buttons E Copy User Name Ej Copy Password Another way is to double click on the User Name and Password fields of the desired password entry directly from the table You ll see the Data copied to clipboard message in the status bar indicating successful execution of the command Passwords Groups Groups offer an easy way to organize large number of password entries To create a password group press the Add Group button in the left side Actions bar Mame Emails Icon CI Pick One Status Public Groups could be arranged in tree structure To make a sub group just drag a desired group under the parent group holding the left mouse button Each password entry can belong to several password groups You can easily move entries from one group to another using drag amp drop You can also edit each entry membership in a special Groups field by pressing button with three dots Second group 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro 48 Mail 4 8 1 Creating an account Click on the Tools menu and select the Account settings option Then click on the Add button Or go to File gt New gt Mail Account Account Settings This will start a wizard which will guide you through whole procedure Step 1 Enter your name in the Name field and your full email address username server com in the Email address field then click on the Next button
68. nder 5 21 2008 13 30 Reminder could be set at the current date and time It is possible to set some additional reminder options by pressing Advanced button Sound Mo sound Default sound Sound file Message amp Default message _ Custom message Run program Cancel In this dialog you can assign Default sound or any custom Sound file wav or mp3 for alert In the Message section you can set a Custom message for to do reminder You can also assign a program that will run with reminder You can locate assigned program via Browse button or by entering path to application manually Repeat To Do section It is possible to make a To Do repeatable by checking Repeat To Do check box 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro 21 Repeat To Do Repeat every 3 davis hal Expires 2148 2008 w You can set daily weekly or monthly recurrence of current To Do By default there will be created 10 recurrence of current To Do You can set expire date if you need more For more complex recurrence adjusting press Advanced button Repeat pattern Daily Rear every 1 week s on a Weekly Monday E Tuesday Wednesday Thursday Monthly Friday Saturday Sunday Yearly 2 Regenerate new todo 1 week s after after completion date Range of recurrence Startdate 7 22 2010 E No end date End after 10 occurrences Tt End by 9 23 2010 E 9X
69. ndroid Sync Options g Sync options 2 way Sync both EPIM and Android with each other O 1 way Sync EPIM to Android O 1 way Sync Android to EPIM Android synchronization server will be up and running once you click on the Finish button The server will start automatically each time you start EssentialPIM Pro Mote that synchronization should always be initiated from EssentialPIM app running on your Android device Synchronize now Note The very first synchronization could take some time All consecutive synchronizations will be performed at much faster speeds Cancel On subsequent synchronizations to start synchronizing you need to e Start Windows version of EssentialPIM e Start Android version of EssentialPIM go to PC Sync and tap Connect If something does not work see Troubleshooting Android Synchronization 4 10 2 1 Troubleshooting If after tapping the Connect button you see the following connection error message 2004 2012 Astonsoft Ltd e EssentialPIM Pro Help Unable to connect to server Check firewall settings on your computer Make sure e You have read Setting up Android synchronization e You use the latest Windows EssentialPIM version check Help gt Check For New version e Windows EssentialPIM is on the Pairing Device step in the synchronization Wizard if not paired previously If paired Windows EssentialPIM needs to be running without Wizard e You use common network
70. of envelopes To finish dick Print C Gua 4 7 4 7 1 Passwords Creating a password Passwords module helps to manage password login data for various services To add a new record press Add Entry button or go to File gt New gt Password Entry This will open the Entry Info dialog window O 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro 45 my mail User Name USET Edit Field Tiii Password Repeat Password URL www mymail com Delete Field Mowe Up Groups Notes Mowe Down Status Public Here you can enter password entry details including notes and add attachments Gen button helps to generate a random password for your entry just check necessary options and press the Generate button Generate password Password generation options Upper alphabetic characters A B C Lower alphabetic characters a b c Numerical characters 1 2 3 Special characters Won 2 7 SO Number of characters 8 Your password Custom fields You can add your own fields for password entries Click the Add field button and enter field name in the appeared dialog window Edit field Delete field Move up and Move down buttons are used to manage existing fields 2004 2012 Astonsoft Ltd 46 EssentialPIM Pro Help 4 7 2 Passwords managing Using passwords You can copy either User Name or Password into clipboard by selecting a desired password entry a
71. old pictures and photos for each contact Contact Info gt Picture You can later export the picture from EssentialPIM Pro to your hard drive again Save Contacts options Contacts options are available under Tools gt Options gt Contacts Options General Autosave Backup Shortcuts _ Sticky Notes Spelling Show All tab Modules F EPIM Today Show empty fields in preview for Personal Business tabs Show grid lines in main window E Show grid lines in preview Calendar To Do 3 Mates Show grid lines in main window enables grid in contacts list Show grid lines in preview enables grid in preview tabs at the bottom of Contacts Remember last active tab for individual contacts 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro 31 view Show All tab enables tab that shows all info entered in Personal and Business tabs Show empty fields in preview enables disables displaying of empty fields in Personal and Business preview tabs at the bottom of the screen Remember last active tab for individual contacts remembers what tab was used for each contact and opens it by default 4 6 2 Contacts managing EssentialPIM supports various ways of displaying searching and managing options To search a contact start writing in the search field You can also limit the search by a certain field by choosing specified field from drop down menu Contacts an My
72. ompose letter template for your mass mail EssentialPIM allows to use every field of contact entry as tag In To name field you can use any fields of a contact info entries as tags or any text The contents of that field will be placed in header of your letter The result you can 2004 2012 Astonsoft Ltd NN EssentialPIM Pro Help see in To field of the Preview block E cand blosuc lodo Teme Contact infa ei ad id Message T To name lt First Name Last Name v FirstName Ban To e mail Email vi E onem y o i Subject From sam subjert Mobile Phone Dear First Name gt Last Mame Email bbrownimail com i I m sending vou a new pricelist Wwe can deliver goods in lt Ciby gt as it was told before Address Regards Sam White Attachments gt Preview To Ban Brown bbrownemail com abiect From sam Dear Ban Brown Im sending vou a new pricelist We can deliver goods in Mew York as iE was told before Regards am white In To e mail drop down menu you can use only fields which contains valid e mail addresses It will be used to send e mails To e mail Email Ww Email subject Business Email The Message block memo field contains the text of the letter you are sending You can also use tags here Dear lt First Namez lt Last Name I m sending vou a new pricelist We can deliver goods in lt Ciky gt as i
73. onizations from your device 2 On Sync Credentials step choose modules to synchronize 3 On next Pairing Device step you should search for EssentialPIM on App Store on your device and install it Tip Make sure your iPhone iPad Wi Fi is connected to the same network as your Windows computer 4 After you run EssentialPIM on your iPhone iPad choose PC Sync menu You should see this screen press Start 10 18 gos e PC Sync allows to synchronize your Calendar Contacts To Dos and Passwords with EssentialPIM Connected to Wi Fi netwark linksys Choose your computer with EPIM nmn ng Max PUG home 192 168 1 100 21108 start automatically OFF START Tip If you do not see Start button make sure your Windows EPIM is now on Pairing Device step and you have Tunes installed on Windows 5 At the same time EssentialPIM on Windows will ask for confirmation O 2004 2012 Astonsoft Ltd EssentialPIM Pro Help Synchronization Wizard 287 Choose Sync Source Sync Credentials Pairing Device Please install and run EPIM Assistant app onto your iOS device from App Market After you run EPIM Assistant on your device current screen will ask whether to allow connection please answer Yes N m ae Cancel This is needed to prevent any unauthorized synchronization attempts with different devices in the future 6 Next Sync Options step presents you with some Opti
74. ons Default Options are usually OK On subsequent synchronizations to start synchronizing you need to e start Windows EPIM e start iOS EPIM go to PC Sync and press Start If something does not work see Troubleshooting iOS Synchronization More details on synchronization For each EssentialPIM category on Windows a separate Calendar will be created on iPhone iPad to change this go to Tools gt Options gt Your synchronization and uncheck Create calendars in iPhone for each of EPIM categories In this case all EPIM categories will be synchronized to one default calendar on your iPhone iPad 4 10 3 1 Troubleshooting OS Synchronization If you want to start synchronization but instead see this screen on iOS EPIM 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro adl EMT 20 12 PC Sync allows to synchronize your Calendar Contacts To Dos and Passwords with EssentialPIM Connected to Wi Fi network linksys Please start EPIM on your Windows computer and use File gt Synchronization Wizard to create iPhone PAD synchronization Make sure iPhoneiPAD is connected to same local natwork as your computer Make sure You have read Setting up iOS EPIM synchronization iTunes is installed on PC You use the latest Windows EPIM version check Help gt Check For New version Windows EssentialPIM is on Pairing Device step if not paired previously If paired Windows EPIM needs to be running
75. peeds All Windows Mobile synchronization settings could be changed under Tools gt Options menu 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro General Portable Features Name Windows Mobile Autosave Backup Synchronize the following modules Shortcuts Calendar Sticky Notes Spelling Modules Notes EPIM Today Contacts Calendar To Do Automatically perform synchronization Notes E On program start Contacts Mail Passwords Trash Synchronization Windows Mobile Outlook Security E On program exit E Synchronize every minutes Delete Synchronization 4 10 6 Palm EssentialPIM is capable of synchronizing its data with Palm devices Each EssentialPIM module will be synchronized to corresponding module in Palm device Add synchronization with Palm under File gt Synchronization gt Add Synchronization gt Palm 2004 2012 Astonsoft Ltd EssentialPIM Pro Help Synchronization Wizard Choose Sync Source gt Database File Database File Last opened file Local Database O Network Database lt Back Cancel Pressing Next button allows to choose modules to synchronize Synchronization Wizard Choose Sync Source Database File 5ync Credentials Sync Credentials Synchronize the following modules Calendar To Do Notes Contacts To start synchronization close EPIM and run HotSync on your Palm All Palm synchronization options can be changed
76. pressed Q Ihave bought other computer but now I want to transfer all my EPIM program and data to this new computer can you explain to me how to do this A You should install EPIM to a new computer and register it with your license name and key Then you should transfer your database and open it in EPIM File gt Open You can always download EPIM installation file from our site http www essentialpim com Q How can I transfer data to EPIM from another PIM A Data could be transferred via supported by EPIM formats only You can find all 2004 2012 Astonsoft Ltd 94 EssentialPIM Pro Help Supported formats in File gt Import menus Q How to sort records by A All EPIM items could be sorted by any field Click on field caption in order to sort by it Holding Ctrl button will allow to sort by several fields Q Is there a way to export in one file all EPIM settings A Yes all settings are stored in EPIM ini file which is stored here C Documents and Settings User Name Application Data EssentialPIM for XP C Users User_name AppData Roaming EssentialPIM for Vista Portable version stores this file in its program Q I purchased the EssentialPIM Pro and I would like to know whether after one year will I have to buy a new license A You ll need to renew your license for 50 of its cost in order to receive further upgrades for additional year If you won t want to sign up for further upgrades then you ll be abl
77. rking with EssentialPIM Pro 25 4 5 2 Notes managing Arranging Notes Notes could be arranged in hierarchical structure It could be edited using standard drag amp drop feature Notes could be also arranged using Actions bar tools Add as Child button creates a sub note to a current one Add as Sibling adds a To Do to an active tree Move In Out and Move Up Down buttons could be used to edit hierarchical structure It s also possible to drag amp drop Notes to each other to edit hierarchy Position change is also possible using standard drag amp drop feature Collapse Expand All buttons easily collapse expand the whole tree structure Notes could be also automatically arranged by Name or Last Modified date Notes ext Attachments 0 da Add to Root Ctrl R default Ari uH Add as Child Ins Aw F A Ge Add as Sibling Ctri G lotes text You can inse Delete Del Xi you are using Pro versi Rename se them to structure yo Modify Je Cut Ctrl X EH Copy Ctrl C Copy as Link Sticky Send via E mail Status Arrange Name Modified Auto arrange Notes Tabs EssentialPIM allows to create several notes trees Tabs are used for this in EssenbtialPIM Right click a default tab and choose necessary option 2004 2012 Astonsoft Ltd EssentialPIM Pro Help Rename renames current tab Add adds new tab Delete deletes current tab Color adds color decoratio
78. rl A All shortcuts could be edited under Tools gt Options gt Shortcuts dialog 4 16 Categories Categories in EssentialPIM Pro are an easy way to sort or mark your entries Using categories with Appointments and To Dos You can set category for Appointments or To Dos in special drop down menu in Appointment info or To Do info dialog 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro NOS Category Travel Required LJ None E Important E Business P O Personal Vacation O Must Attend E LJ Needs Preparation O Anniversary o Phone Call B C Holiday at To Do For more flexibility Categories list is customizable By pressing button you get to Categories dialog where you can add delete or edit categories El Must Attend MhTravel Required Needs Preparation L Anniversary The order which categories are listed in this dialog is used while sorting To Dos or Appointments by category in table view To change categories order you can use Move Up and Move Down buttons The color near category name is used to colorize the Appointments in Calendar or to mark To Do s To change category color press Color button and choose preferred one 4 17 Send via e mail This feature will allow you to email item with data from EssentialPIM Just right click on 2004 2012 Astonsoft Ltd o EssentialPIM Pro Help any Appointment To Do Contacts or Note and choose Send via E mall
79. rnet BBS s Shareware distribution libraries CD ROMs etc You may not charge any fee for the copy or use of the evaluation SOFTWARE itself but you may charge a distribution fee that is reasonably related to any cost you incur distributing the evaluation SOFTWARE e g packaging You must not represent in any way that you are selling the SOFTWARE itself Your distribution of the evaluation SOFTWARE will not entitle you to any compensation from Astonsoft Ltd You must distribute a copy of this EULA with any copy of the SOFTWARE and anyone to whom you distribute the SOFTWARE is subject to this EULA c Registered Copy After you have purchased the license for SOFTWARE and have received the file enabling the registered copy you are licensed to copy the SOFTWARE only into the memory of the number of computers corresponding to the number of licenses purchased The primary user of the computer on which each licensed copy of the SOFTWARE is installed may make a second copy for his or her exclusive use on a portable computer Under no other circumstances may the SOFTWARE be operated at the same time on more than the number of computers for which you have paid a separate license fee You may not duplicate the SOFTWARE in whole or in part except that you may make one copy of the SOFTWARE for backup or archival purposes You 2004 2012 Astonsoft Ltd may terminate this license at any time by destroying the original and all copies of the SOFTWARE in
80. s is shown below 192 168 137 178 For the Port number field use 21114 Tap the Connect button and EssentialPIM Pro will ask whether to allow connection Answer Yes in order to proceed to the next step Next gt Cancel Now run EssentialPIM on an Android device and choose PC Sync option TF PC Sync PC Sync allows to synchronize your Calendar Contacts To Dos and Password entries with EssentialPIM How to setup synchronization 1 Make sure your device is connected to the same network as computer with EssentialPIM 2 Start EssentialPIM and go to File gt Synchronization gt Add and choose Android 3 Enter IP address and Port number below as shown in the synchronization wizard and press Connect Server IP address 192 168 137 178 Port number 21114 Connect Enter Server IP address and Port number provided by the synchronization wizard and press Connect button EssentialPIM will detect your device and in order to 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro prevent any unauthorized synchronization attempts with different devices in the future will ask whether to allow synchronization with your particular device On the last step you ll be able to change synchronization name and choose synchronization direction Synchronization Wizard Choose Sync Source Choose Modules Sync Options Pairing Device Synchronization name A
81. splay Q How can I add edit field s in contacts A Open any contact and press Add field or select a field and press Edit field correspondingly Q How can I change fields order in Contacts A Just drag them in preferred order with left mouse button Q Some fields are not listed in Contacts table main view and some are not necessary How to set to display needed fields A Right click on field name caption and choose fields to display from context menu 2004 2012 Astonsoft Ltd 7 1 5 Mail Q Socket Error 10060 Connection timed out error A Make sure that all servers setting were set correctly under Tools gt Account Settings gt Edit gt Servers Settings If you are not sure about what to enter then login to your account via web interface and refer to Help area Search for POP3 IMAP for incoming mail and SMTP for outgoing mail settings through FAQs Q How to make mail available offline for IMAP accounts A IMAP accounts download headers only by default Press Manage Folders button from Actions panel and choose what folders to download fully Those folders contents will be available offline then 7 1 6 Network Q We ve ordered additional Network license s but we can t access to database It says that we need network license What to do A Send us all your order ID s we ll send you a proper key then Q I am trying to log into the program but it only lets me login with the SYSDBA How
82. t was told before Regards Sam White attachments This field has an additional Attachment sheet Here you can add delete open attachment or save it with other name 2004 2012 Astonsoft Ltd Working with EssentialPIM Pro al F Cu Documents and Setting x Text Attachments Using Recipients block This block contains list of mass mail recipients Here you can add remove recipients to from list or edit their info Right click on a field or entry to use one of its features Recipients Mess Ban Brown FE Edit Sarah Jc ds Add Remowe Recipients When using tags it can happen that some fields in contact info where not filled such entries will be highlighted with red font in recipients list You can see missing values in a tip when pointing cursor on interested entry in list To fix it use Edit feature and add missed values Recipients Ban Brown is First Mame John MEL Last Mame Smith Email john smithibrnail corn Ciby You can Add Remove recipients via special dialog it contains two lists your recipients list and list of database contact entries You can edit recipients list by using arrow buttons in the dialog Using Preview block This block is used to browse final view of every letter There are no possibility of editing here but browse only If you are sure that everything is fine than click OK in Send Newsletter dialog
83. ter the name for the field and data type which will be stored in it There are flowing data types available for contact fields Text Number standard text format which could contain any text or number info Date stores date Me a Mame Custom date Type Date Properties E Show as a appointment using category F Show at the bottom of the Calendar module Show as task using category enabled will automatically create annual event in Calendar Show at the bottom of the Calendar module option adds a notification to Calendar 3 days before event Drop down list creates drop down list with values in corresponding field Yes No creates drop down with two logical values like Yes No True False On Off or custom use values Check box standard check box Contacts Membership Groups could be arranged in tree structure To make a sub group just drag needed group to parent group holding left mouse button Each contact could be a member of several groups You can easily move contacts from one group to another using drag amp drop You can also edit each contact membership in special Membership field Membership znd Group dl It could be found at the bottom of Contacts screen or in Contact Info dialog By pressing button there will be a pop up dialog where you can enable preferred groups 2004 2012 Astonsoft Ltd 34 EssentialPIM Pro Help Et o E Second group Groups could automatically arr
84. time of the to do Show in Calendar puts a related item to Calendar All changes made in calendar item will be reflected in original To Do and otherwise changes in To Do will update calendar item Priority set a priority for the task Completion set a rate of completion of the task Category set a category for the task You can create custom categories by pressing button For more detail refer to Custom categories topic Toolbar at the top allows text formatting in Subject and Notes fields Assignee Assignee tab allows to assign contacts from the Contacts module to a to do To Do Info Filter All contacts Selected contacts Test Contact Left pane shows the list of available contacts the right one shows contacts already assigned to a to do item Contacts could be moved using arrow buttons or by double clicking selected contacts Filter drop down list reflects groups structure in Contacts module which makes easier to locate necessary contacts Custom Fields This tab allows to add user defined fields To Do Info C s Add Field Edit Field Delete Field Mowe Up l el ove D own 2004 2012 Astonsoft Ltd EssentialPIM Pro Help Buttons on the right allow to add new fields edit existing or delete unnecessary fields Move up and down buttons serve to adjust fields order in the list Reminder section Reminder could be enabled by checking Reminder check box Remi
85. velopment Astonsoft will not utilize such technical information in a form that personally identifies you 5 TERMINATION Without prejudice to any other rights Astonsoft may terminate this EULA if you fail to comply with the terms and conditions of this EULA In such event you must destroy all copies of the SOFTWARE 6 COPYRIGHT The SOFTWARE is protected by United States copyright law and international treaty provisions You acknowledge that no title to the intellectual property in the SOFTWARE is transferred to you You further acknowledge that title and full ownership rights to the SOFTWARE will remain the exclusive property of Astonsoft and you will not acquire any rights to the SOFTWARE except as expressly set forth in this license You agree that any copies of the SOFTWARE will contain the Same proprietary notices which appear on and in the SOFTWARE 7 EXPORT RESTRICTIONS You agree that you will not export or re export the SOFTWARE to any country person entity or end user subject to U S A export restrictions You warrant and represent that neither the U S A Bureau of Export Administration nor any other federal agency has suspended revoked or denied your export privileges 8 NO WARRANTIES Astonsoft expressly disclaims any warranty for the SOFTWARE THE SOFTWARE AND ANY RELATED DOCUMENTATION IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND EITHER EXPRESS OR IMPLIED INCLUDING WITHOUT LIMITATION THE IMPLIED WARRANTIES OR MERCHAN
86. whatever form You may permanently transfer all of your rights under this EULA provided you transfer all copies of the SOFTWARE including copies of all prior versions if the SOFTWARE is an upgrade and retain none and the recipient agrees to the terms of this EULA 3 RESTRICTIONS You may not reverse engineer de compile or disassemble the SOFTWARE except and only to the extent that such activity is expressly permitted by applicable law notwithstanding this limitation You may not rent lease or lend the SOFTWARE You may permanently transfer all of your rights under this EULA provided the recipient agrees to the terms of this EULA You may not use the SOFTWARE to perform any unauthorized transfer of information e g transfer of files in violation of a copyright or for any illegal purpose 4 SUPPORT SERVICES Astonsoft may provide you with support services related to the SOFTWARE Use of Support Services is governed by the Astonsoft polices and programs described in the user manual in online documentation and or other provided materials as they may be modified from time to time Any supplemental SOFTWARE code provided to you as part of the Support Services shall be considered part of the SOFTWARE and subject to the terms and conditions of this EULA With respect to technical information you provide to Astonsoft as part of the Support Services Astonsoft may use such information for its business purposes including for product Support and de

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