Cisdem ContactsMate Tutorial

Transcription

1 Cisdem ContactsMate Tutorial 1

2 Table of Contents I. About Cisdem ContactsMate... 3 II. Activating this Application... 4 III. Application Operating... 5 I. Add and Edit Contacts... 5 II. Create Groups... 8 III. Delete Contacts and Group... 9 IV. Use Contact Info... 9 V. Share Contacts VI. Conflicts VII. Other Features IV. Technical Support

3 I. About Cisdem ContactsMate Probably hundreds of contacts you have in your Address Book (also know as Contacts), but how many of them have complete information? Someday you like to send an and happen to know the address is missing or call someone to find out his number isn t filled in, especially with time going, it becomes a big headache to manage. However, Cisdem ContactsMate helps you arrange your contacts as easy as a pie. It is a professional program specifically designed for amending contacts with 15 conflicts provided as to make sure all your contacts problems are eradicated entirely. Without a doubt, Cisdem ContactsMate is one of the most capable and efficient utilities out there to help you with your contacts management. 3

4 II. Activating this Application Cisdem ContactsMate is available on our official website, you can download it at Once you have downloaded it to your computer, please double-click the DMG file to initiate the installation. In the Finder window that appears, you re able to move the app icon to Applications folder. Activating Cisdem ContactsMate is a fairly easy task. You just need to launch the app first, tap on the Help on the menu bar, and select the Register Cisdem ContactsMate from the list. Once the registration window shows on the screen, you have to copy-n-paste your registration code into the Keycode box, and then click Register button to confirm everything. 4

5 III. Application Operating I. Add and Edit Contacts For the first time when you run the app, system will ask your permission to visit your Contacts. After click OK, all the entries in your Contacts will be loaded to Cisdem ContactsMate and displayed accordingly, besides, no further permission will be asked next time you run it. In case that you mistakenly click Don t Allow, but you want to allow ContactsMate to access your Contacts. You can go to System Preferences > Security & Privacy > Privacy and then check Cisdem ContactsMate on the left column. 5

6 i. Create a New Contact Right click a contact, then click Add a Contact. You can also click button to add a new contact. 1. Click the Photo icon to load photo from local resource. 2. To add a filed, just click button and choose a field from the pop-up list. 3. Enter contact information in the designated fields, just click the blank and type. 4. Click or double click filed to modify it. ii. Import Contacts You can import contacts if you have exported contacts from another computer or apps in CSV and vcard format. 1. Click 2. Choose CSV/vCard file iii. Add Internet Accounts 6

7 If you have Internet accounts, such as icloud, Google, Facebook etc., you can import contacts from those accounts into ContactsMate so that you can easily manage all your contacts in one place. 1. Click. 2. Add Internet accounts in the left list by clicking + button. 3. Check Contacts in the right list. iv. Edit Contacts 1. Select a contact, then click Edit. 2. To add a filed, just click button, then choose a field. 3. To remove a field, click button. 4. To edit the field s label, double click it. 5. Click OK to save your edit. 7

8 II. Create Groups ContactsMate has accessed the Group information of Mac Contacts (and your internet accounts). You can manage Group in ContactsMate, and all changes will be synchronized to Mac Contacts. i. Add Group If you want to create a group under an Internet account or a group, you can right click it, then choose Add a group. ii. Remove Group Right click the Group title, then choose Delete. iii. Add Contacts to a Group Command click to select multiple contacts, then drag-n-drop them to a group. iv. Remove Contacts from a Group 1. Select a group, then select one or more contacts you want to remove from the group. 2. Right click one of them, then choose Delete. 8

9 v. Export Group 1. Right click the Group, then choose Export. 2. Select a folder where you want to save the output file, then click Save. vi. Rename Group 1. Double click the group title. 2. Right click the group title, then choose Rename. III. Delete Contacts and Group You can delete contacts and group. i. Delete Contact 1. Select one or more contacts 2. Click Delete button. 3. You can also right click them, then choose Delete. ii. Delete Group 1. Right click a group. 2. Then choose Delete. IV. Use Contact Info i. Send Select a contact 2. Move your mouse pointer over the address. 3. Click ii. Send Message 1. Select a contact 2. Move your mouse pointer over the phone number. 3. Click iii. Make Phone Call 1. Select a contact 2. Move your mouse pointer over the phone number. 3. Click iv. Make Video Call 1. Select a contact 9

10 2. Move your mouse pointer over the phone number. 3. Click v. Print mailing labels Right click one or more contacts, then choose Print. V. Share Contacts You can export contacts and then import them to other computer and app. Contacts are exported as CSV, Docx, Excel, Numbers, Pages, TXT, vcard, Html. You can choose fields (info) you need to export. Export selected contacts: 1. Select one or more contacts, then right click it. 2. Choose Export. Export all contacts from Internet account: 1. Select an internet account. 2. Click the Export button or File > Export in the menu. VI. Conflicts i. Conflicts Introduction 10

11 Duplicate Name: A name appears more than once in Address Book Incomplete Name: An incomplete name means the first or last name is missing or blank. Invalid Characters: Contact has invalid characters or mistakes unrecognized by system. For example, address com or phone number with letters will be considered as containing invalid characters. Duplicate Addresses in a single contact: Contact has duplicate address fields. For example, home address and work address with exact same information including street, district, city, post-code and country will be recognized to duplicate addresses. Duplicate Phone Numbers in a single contact: Contact has duplicate phone number fields. For example, work and home phone with exact same information will be recognized to duplicate phone number. Duplicate Addresses in a single contact: Contact has duplicate address fields. For example, home and work address with exact same information will be recognized to duplicate phone number. Note with Space Only: The note field in this contact only has space(s). Unusual Prefix: The allowed prefix and suffix are showed in Prefix & Suffix and those 11

12 excluded will be listed as unusual ones. Unusual Suffix: As per suffix, you may refer to the figure above. Space in the First Name: Contact has space(s) in first name. Nickname with Space Only: The nickname field in this contact only has space(s). Blank Name: The name field in this contact is missing or blank. s Duplicated among Multiple Contacts: The address appears in more than one contact. For example, Mike and Jack has the same home , in this case, ContactsMate will find the two contacts. Phone Number Duplicated among Multiple Contacts: The Phone Number appears in more than one contact. For example, Mike and Jack has the Phone Number, in this case, ContactsMate will detect the two contacts. Exact Duplicate Contacts: Two or more contacts have exact same fields. ii. Set Conflict Filter All conflicts are selected by default. You can disable conflicts you don't need in Preference > Conflict. iii. Resolve conflicts You can resolve all conflicts in Conflicts Resolution. 1. To get started, you can click Scan button to start scanning. 2. ContactsMate will bring you to Conflict Resolution window after finishing scan. All the questionable contacts are showed on the left column under each conflict, meanwhile, you are allowed to hide or show the content for a more convenient operation. The right part is Problem, Solution and Details. 3. Choose a solution, then follow the instructions and tips in Detail to fix this conflict. 12

13 Note: All changes made will automatically update to your Address Books. iv. Merge duplicate contacts 1. Select Merge in Solution, then click Fix. 2. In merge window, ContactsMate shows you the preview of the merged contact and duplicates that will be deleted. 3. You can edit the Merged contact. 4. Click Merge. v. Edit duplicate contacts 1. Select Edit in Solution, then click Fix. 2. In Edit window, ContactsMate shows you all duplicates. You can delete the duplicates and keep the original. VII. Other Features i. Add Prefix and Suffix Click the edit button on Prefix & Suffix tab to open the Edit window. You can enter 13

14 customized prefix and suffix or modify the default prefix and suffix. Separate the prefix and suffix with comma,. Click the OK button to save edit. 14

15 ii. Backup & restore Contacts You can backup & restore contacts in ContactsMate. To backup contacts: 1. Go to Preferences > Backup & Restore. 2. Choose a contacts source, then click Backup button. To restore contacts: 1. Choose a backup file in the right list. 2. Click Restore button. iii. Retrieve deleted contacts If you have accidently delete a contact in ContactsMate, you can put it back in Trash. 1. Open Trash 2. Find the deleted contact. 3. Click Put Back button or right click the contact, then choose Put Back. iv. Use tags to organize files You can add multiple tags to any contact. 15

16 1. Tag a contact: Click Edit, 2. Enter tag to Tags field, then press Enter key. 3. Click OK. The tags you have entered will appear in Tags (bottom left of the main window). v. Menu Dashboard Version ContactsMate provides quick look window. You can find the ContactsMate icon in the right end of the menu bar. In this window, you can 1. Search contacts 2. Add a new contact. 3. Send , send Message, make Phone Call and make Video Call. 16

17 IV. Technical Support Contact Us Any time you need help with using Cisdem products, please contact our support team at Our customer service staff will reply your with one business day. 17