How to Install and Use EfficientPIM

EfficientPIM is a personal information manager program for Windows users to organize daily life. It helps manage tasks, contacts, notes, calendar, passwords and so on together. Read the steps below to learn how to install and use...

Method 1 of 3:

Installation

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    Download the program. Visit the EfficientPIM website: http://www.efficientpim.com/ and click the "Download" button.
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    Install the program. Just double click the installation package that you just downloaded.
    1. Accept the agreement.
    2. Click the Install button to install it.
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    Register/Try. After you finish installation and run it, you will see this window. If you have a registration code, then type in your name at "Register to" box and your code in "Registration code" box, and click Register; if you want to test it, then click Use Evaluation Version then you can access to the program.
Method 2 of 3:

Getting Started

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    Click any module. You can find there are in total 12 modules, click any one and you can access to the interface related and create new entries.
    1. Today-You can check all the events and tasks for today.
    2. Calendar-There are different views, including Day, Work Week, Week, Month and Year, you can check events and tasks very easily by different views.
    3. Contacts-This is a module for managing contacts with basic information and details, such as customer's name, company, department, email address, phone, birthday, habits, etc. There are some customize fields through which you can add anything as you want.
    4. Events-This is a module for managing meetings, dates, demos and so on, you can set the start time and end time, the importance of each item and recurrence.
    5. Tasks-You can create main and sub tasks, prioritize, set the start date and end date, track the progress and so on.
    6. Diary-This module is for keeping journal, you can find weather and emotion icons , besides, you can insert photos, tables,etc.
    7. Notes-This is a part for note taking, write down the idea here and take notes.
    8. Desktop Notes-Take notes and post it on the desktop, you can check them all the time.
    9. Password Manager-This module is for manage passwords, you can set password to protect them and the password is totally encrypted that you do not need to worry about the leakage.
    10. Favorite URLs-A part to save all the website links that you always use in daily life, including URLs, username, passwords, etc.
    11. Search-Search for the entry that you want by key word.
    12. Recycle Bin-If you delete something by accident, then you can find it back here.
Method 3 of 3:

Main Features

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    Password protection. You can click File>Password Protection to set password to open your data file or access to some modules for safety.
    1. Password to protect the data file
    2. Password to protect the Diary module
    3. Password to protect the Notes module
    4. Password to protect the Password Manager module
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    Autobackup and others. This program offers auto backup data, you can click Tools>Options>General to change the directory of it. At the same time, you can find many other functions at this window.
    1. Run at Windows startup-After you tick this one, the program will run when the pc starts
    2. Allow multiple instances-After you tick this one, you can open different files at the same time
    3. Check for updates at startup-It will pop up the updates news once you run it
    4. Minimize to system tray
    5. Click close to minimize program-After you tick this one, each time when you click close, it will be just minimized to the task bar or system tray instead of exiting from the program
    6. Require login from minimized state-If you set a password to protect the file, then you will need to type in the password from minimized state
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    Search.You can choose to search items in a specific module or globe search. Just one key word and you can find the items as you want.
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    Import & Export. You can import csv, txt files and export to HTML and csv files.
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    Change interface styles.There are 10 different interface styles in the program, including Blue, Black, Green, Pink, Pumpkin, Sliver, Springtime, Summer, Xmas, Valentine, you can change to anyone by clicking View-Interface Style.
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    Help. This is a very important part, here you can check the information about your code by clicking Help>About, read guide by Help>Help, and so on.
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    Experience. There are lots of other functions in the program, you can find out them when you use it day by day.
Update 05 March 2020
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