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Cisdem ContactsMate Tutorial

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I. ABOUT CISDEM CONTACTSMATE 3 ...............................................................................

II. ACTIVATING THIS APPLICATION 4 ...............................................................................

III. APPLICATION OPERATING 5 .........................................................................................

I. IMPORT CONTACTS 5 .....................................................................................................................

II. ADD ACCOUNT 6 ...........................................................................................................................i. Add Account 7 ................................................................................................................................ii. Remove Account 7 .........................................................................................................................

III. GROUP 7 .........................................................................................................................................i. Add a Group 7 ................................................................................................................................ii. Delete Group 8 ...............................................................................................................................iii. Move Contacts 8 ...........................................................................................................................iv. Export Group 8 ..............................................................................................................................v. Rename Group 8 ............................................................................................................................vi. Share Group 9 ................................................................................................................................vii. Print Group 9 ................................................................................................................................

IV. MANAGE CONTACTS 9 ................................................................................................................i. Add a Contact 9 ...............................................................................................................................ii. Delete Contact 10 ...........................................................................................................................iii. Remove Contact 10 .......................................................................................................................iv. Edit Contact 10 ..............................................................................................................................v. Search Contact 11 ...........................................................................................................................vi. Export Contact 12 ..........................................................................................................................vii. Share Contact 12 ..........................................................................................................................viii. Print Contact 12 ...........................................................................................................................

V. SCAN CONTACTS 13 ......................................................................................................................

VI. PREFERENCE 15 ...........................................................................................................................i. General 15 .......................................................................................................................................ii. Conflicts 15 ...................................................................................................................................iii. Export Fields 19 ............................................................................................................................iv. Backup & Restore 20 .....................................................................................................................

IV. TECHNICAL SUPPORT 21.................................................................................................

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Table of Contents

I. About Cisdem ContactsMate

ContactsMate is a software that keep all your contacts organized, synced, and up-to-date. You

can import contacts from CSV, vCard, and sync contacts from Google, iCloud, Exchange,

Facebook, Twitter, LinkedIn, etc, which means you can manage all your contacts in one place.

It is so easy for you to view, add, edit, group and tag the contacts, also you can scan all your

contacts to find out the problematic contacts and fix it. Such as the duplicate contacts and

formatting errors. What’s more, you can share, export and back up contacts to quickly

exchange information. Begin with ContactsMate to manage your contacts efficiently.

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II. Activating this Application

Cisdem ContactsMate is available on our official website, you can download it at https://

www.cisdem.com/downloads/cisdem-contactsmate-13.dmg Once you have downloaded it to

your computer, please double-click the DMG file to initiate the installation, and a window

with this app’s icon will appear on the screen after you do so, indicating the installation is

completed. You then need to relocate the icon to desktop or “Applications” folder. Activating

Cisdem ContactsMate is a fairly easy task. You just need to launch the app first, tap “Help” on

the menu bar, and select the “Activate Cisdem ContactsMate” from the list. Once the

activation window shows on the screen, you have to copy-n-paste your license code into the

box, and then click “Activate” button to confirm everything.

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III. Application Operating I. Import 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.

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In case that you mistakenly click “Don’t Allow”, but you want to allow the ContactsMate

access your Contacts, go to System Preferences and select the Security & Privacy.

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Click “Privacy” and then mark “Cisdem ContactsMate” on the right column.

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II. Add Account

Contact manager syncs with the built-in Contacts app on Mac and also supports all leading

cloud services, including iCloud, Google, Exchange, Facebook, Twitter and LinkedIn, etc.

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i. Add Account

If you want to manager contacts from your social accounts with ContactsMate, click button

and then button ! , select the services you want to add, enter your accounts

information to save it.

ii. Remove Account

Also it is easy to remove an account, select the account you want to remove, click button !

III. Group ContactsMate has accessed the Group information of Mac Contacts. You can manage Group

in ContactsMate, and all changes will be synchronized to Mac Contacts.

i. Add a Group

If you want to create a group under All Contacts, you can right click On My Mac, then click

Add a group. If you want to create a sub-group inside a group, you can right click the group

title, then click Add a Group on right-click menu.

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ii. Delete Group

Right click the Group title, then choose Delete on the right-click menu.

iii. Move Contacts

Command click to select multiple contacts, then drag-n-drop them to target group.

iv. Export Group

Right click the Group, click Export option on the right-click menu, choose a format and

location, then click Save. There are eight output format options provided in ContactsMate:

CSV, vCard, TXT, Docx, HTML, Excel, Numbers and Pages.

v. Rename Group

a. Double click the group title.

b. Right click the group title, then click Rename on the right-click menu.

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vi. Share Group

Right click a group, click Share option to select the way to share your contacts. You could

share with mails, messages and so on.

vii. Print Group

Right click a group, click Print option to select Print Default Fields or Print All Fields.

Print Default Fields includes Name (Company name or Personal name), Phone, Email,

Address.

Tips: 1. For the default fields, if it is company contacts, only company name will be printed; if it is personal contacts, then only personal name will be printed; 2. If there are more than one phone numbers, only the first phone numbers will be printed. So does email and address.

IV. Manage Contacts i. Add a Contact

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Right click a contact, then click Add a contact on the right-click menu.

You can also click ! button to add a new contact.

Click the Photo icon to load photo from local resource.

To add a field, just click button and choose a field from the pop-up list.

Enter contact information in the designated fields, just click the blank and type.

Click or double click field to modify it.

ii. Delete Contact

a. Click Delete option to delete the selected contact.

b.Command click to select multiple contacts, right click them, then click Delete on pop-up

menu.

iii. Remove Contact

a. Click Remove option to remove the selected contact out of this group.

b. Command click to select multiple contacts, right click them, then click Remove on pop-up

menu.

iv. Edit Contact

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a. To add a field, just click button and choose a field from the pop-up list.

b. To remove a field, click ! button.

c. Click or double click a field to start edit.

d. Company contact: When the contact is considered as a company contacts, you could check

the box of Company in the contact information. The first line of this contact in the list is

showing Company Name, the second line of this contact is showing Personal name and Job

title

Tips: If the company name is blank, the first line will be showing “No Name”.

v. Search Contact

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Type words related to contacts in the search box.

1. Universal Search – Search in All Contacts.

2. Group Search – Search in current group.

Tips: Fields of Personal name(include prefix and suffix), Company name, phone, email, and note are available to be searched both with Universal Search and Group Search.

vi. Export Contact

Right click a contact, click Export option to export the contact.

vii. Share Contact

Right click a contact, click Share option to select the way to share your contact, you could

select mail, messages and so on.

viii. Print Contact

Right click a contact, click Print option to select Print Default Fields or Print All Fields.

Print Default Fields includes Name (Company name or Personal name), Phone, Email,

Address.Tips: 1. For the default fields, if it is company contacts, only company name will be printed; if it is personal contacts, then only personal name will be printed;

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2. If there are more than one phone numbers, only the first phone numbers will be printed. So does email and address.

V. Scan Contacts System will bring you to Conflict Resolution after clicking the Scan button, you will see all

the questionable contacts showing on the left column under each conflict, meanwhile, you are

allowed to “hide” or “show” the content for a more convenient operation. Click any of

contacts the detailed information will be displayed on the right part of the interface including

Name of the contact, Problem, Solution and Details. And then you could select the proper

solution, click Fix or Fix All with the problematic contacts. Be aware of that all the changes

made here will automatically update to your Address Book.

Fix: If you want to fix information of only one contact, select the solution, click Fix, then you

could edit information of the selected contact.

Fix All: If you want to fix information of multiple contacts with the same solution, select the

solution, click Fix All, then you could edit multiple contacts one by one.

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Delete: If you want to delete the duplicate contacts, select solution of Edit, click Fix/Fix All,

click button under the contact you want to deleted.

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Merge: If you want to merge the duplicate contacts, select solution of Edit, click Fix/Fix All,

slide merge button to turn on it, then click OK/Next.

Tips: After clicking fix all, if you want to batch merge duplicate contacts, just slide the Merge button to turn on it, check the box of Apply to All to set the Merge option is enabled by default, then click Next.

VI. Preference If you want to change the defaulted settings, please click “Cisdem ContactsMate” on menu

bar and then select “Preferences”. You can set the showing rules: General, Conflicts, Export

Fields and Back up & Restore.

i. General

Show First Name: You can set the showing place of First Name, Before or after the last

name.

Address Format: The address format may be different for different countries, you can select

the proper format as your requirement here.

Default Account: The default account you selected will be showing at the front.

ii. Conflicts

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Duplicate Name: That name of contacts appears more than once in contact list.

ContactsMate will separately detected the duplicate name from Company Contact and

Personal Contact.

Click button , you can set what defines a duplicate name as your requirement. For

example, if only First Name and Last Name were selected, then Contacts with same first

name and last name but different middle names will also be treated as a duplicate name.

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Exact duplicate name: Exact duplicate means contacts information of all fields are same.

ContactsMate will separately detected the exact duplicates from Company Contact and

Personal Contact.

Incomplete name: Name of Personal Contact is incomplete which means the first or last

name is missing or blank.

Blank name: Name of this contact is missing or blank.

For Company Contact: company name of this contact is missing or blank.

For Personal Contact: Both Last name and First name are missing or blank.

Invalid characters: This is only for fields of Email and Phone, which detected no “@“ with

email field, and othercharactersappearsexceptnumbers,“+”,”-“,”(“,“)”,“space”with

phoneEield.

Duplicate phone numbers in a single contact: This contact has duplicated phone number in

different fields, for example iPhone and mobile phone, but only these numbers with exactly

the same information will be classified to duplicate phone number.

Duplicate email addresses in a single contact: This contact has duplicated email address in

different fields, for example home email and work email, but only these email addresses with

exactly the same information will be classified to duplicate phone number.

Duplicate addresses in a single contact: This contacts has duplicated address in different

fields, for example home address and work address, but only these addresses with exactly the

same information including street, district, city, post-code and country will be classified to

duplicate address.

Duplicated phone numbers in multiple contacts: The same phone number appears in more

than one contact, for example Mike and Jack has the same phone number, in this case,

ContactsMate will detect these two contacts in this conflict.

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Duplicated email addresses in multiple contacts: The same Email address appears in more

than one contact, for example Mike and Jack has the same home email, in this case, these two

contacts will be detected by ContactsMate in this conflict.

Unusual prefix: The allowed prefix and suffix of Personal contact name are showed in

“Prefix & Suffix” and those excluded will be listed as unusual ones.

To edit the prefix or suffix, you could click the button behind the Unusual prefix or

Unusual suffix, click edit , then you can enter/modify customized prefix or suffix.

Separate the prefix/suffix with comma “,”. Click the OK button to save edit.

Unusual suffix: As per suffix, you may refer to the figure above.

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Blank space in the first name: Among characters of the first name, there exists some blank

space. In this case, those Personal Contacts will be listed under this conflict.

Has company name but no title: For Personal Contacts that has company name but job title

has not been added.

Empty notes: While the note of this contact is empty, it will be detected as Empty notes.

Please notice that when the note was entered with space, it will not be detected as Empty

notes.

iii. Export Fields

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Add Export Fields: Select the Field you need from the left column Available Fields, then

click button ! to add it in the right column Selected Fields.

Remove Export Fields: Select the field you want to remove from the right column Selected

Fields, click button ! to remove it.

iv. Backup & Restore

Backup: You could click Backup before fixing the problematic contacts, in case of missing

the contacts information by mistake operation.

Restore: You could restore the backup contacts if you need.

Delete: You could delete your backup contacts if you do not need it any more.

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IV. Technical Support

Contact Us

Any time you need help with using Cisdem products, please contact our support team at

support@cisdem.com. Our customer service staff will reply your email within one business

day.

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