Cisdem Contactsmate User Guide

2020-06-18 02:39:11 / Posted by Rosa Reyes to Utility Follow @ Rosa

ContactsMate is software that keep all your contacts organized, synced, and up-to-date. 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. To facilitate your use of Cisdem Contactsmate, there are four parts below to get started.

 

Part 1  Download & Install

1. You can download the installation package of Cisdem Contactsmate from the below link.

Free Download

 

2. Install Cisdem Contactsmate with the downloaded package.

Double-click the dmg file.

Drag the Cisdem Contactsmate icon to Applications folder.

Part 2  Activation

After installing the program, you need to activate the program if you want to use the full version feature.

1. Go to Lauchpad or Applications folder, double click Cisdem Contactsmat to run the program, and then click the key icon on the top right corner.

2. Copy-n-paste the license code into the popped-up window, click Activate.

Part 3 App Operating

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

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

 

Part 3.1 Import Contacts

When you launch Contactsmate, Contacts information of Contacts app on Mac will auto be updated in Contactsmate. You could also import the contacts from CSV, vCard file, and import the contacts via Google, Exchange, iCloud etc.

Import:

1. Click button  select the target CSV or vCard file, and click OK.

2. Directly drag and drop the imported files on the target group name or the area on the right column.

Add Account: Click button  select the target Internet account, input your account information, then click Sign in.

Tips:
Apple Company removes integration with third-party Internet accounts like Twitter and Facebook on macOS 10.14, so you cannot add account of Twitter and Facebook in Cisdem Contactsmate, if you are running macOS 10.14 or later on your Mac.
You need to restart Cisdem Contactsmate after added social account, then updated contacts will be showing.

 

Part 3.2 Group Management

If your contacts were grouped in Contacts app on Mac, Except contacts, the groups will sync to Contactsmate as well. If you want to search contacts that has not been grouped yet, you can easily get it under Ungrouped section. You can also add, edit or delete groups in Contactsmate, and all the information will sync to related app.

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.

Delete group: If you want to delete this group, then just click Delete option.

Rename group: Right click the group name, click “Rename” or double click the group name, any method you selected can rename the group.

Move contacts: If you want to move contacts to another group, just command click to select the target contacts, drag-n-drop to another group name.

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.

Share group: If you want to share this group contacts to others, right click the group, select Share, and then select the app you want to share with.

Print group: When you want to send gift cards to your friends, it is convenient to directly print contacts from Contactsmate. Right click the target group, select Print, you could select to print the Default Fields or All Fields.

Tips:
a. Default Fields includes Name (Company name or Personal name), Phone, Email, and Address. If it is company contacts, only company name will be printed; if it is personal contacts, then only personal name will be printed;
b. If there are more than one phone numbers, only the first phone numbers will be printed. So does email and address.

Send Email: If you want to send emails to the contacts under this group, right click the group name, click "Send Email", then you can directly send an email to all the contacts under this group. 

 

Part 3.3 Contacts Management

You could edit all the contacts in Cisdem Contactsmate, and all the updates will sync to the related accounts.

Add a new contact
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.

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.

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.

Edit Contact

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

Search Contact

Type words related to contacts in the search box.  
1. Universal Search – Search in All Contacts.
2. Group Search – Search in current group.

Tips:

1. 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.
2. If you want to search for a phone number such as 041+1234567, you could directly enter "041123" to get the result, symbol is not required to be entered.

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

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.

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

Send Email
If you want to massive e-mail to the target contacts, just Command click the target contacts, right click one of the contact, click "Send Email".

 

Part 3.4 Fix contact

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.

If you want to fix only one contact, you could do as below: 

Step 1 Select the target group, click button  to scan all the problematic contacts.

Step 2 Select one of the duplicated name, choose a solution (Edit or Ignore), click .

Ignore: When you select Ignore, then this duplicate name contact will be removed from the list.

Edit: When you select Edit, then a pop-up window will be showing for you to edit this contact information.

a. You could click  to delete the contact you don't want to keep.
b. You could click  to delete the field you don't want to keep.
c. Slide on  if you want to merge the duplicated name contacts information into one contact.

You could also click  to delete the filed you don't need here. For the singal valued field, such as birthday, note, job title, if there is conflict information with this field, it will be marked as red. If you want to replace the field information under Merged Contact, just double click that field information you want to put under Merged Contact.
For example, if you want to replace 1998/11/25 with 2000/01/01, just double click 2000/01/01, the Birthday filed under Merged Contact will be showing 2000/01/01 automaticly.

 

Part 3.5 Fix All Contacts

If you want to fix all the contacts with one solution, you could do as below: 

Step 1 Select the target group, click button  to scan all the problematic contacts.

Step 2 Select one of the duplicated name, choose a solution (Edit or Ignore), click .

Ignore: When you select Ignore, then all the duplicate name contacts will be removed from the list.

Edit: When you select Edit, then a pop-up window will be showing for you to edit the first contact in the list.

a. You could click  to delete the contact you don't want to keep.
b. You could click  to delete the field you don't want to keep.
c. After finish editing this contact, you could click  to edit the next contact on the list.
d. Slide on if you want to merge the duplicated name contacts information into one contact.

You could also click  to delete the filed you don't need here. For the singal valued field, such as birthday, note, job title, if there is conflict information with this field, it will be marked as red. If you want to replace the field information under Merged Contact, just double click that field information you want to put under Merged Contact.
For example, if you want to replace 1998/11/25 with 2000/01/01, just double click 2000/01/01, the Birthday filed under Merged Contact will be showing 2000/01/01 automaticly.

Tips:
If you want to edit the contacts one by one before being merged, do not tick the option "Refer to this operation to fix all", just click  after editing finished.
If you want to directly merge all the duplicated name contacts, tick the option "Refer to this operation to fix all", and then click .

 

Part 4 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.

 

Part 4.1 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.

 

Part 4.2 Conflicts

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.

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 other characters appears except numbers, “+”, ”-“, ”(“, “)”, “space” with phone field. 

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. 

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.

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.

 

Part 4.3 Export Fields

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.

 

Part 4.4 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.

 

Part 5 Update Application

When you want to check if your current version is the latest one, you can follow the steps below to update it.

Step 1 Click "Cisdem Contactsmate" on the Top left menu bar, then click "Check for Updates..."

Step 2 Click "Install Update" to update it.

 

   Cisdem Contactsmate

 

A great contact manager that keep all your contacts organized, synced, and up-to-date! 

Free Download    Buy Now

 

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