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User preferences

Program Preferences

The program offers various configuration options in the Preferences page.

You can open Preferences page by setecting Settings > Preferences in the main menu, or by clicking the button on the sidebar. Clicking the button again will toggle back to the main application view.

Each page in the Preferences section has Reset to default link. It is highlighted when any setting on that page differs from the default value.

Note

When you change any settings, it will take effect immediately; you do not need to confirm or click "Save."

General

User Preferences - General Settings

  • Auto-start program: Automatically launch the program when Windows starts.
  • Close button behavior: Determines what happens when you click the Close (X) button:
  1. Exit the program: Closes the application completely (reminders will not be monitored).
  2. Keep program active, just minimize the window: Keeps the program running in the minimized state for reminder monitoring.
  3. Keep program active, but hide into system tray: Hides the program to an icon in the system tray (notification area). To reopen, click the blue icon or right-click on it and select Restore.
  • Check for Updates: Set how often the program checks for updates. You can also click Check Now to perform a manual check.

Auto-Start Behavior

When Windows starts and program Auto-start program is enabled, the program will start according to your "Close" selection (Normal window, Minimized, or Hidden in system tray).

Columns Setup and Name Display Order

Columns Setup allows you to customize the columns displayed in the contact table and specify the display order of the contact's Name.

The following options are available (choose from Display Name as: dropdown list):

  • First Last
  • First Nickname Last
  • Last First
  • Last, First
  • Nickname or (First Last)

User Preferences - Columns Setup

Here you can configure the appearance and behavior of reminders:

  • Interval in Minutes (default: 10 minutes
  • Alert Color and position
  • Display Location
  • Duration in Seconds (default: 8 seconds)

User Preferences - Popup Reminders

To test alert window, click Show Popup Dialog. Reminders can be dismissed or temporarily muted by clicking on the alert window.

Backup

Use this page to configure automatic database backups:

  • Backup Database Automatically: Enable/disable the auto-backup feature (default: ON).
  • Backup Every: Choose the interval: Day, Week, or Month (default: Day).
  • Backup Location: Choose where to store backups (default: user folder for EZ Contact Book / Backup)
  • Max. Number of Backups: Set the maximum number of backup files to retain (default: 50 files; older files are automatically deleted).

User Preferences - auto-backup database options

Editor Options

  • Run in View-Only Mode: prevents contact editing (useful for restricted access environments).

  • Auto-Casing Data Entry: Automatically capitalizes entries as you type in various editor fields.

    • Example: if Leading UPPERCASE in First and Last Name is enabled, entering sarah o'connor will automatically format it as Sarah O'Connor.

  • Default Text that will Automatically Appear in a New Contact: Pre-fills new contacts with a default State/Province/County and Country to save time.

User Preferences - Editor Options

Use this page to set up hardware and formatting for printing:

  • Select printers for Envelope Printer and Label Printer from the list of available printers.
  • Select print layout, paper size, and paper source for mail envelopes and address labels.
  • Country for Return Address: Used to determine the correct international address template if the mail recipient is international.

User Preferences - Print Settings

Use this page to configure printing the contact list in PDF format:

  • Select Page Size and Font Size.
  • Select columns to be printed in the list.

User Preferences - Print PDF Settings

Here you can customize how phone numbers are handled:

  • Set to make phone numbers clickable hyperlinks in the Contact Details.
  • Select the method for making a phone call by clicking phone links (e.g., Google Voice, Phone Link).
  • Set auto-formatting rules for local and long-distance phone numbers.

See Auto-formatting phone numbers for more details.

User Preferences for auto-formatting phone numbers and show phone numbers as clickable links

Sync with Other Devices

Use this section to set your synchronization preferences with Google Contacts:

  • Sync mode: Choose Manual, Semi-Auto or Auto mode.
  • iPhone/iPad support: Enable this for iOS devices and mobile phones that do not support multiple contact groups.
  • Auto-delete empty groups: Automatically remove empty groups from both the local database and Google Contacts.

See Sync with mobile devices and other PC's for more details.

User Preferences - Sync with mobile devices and other PC's

Notes Date/Time Stamp Format

When appending a note, you can add an automatic Date/Time stamp. On this page, you can specify:

  • The format of the stamp.
  • Separator between notes.
  • Whether the new note appended at the beginning or the end of existing notes.

User Preferences - format of the date/time stamp being added automatically when appending a note

Countries

Use this section to set list of countries you frequently use:

  • Configure the list of frequently used countries that appear in the Country drop-down boxes.
  • Add your own country names, or edit frequently used country names.
  • Delete from the list of frequently used countries.
  • Reload ISO-3166 list from the file (reset the list to default).

User Preferences - Configure Frequently Used Countries

Address Templates

Use this section to assign pre-defined address templates to specific countries:

User Preferences to assign Address Templates to specific countries