1. Which Version
There are two versions, one for the Desktop/portable and one for networks. The difference between them is that the Desktop/portable version cannot be used to sync data with other computers whereas the network version can do this over WAN or LAN. So if you want to see your data across a number of PCS then the network version is for you.
2. Change the auto backup directory.
Backups of data are important and you should do this regularly. If you want to back up to a remote server then you will need the network version. If you want to put the backup with all you other backups in a local folder for subsequent transfer to a remote location then all you need is the desktop or portable version
3. Choose the modules you want to use.
There are several modules in EfficientPIM and it simplifies the entry and viewing if you reduce the interface to display only those modules that you actually use. The simpler the display the easier it is to use and you won’t have to even think about data entry of the items as it will become completely intuitive
4. Create different files or groups to manage information
This is important. EfficientPIM is a very flexible environment and you can have a number of different files to manage for different groups of items. For example you might want one file to contain records of gifts to customers- who gave it, its value, the date of presentation, who to and who by etc. Then you might want another one to record employee holidays. Another one to record expenses, grouping them into categories like Travel, Food etc. So it’s not just a simple reminder list software , it can keep complete records of your activities as well as keeping tabs on what you want to do in the future.
5 .Set the password if necessary
Passwords are useful if many people are going to access your system . It keeps private stuff safely under wraps from people who you don’t want to see your personal data and schedules. Use it with care and don’t forget the password!