File
New
Create a new Efficient Reminder file. At Efficient Reminder's first run, it creates a file 'MyReminder.erfx' in the 'My Documents' folder. By default, all your information will be saved in this file. If you hope to manage your events in different files, you can also create other Efficient Reminder file(s).
Open
Open an existing Efficient Reminder file.
Connect to Server
Only users who have purchased a Network Edition license can use this feature. Please refer to Connect to Server.
Save As
Save the currently open file into another folder, or into another file name.
Password
Set the password to open the current Efficient Reminder file. By default, the file of Efficient Reminder does not have a password. If you specify a password, you will be required to enter this password the next time you open this file. If you set a corresponding option, you may also be required to enter the password when Efficient Reminder is restored from the minimized state. (You can click 'Options' on the 'Tools' menu, and then click the 'General' button at the left of the Options dialog box to configure this option.)
Tip: Password is case-sensitive.
Users
Only users who have purchased a Network Edition license can use this feature. Please refer to User Management.
Backup
Back up the currently open file.
Efficient Reminder's default backup folder is 'My Documents\EfficientPIM Backup'. To migrate Efficient Reminder's data to another computer, you can back up the data to a USB drive.
The extension of Efficient Reminder's backup file is .erfxbak.
Restore
Restore data from a backup .erfxbak file to the open file.
Tip: Restored data will overwrite the existing data in your currently open file.
Print Preview and Print
Calendar module: If 'TaskPad' receives the focus, the data in TaskPad will be printed; otherwise, all events in the current calendar will be printed.
Other modules: If some content in comment receives the focus, the relevant data will be printed; otherwise, all data in the current information list view will be printed.
Edit
Common commands in the Edit menu include Cut, Copy and Paste, as well as the commands, such as (open to) Edit, Delete and Copy to Group that operate on the entries selected in the current information list.
All the 'selected records' or 'selected entries' mentioned below mean records or entries currently selected in the current information list.
Cut, Copy and Paste
The software supports clipboard operations such as cut, copy and paste on the information records. In the 'Events' function module, for example, when you select an event in the event list, if it is not being edited, you can press Ctrl+X or Ctrl+C to cut or copy this event.
Note: If there is a flashing cursor in the shape of '|' in the current window, it means the event is being edited.
Edit
Open a new window in which to edit the selected entry.
Delete
Delete the selected entry. Deleted information will be sent to the 'Recycle Bin'.
Owning Groups
View or set the groups the selected entry belonging to.
Copy to Group
Copy the selected entry to another group.
View
Reminders Window
Show the Reminders window.
Toolbar
Show or hide the toolbar.
Status Bar
Show or hide the status bar.
Show Records in Subgroups
Click the name of a group on the navigation panel at left, and the records belonging to that group will be displayed in the list on the right. If you select 'Show Records in Subgroups', all records in this group as well as in any of its subgroups will be displayed.
Show Fields
Configure which fields will be shown or hidden in the current information display list.
Table View and Card View
Display event list in Table view or Card view.
Sort By
Configure the current information display list to be sorted by which columns, and ascending or descending. You can also clear sorting (and display records in the order they were entered).
Details
Configure whether to show the details of the currently selected record below the list.
Comment
Configure whether to show the comment of the currently selected record below the list. The attachment(s) of the current record will also be shown here.
Refresh
Refresh the current view. This feature is available only when you connect to the server. When connecting to the server, as multiple users are operating data at the same time, you may need to refresh the current view in order to view the most recent data entered or changed by other users.
Interface Style
8 interface styles are available for you to choose from.
Go
Go to a corresponding function module.
Tools
Search
Search information records by various criteria.
Import
Import the contents from a comma delimited file to the Efficient Reminder file.
Export
Export data from the Efficient Reminder file to a comma delimited file or an HTML file.
Import Holidays
Import predefined holidays, including international holidays, major holidays of various countries and regions.
Empty Recycle Bin
Empty all contents in the Recycle Bin.
Tip: Please be careful during your operation. If you delete a record by mistake, you can restore it from within the Recycle Bin. However, if you empty the Recycle Bin, all the deleted entries will be gone forever, and cannot be restored any more.
Options
It displays the Options window. You are suggested to browse through this window to learn what custom configurations you are allowed to make by Efficient Reminder.
Language
Switch between different user interface languages. At the first startup of Efficient Reminder, it chooses the language that best matches your operating system. You can also switch between languages manually.
Actions
New
Open the window to create new information.
New Group
Add a new group.
Add Attachment
Add an attachment to the currently selected entry.
Add File Link
Add a file link to the currently selected entry.
Help
Help
Display help on the current function module.
Tip of the Day
Display the Tip of the Day window.
Check for Updates
Check whether there is a new upgrade or update.