Managing the Tree

The Concept

The tree-like structure you can see in the left half of the main window (from now on, we shall call it "the tree" for brevity) serves the purpose of organizing your contacts in a hierarchical structure. You can re-arrange this tree at any time to suit your needs.

Moving the Tree Branches

To prevent accidental disarrangement of the branches, tree re-arrangement is disabled until you explicitly turn it on by clicking the Drag-n-Drop in the Tree button on the toolbar. After that you can move the branches around by dragging and dropping them with your mouse. When you have finished editing your tree, click the button again to protect the changes you have made.

Moving and Copying Contact Records Between Tree Branches

To copy contact records from one branch to another, select the records with your mouse, drag them to the destination branch and drop them there.

If you need to copy several records from one branch to another, hold down the Ctrl or Shift key on your keyboard while clicking on the records by the left button of your mouse. When you click on the last record you are selecting, don't release the left mouse button, but drag the cursor onto the tree on the left. The cursor will change its shape to look like a stack of papers. You may find some tree branches in a collapsed state. Such branches have the closed folder icon with plus sign [+] on the left of it. Hover the mouse over the plus sign on the left of the closed folder, then the folder will open, expanding its child branches.

Once the desired branch is found, release the left mouse button, the contact records will be dropped onto the target branch, but the link to the old branch will remain. Thus, the contact records will be linked to both the source and the target branch.

To unlink a contact record from a branch, use the Unlink Cards button on the table toolbar. First select the record by left-cliking it, then click the Unlink Cards button.

To unlink multiple records, select them while holding the Ctrl or Shift key on your keyboard.

To delete a contact record, use the Delete button on the toolbar or in the context menu. First select the record by left-cliking it, then click the Delete button. To delete multiple records, select them while holding the Ctrl or Shift key on your keyboard.

In case you need to create a duplicate of the Contact Business Card, select the record you want to duplicate by right-clicking on it, then click on Duplicate the Card button.

To move a contact record to a different branch without saving the link to the old branch, use the Cut button on the table toolbar.

IMPORTANT! If the contact record is already linked to multiple branches, cutting out this record removes all the record's links which existed before.

First select the record by left-cliking it, then click the Cut button, then click on the target branch in the tree and click the Paste button. To cut and paste multiple records, select them while holding the Ctrl or Shift key on your keyboard.

Clicking the Line Color button opens the Color window, where you may pick the new color for selected record in the table.

To revert the line color to default use the following context menu items: Line Color → Clear

The Contact's Tasks context menu item opens the Task Contacts window.

The Reminder context menu item creates a new reminder.

Re-arranging the Tree Structure

The root of the tree (the very top node) represents the database you are working with as a user, while all the branches below can be managed by users as they wish. Each database may have a unique structure of the tree.

To add a new branch to the tree, navigate to the branch you want to become a parent of the new branch, right-click on that prospective parent branch and choose Add Branch from the context menu or click on Add Branch button on the toolbar. In the opened window, enter the name of the branch and click OK.

If there are already contact records linked to the chosen branch, sub-branches cannot be created in it, the reason for this is protection of data integrity.

To remove a branch, first select it by left-cliking on it, then right-click on it to open the context menu, choose Delete Branch or click on Delete Branch button on the toolbar. Confirm your intention to delete the branch by clicking on Yes button.

To rename a branch, first select it by left-cliking on it, then right-click on it to open the context menu, choose Rename Branch or click on Rename Branch button on the toolbar. Confirm your intention to rename the branch by clicking on Yes button.

You cannot rename or delete the root node of the tree, which represents the whole current database and bears its name.

Toolbar buttons Collapse All and Expand All serve for expanding and collapsing all the folders (branches) in the tree.