EssentialPIM supports various ways of displaying, searching and managing options.

To search a contact start writing in the search field. You can also limit the search by a certain field by choosing specified field from drop down menu.

To change fields shown in the main window, right-click fields names in the main window and put check on the fields that need to be shown. If you need to change several fields, right-click fields names and choose Customize option.

To edit a contact double-click it in the main view. This will open Contacts info dialog. Edit any of the fields and press OK.

To sort contacts click on field caption in order to sort by it. Holding Ctrl button will allow to sort by several fields.

Contacts Groups

Groups is easy way to organize large amount of contacts.

To create a Group press Add Group button in the left-side Actions bar.

In a pop-up Group Info dialog you can specify Group info and add Group members from all contact list using Group members tab.

Custom fields

To add a custom field, click on a Add field button. Enter the name for the field and data type which will be stored in it. There are flowing data types available for contact fields:

- Text/Number - standard text format which could contain any text or number info

- Date - stores date

Show as task using category enabled will automatically create annual event in Calendar.

Show at the bottom of the Calendar module option adds a notification to Calendar 3 days before event.

- Drop-down list - creates drop-down list with values in corresponding field

- Yes/No - creates drop-down with two logical values like Yes/No, True/False, On/Off or custom use values

- Check box - standard check box

Contacts Membership

Groups could be arranged in tree structure. To make a sub-group just drag needed group to parent group holding left mouse button.

Each contact could be a member of several groups. You can easily move contacts from one group to another using drag&drop. You can also edit each contact membership in special Membership field:

It could be found at the bottom of Contacts screen or in Contact Info dialog. By pressing "..." button there will be a pop-up dialog where you can enable preferred groups:

Groups could automatically arranged by Name or Last Modified date: