Adding a New Address Book Entry from the Apps Menu
You use the Address Book app to capture contact information for people and organizations inside your business as well as external organizations with which you might have a contract. When you create an address book entry for a person or group, that person becomes available to select in other fields throughout the system. You must create an address book entry for a person or organization before they can be associated with a contract record.
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Adding a New Address Book Entry from the Datasheet Tab
If you are entering a new contract record and adding a party that you have not contracted with before, you must create an address book entry for a person or organization before they can be associated with a contract record. To maintain the integrity ...
Adding a New Entry in the Address Book App (Video)
You use the Address Book app to capture contact information for people and organizations inside your business as well as external organizations with which you might have a contract. Follow these steps to add an entry to the Address book app. Play ...
Administration Menu - Contract Address Book Substitution Utility
The Contract Address Book Substitution utility enables you to replace or reassign an individual as it appears within the Primary Party, Affiliated Party, or Responsible Party fields, for example. The system searches for and replaces the name with a ...
Searching the Address Book
The address book holds the contact information for all Ntracts users and individuals and organizations that are parties in a contract record. When entering a new contract record, you will add parties from the address book. The address book is a ...
How do I add/edit a new individual/organization to my address book?
With appropriate permissions, you can find the Address Book functionality in the Apps menu by selecting Address Book. There users with appropriate permissions are able to add or edit the information for individuals and organization that will be ...