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Using the Estimating Management Console

Companies/Contacts toolbar

To display the Companies/Contacts toolbar:

  1. In the Estimating Management Console, on the ribbon, click [Address Book].

    In Sage Estimating, click File > Manage Address Book .

  2. Locate the toolbar at the top of the Companies/Contacts pane (the left-hand side of the Address Book window). The toolbar looks slightly different, depending on whether you are viewing it in Estimating or in the Estimating Management Console.

    The Companies/Contacts toolbar in Estimating:

    An image showing the Address Book Catalog toolbar in Estimating. It has no Search button.

    The Companies/Contacts toolbar in the Estimating Management Console:

    An image showing the Address Book Catalog toolbar in the Estimating Management Console

To perform one of the following functions, click the corresponding icon on the toolbar:

Companies/Contacts toolbar
Option Description

An image of the Refresh button available on the Estimate Catalog toolbar

Refresh address book catalog

In the Estimating Management Console, Updates the list of Address Book databases with any changes you or other users make while the Estimating Management Console is open.

In Estimating, updates the contact name information in your Address Book database with any changes other Sage Estimating operators have made while the Address Book window has been open. Other Sage Estimating operators have the ability to make changes to the Address Book database separately while you are working. For example, an operator might change a company name from "A-1 Electric" to "Allied Electric" in the Sage Estimating program while you are working in the Address Book window. The company name updates in the Address Book when you click the refresh icon.

An image of the Search button available in the toolbar

Search for new address books

Note: This icon is available only when you open the Address Book from the Estimating Management Console. (It is not available if you open the Address Book from the File menu in the Sage Estimating program.)

Scans for available Address Book databases in the SQL Server instance that are not currently displayed in the Estimating Management Console. This scan does not include estimates and standard databases, or other SQL Server instances.

You can add an Address Book database created in another Sage Estimating instance to your current SQL Server instance. However, Sage Estimating recognizes only databases that are added to the Address Book catalog from the Estimating Management Console.

To make another Address Book available to the current instance, use the Restore tool in the Estimating Management Console to restore an Address Book database created in a different SQL Server instance, and then use this Search to scan for it. The scan adds the Address Book database to the catalog so that Sage Estimating will recognize it and make available for use.

Important! You can use only one Address Book with Sage Estimating.
Options Select the Enable address book integration option if you want the address book contacts to appear in Sage Estimating . Clear the check box if you do not want the contacts to appear.