Address Book window
Use this window to manage your Address Book contact information.
Address Book contacts appear in the Companies /Contacts pane. Contacts are grouped by type (Companies, People, Regions, and Trades). Click any contact type to see an expanded list of contacts. Click any Companies or People contact to view its corresponding setup information.
To switch the active Address Book database, use the Search button to list other available databases.
Note: You can switch the active Address Book database only if you have the appropriate permissions level.
You can also import an address book that was exported from Sage 300 Construction and Real Estate.
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Select an Address Book database from the Companies/Contacts pane of the Address Book window.
Note: The Address Book contacts are listed by type (Companies, People, Regions, and Trades) above the Options pane. Click the arrow key to the left of the Companies and People lists to expand them.
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Click [New Company], [New Person], [New Region], or [New Trade] (from the top of the Estimating Management Console) as desired to add a new contact to the list.
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Edit the contact details in the detail pane (right-hand pane).
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Click [Save] to save the new contact.
Items on this tab
| Pane | Notes |
|---|---|
| Companies/Contacts pane |
Displays a list of all contacts in the selected Address Book database, according to contact type (Companies, People, Regions, or Trades). Select a contact to see the information for that contact. |
| Address Book Catalog toolbar |
Search for an Address Book by clicking the search icon ( You can also refresh ( |
) in the toolbar. (This icon is available only when you open the Address Book from the Estimating Management Console.)
) the Address Book list, updating the contact name information in with any changes other Sage Estimating operators have made while the | Button | Notes |
|---|---|
| [Refresh contact info] | Click to update the contact information in selected estimate databases or standard databases with the contact information in your current default Address Book database. |
| [New Company] |
Click to create a new company and add it to the Address Book database. Enter your new company information in the Detail pane, and then click [Save] to add the new company to your company list in the Address Book database. |
| [New Person] |
Click to add a new person contact and add it to the Address Book database. Enter the contact details in the right-hand pane, and then click [Save] to add the new contact to the person list in your Address Book database. |
| [New Region] |
Click to open the Region window to add a new region to the Address Book database. Type the name of the region in the Region window, and then click [OK] to add it to the region list in your Address Book database. |
| [New Trade] |
Click to open the Trade window to add a new trade to the Address Book database. Type the name of the trade in the Trade window, and then click [OK] to add it to the trade list in your Address Book database. |
| [Save] | Click to save your Address Book information changes. |
| [Return] | Returns you to the main company grid. Clicking this button abandons all changes. |
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[Notes]
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Click to add information to your contact, such as a company's return policy or a person's contact preference, for example. |
The search fields are displayed automatically when you click Companies or People in the Companies/Contacts pane. See Searching for contacts for more information about using search fields to locate specific contacts.
Click on any company in the list (in the Companies/Contacts pane) to view and edit its company information.
See Company setup pane for a complete description of each company information field.
Click on any person in the list (in the Companies/Contacts pane) to view and edit the associated contact information.
See People setup pane for a complete description of each contact information field.
Click to view a complete list of available regions in the detail pane.
Click to view a complete list of available trades in the detail pane.