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Address Book window

Use this window to manage your Address Book information.

Note: You can switch the active Address Book database only if you have the appropriate permissions level.

Address Book contacts are listed by contact type:

Companies
People
Regions
Trades

When you select a contact type, a list of the companies, people, regions, or trades appears in a grid in the right-hand pane.

Select any contact type to see all the contacts of that type in a grid on the detail pane, displayed to the right in the Address Book window. You can use the icons in the column headers to filter the contacts displayed in the grid according to criteria you specify, or sort them in ascending or descending order.

You can also select the arrow beside the Companies or People list to expand it. Then, you can select a contact in the expanded list to view or edit the information for the contact.

Select Regions to view a complete list of available regions in the detail pane.

Select Trades to view a complete list of available trades in the detail pane.

Items in this window

Buttons

Buttons in the Address Book menu bar
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 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.

Address Book catalog toolbar
Icon	Function
Import	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.) You can import an address book that you exported from Sage 300 Construction and Real Estate in XML format. When you reimport an updated address book into Estimating, only new contact information is updated.
Refresh	In the Estimating Management Console, this button updates the Address Book with any changes you or other users make while the Estimating Management Console is open. In Sage Estimating, this button updates the contact 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.
Search	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 checkbox if you do not want the contacts to appear.

Panes

Items in the detail panes
Item	Notes
Detail grids	To display a detail grid, in the Address Book Catalog pane, select Companies, People, Regions, or Trades. The grid lists all the contacts of that type.
Grouping area	Groups all entries in the grid according to a specified grid field. Drag any grid column heading to the group by area to group the list by that field. For example, to group estimates according to job size, grab the Job size column heading and then drag it to this area.
/ (Filter Off/On)	Click the funnel icon in the header of any column you want to use to filter the contacts displayed in the grid. When you click the icon, a dialog box opens where you specify filter criteria. For example, if you click the icon for the Name column, you can select the name of a vendor, blank vendor names, or vendor names that match criteria. After you apply a filter, the funnel icon turns blue. To turn the filter off, display the filter dialog again, and then clear the criteria.
/ (Sort Ascending/ Descending)	To sort by a column, click the column header. Assuming that you have not yet sorted by the column: Clicking the header once sorts the grid in ascending order by the selected column. Clicking the header again sorts the grid in descending order. Clicking the header a third time removes the sort from the column and restores the default sort order.

Buttons in the detail panes
Item	Notes
[Restore grid defaults]	Click this button to revert to the grid's default display settings.
[Columns]	Click this button to display the Show/Hide Columns window, where you can choose the columns to display in the grid.
[Export]	Click this button to save a copy of the grid as a Microsoft Excel workbook.

Buttons in contact records
Button	Notes
[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]	This button is available when you display the contact record for an individual company or person. Click it to save your Address Book information changes.
[Return]	This button is available when you display the contact record for an individual company or person. Click it to return to the main company grid.
Notes	This button is available when you display the contact record for an individual company or person. Click it when you want to add information to the contact record, such as a company's return policy or a person's contact preference.

Fields

Field	Notes
<columns> (various)	The columns that you choose to show (in the Show/Hide Columns window) appear in the detail grid. You can use buttons in the column headers to filter and sort the grid in ascending or descending order.
Search	Type keywords in the Search box to display only contacts with characteristics (such as name, trade, address, and so on) that match you search term.