The Address Book

How to Upload Files & Store Them in the Address Book

How to upload files such as Schedules of Rates, Capability Standards Statements, Insurance Certificates or Tender Forms and Schedules to contacts in your Address Book

How to Set a Preferred Contact in Your Address Book

How to Create and Use Lists

Speed up the invitation process by creating Contact or Company Lists

How to Archive Companies in Your Address Book

This guide shows you how to archive and unarchive companies in your Address Book