The Address Book

Keeping your Address Book up to date

Review inactive contacts, archive or unarchive companies, and merge duplicate entries to keep your Address Book accurate.

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