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Address Book

Last updated: Thu, 27 Apr 2017 19:07:07 GMT
iOFFICE Knowledge Center

Address Book

The Address Book administration feature allows you to view, add, or edit vendor or third-party contact information.

 

The following processes are discussed in the section:

  • Editing a Vendor

  • Adding a New Vendor

  • Deleting a Vendor
     

To access the Address Book, select Admin Address Book. The Address Book screen displays.

Address Book - Quick Search.gif

 

Adding a New Vendor

To add a new vendor, perform the following steps:
 

  1. From the Address Book screen, click the (Add) icon in the lower-left corner. The Add New window displays. 

    Add New Vendor.gif
     

  2. Enter the name of the vendor in the Vendor Name field. 

  3. (Optional) Enter address information in the address fields on this window. 

  4. Select the vendor types that apply to the vendor in the Vendor Types section by entering the type in the Vendor Types field and then clicking the (Add) icon.



    To enter contact information for the vendor, proceed to step 5. Otherwise, proceed to step 6.

  5. Click the Contact tab to access additional fields where contact information can be entered for the vendor.


     

  6. Once all the information has been entered for the vendor, click the OK button to return to the Address Book screen.

  7. Click Save on the Address Book screen to save the changes.

Editing a Vendor

In order to edit an available vendor, perform the following steps:

 

  1. From the Address Book screen, click the Edit button to the right of the vendor you would like to edit. The Edit window displays, where updates can be made to the vendor as needed. 

 

 

  1. Make changes to the vendor information and click the OK button. The Edit window closes.

  2. Click Save on the Address Book screen to save the changes.

Deleting a Vendor

In order to delete a vendor, perform the following steps:

 

  1. From the Address Book screen, click the Remove button associated with the vendor. 

    Address Book - Remove.gif

    A message window displays, allowing you to verify the correct item was selected prior to deletion.

  1. Click Remove on this window to remove the vendor.
    Note: If you delete the record, there is no way to recover the information. If you unintentionally delete a record, you will need to recreate it.

 

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