2. Edit Address Records |
To edit an existing record in the Address Book.
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From the Portal Page, click Address Book on the Office 4 menu.
The Address Book window appears.
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Select an existing record to edit by clicking on it.
You can access records three ways:
1. Name/Company/Personal tabs: Click tabs to select viewing option. You can search for a record as follows:
- Last Name (Name Tab) - These are company-wide records.
- Company Name (Company Tab) - These are company-wide records.
- Personal List (Personal) - These are records only viewable by the individual user.
Note: The records in the Personal Tab are stored separately from the Name/Company records; therefore, a Personal record will not show up in the Public (Name/Company) records.
2. Group: Select a group from the drop-down menu (in Name/Company tabs only).
3. Search: Enter a name.
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From the Record Detail window, click Edit.
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Change data as desired.
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When done, click Save.