Address Book manual

2. Edit Address Records

To edit an existing record in the Address Book.

  1. From the Portal Page, click Address Book on the Office 4 menu.

    The Address Book window appears.

  2. 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.

  3. From the Record Detail window, click Edit.

  4. Change data as desired.

  5. When done, click Save.


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