3. Copy Address Records |
To copy a record in the Address Book, follow these steps:
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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 a record.
You can access records three ways:
1. Name/Company/Personal tabs - click a tab for viewing options.
2. Group: Select a group from the drop-down menu.
3. Search: Enter a name.
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From the Record Detail window, click Copy & Add.
The Register Record window appears with data in initial record.
Note: The record copied will be company-wide/personal based on the original record. You cannot copy a company-wide record into your personal records or visa versa.
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Change data as desired.
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When done, click Register.