To add a record to the Address Book, follow these steps:

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

   The Address Book window appears.

2. Choose where to add your record:

   • To add a company-wide record (that will be viewable by all users), click Add.
   • To add a Personal record (viewable only by you), click on the Personal Tab, then click Add.

   The Register Record window appears.

3. Enter data accordingly.

   If you are creating a company-wide record, to categorize a record, select a group from the Group drop-down menu. We recommend you select a group for each new record, because you can find records faster by group than as an individual.

4. When done, click Register.