Address Book

The Address Book in jobBag contains records of all of your clients, suppliers and individual contacts.  A Business contact  is a business entity For example: - Company: Jane Smith & Associates Pty Ltd An Individual contact  ...

Address Book Worklists Just like in the Jobs feature, the Address Book also has dynamic worklists. This means, you are able to save searches as a list, pin them and share them.  JobBag-owned Worklists JobBag comes pre-loaded with the follow...

Address Book Reports Type: Address book listing This report has a listing of address book records and record-related information. Configure this to suit your needs by adding / hiding columns.  Export clients and suppliers with contact...

Overview You can delete a supplier or client record if the records do not have outstanding invoices. The deleted records remain in the database.  Note - this is different from making an address book record in active. If you wish to reactivat...

Master File Changes Report For SOX auditing, companies need to be able to produce a report that shows all the changes to the MASTER FILE - which in our terminology is all changes that were made in the Address Book structure within a specified date...

User Maintenance Reports User Maintenance Reports and Change Logs for User Maintenance are found under File  > Administration > User  Maintenance In addition to history logs, there are reports: User Maintenance Reports Pri...

You can merge duplicate records in the address book. All transaction history will be merged into the one address book record Find the two address book records you would like to merge together, you can add them to a worklist or use filters to ide...

Address Book: Set it up as a CRM What is a CRM? Why does a business need a CRM? An active account management team can create a lot of data, and a lot of administration. All too often, details are missed if they are handwritten notes or stored in a...