Address Book
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    Address Book

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    Article Summary

    Configure Address Book

    There are 5 configurations which have to be set up:

    Address Types

    There are three address types set up, you can add more if necessary.

    Address Book Settings

    Go through the address book settings to suit your business.


    You can create Arenas for your clients to organise them when reporting.

    Detail Types

    Details can be added to the Details section in the address book record. There are system details types and other detail types can be created to personalise your address book records.

    Organisation Chart

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