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Introduction to the Address book
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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 can be a sole trader, employee or a individual contact For example: - Contact: Ms Jane Smith
Navigate JobBag > Address Book
To use the Address Book effectively, you will need to review and configure the following
Who can do and see what in the address book
Navigate to File > Administration > User maintenance
Configure the address book
- Address book types - Street, mailing address
- Configure Address book settings -
- Detail Types
- Organisation Chart
How to add address book entry/type
There are a number of address book types you can add the most popular being Client, Supplier, employees and freelancers and ind.
JobBag also has a talent/performing artists, media, superannuation and banks
Set it up as 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 person's memory. Valuable follow-ups could be missed, and prioritising customers could end up as guesswork.
ABN asome browsers enable drag-n-drop only when dataTransfer has datand address Look up service
JobBag supports the Australian Business Register ABN look up service. This service allows you to verify that the business you are entering into your database is a registered entity. We don’t support any other lookup service at this time.
Address Look up service
The Address Lookup service allows you to use the address that is known to the address service and is correctly formatted for mailing and delivery purposes. You can configure this for Australia and New Zealand.
Importing your existing list
In order to upload your existing list, please contact JobBag Support for assistance. 02 8115 8090