Address Book

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These settings relate to the PhonePad Address Book.

 

 AddressBookSystemRules3

 

Adding and Updating

Add new callers to Address Book

When checked, new callers will be automatically added to the Address Book.

Prompt when adding callers

When checked, users will be asked if they want to add a new caller to the Address Book.  Only valid if Add New Callers to Address Book is enabled.        

Update existing callers in Address Book

When checked, existing callers will be updated with any details that have changed for this caller.

Prompt when adding callers

When checked, users will be asked if they want to update a caller's details.

Check for duplicates when adding

When checked, PhonePad will check to see if the new caller you are adding already exists in the Address Book.

Address Book Tabs

Show Business tab

These settings determine whether or not the relevant tabs are displayed when adding, editing or viewing Address Book entries.  By default, all of these check boxes are checked which means all of the tabs will appear.

 

If there are tabs you don't use or if they're not relevant to your business then you can hide them by un-checking the appropriate check boxes.

Show Postal tab

Show Home tab

Show Map tab

Show Family tab

Show Notes tab

Show Documents tab

Labels

Identification Label

Enables you to set the text of the Identification label used in the Address Book.

Notes

 

Notes Checkboxes

If checked, the Notes tab will be displayed in each Address Book entry.  If unchecked, the Notes tab will not be displayed.

Notes Name

This allows you to rename the Notes tabs that are shown in the Address Book.

Notes Color

Change the color of each Notes tab.

 

 

 AddressBook Notes Tabs

 

 

warning

If a user does not have the appropriate Address Book permissions, they will be unable to add or update callers in the Address Book.