Add an Address Book Entry

The top part of the screen contains the Caller Information area. The Fullname field is a mandatory field as it is used by PhonePad to look up caller information.

Your PhonePad Administrator can configure which tabs are displayed on this screen, so not all of the tabs described here may appear.

Fullname	This field is mandatory. When you enter a name in the Fullname field it will be automatically separated into the Firstname, Middlename and Lastname fields. Of course, you can always edit this fields if you wish.
Job Title	You can enter a job title or position in this field.
Company	Enter a company name if relevant (you can rename this to something else if it makes more sense for your business).

Title	Select or enter a title, eg. Ms.
Firstname	This field is automatically populated when you enter a name in the Fullname field, but you can also manually enter a Firstname.
Middlename	This field is automatically populated when you enter a name in the Fullname field, but you can also manually enter a Middlename.
Lastname	This field is automatically populated when you enter a name in the Fullname field, but you can also manually enter a Lastname.
Suffix	Anything that comes after the name, like Esq.
Job Title	Their position title, eg. CEO.
Date of Birth	When you select a birth date the Age Now will be automatically calculated.
Age Now	This field is automatically populated with the caller's age, based on the Date of Birth.
Date of Death	It's a bit morbid but your business may need this.
Identification	You can enter text in this field that identifies the entry. For example, you could enter a client number, patient number, etc.
Contact Type	Select a Contact Type from the drop-down list. These are added by your PhonePad administrator.
Best Contact Number	Contacts can have a lot of phone numbers in the Address Book, so this field can contain the best number to contact them on.
Load Save Clear	Use the Load button to load a photo for the contact. Use the Save button to save the photo. Use the Clear button to clear the photo.
Private Entry	When checked, only you will be able to view this entry.

The Map tab can show the caller's location using Google Maps based on their Business, Postal or Home address. You will need to enter an address on the Business, Postal and/or Home tabs before you can use the Map feature.

To load the map, select Business Address, Postal Address or Home Address and click the Update button. It may take up to a minute or so, depending on the speed of your Internet connection.

A marker will show the address. You can zoom and pan the map, just as you can on the Google Maps website.

When you save the new address book entry the map will be saved in the database as a static image. This avoids having to load the map each time from Google Maps.

If you want to update the map you can do this at any time by clicking the Update button.

The Family tab allows you to enter a spouse's name and date of birth, as well as the names and dates of births for up to 6 children. It includes email address and phone numbers for their Spouse.

The Notes tab is divided into 10 tabs which allow you to keep an almost unlimited amount of notes. The names and colors of the tabs can be customized in System Rules.