Retrieve Partners Associated with Address Book Entries

Updated 1 year ago by dustin keir

You can retrieve the Partners associated with Address Book entries to add the Partners to the current list in the Address Book page.
You can retrieve the Partners associated with a single Address Book entry, or you can select multiple Address Book entries to retrieve all Partners associated with the selected entries at once.
  1. Click on the Company, Individual, or Contact to make it the current entry.

– or –

Select multiple Address Book entries.

  • Click the checkbox to the left of entries.
  1. Select Search > Retrieve Partners.

– or –

Right-click and select Retrieve Partners.


How did we do?