Adding Address Book Entries

Updated 1 year ago by Niall Clifford

You can add Companies, Individuals, and Contacts to your Address Book.

Company entries represent a corporate entity you would like included in your Address Book.

Individuals (Households in Wealth Management Edition) represent a person who is not affiliated with a company or organization.

Contacts are entries that are always associated with Companies or Individuals.

Address Book entries refers to all Companies, Individuals, and Contacts in your Address Book.

If you need to add people to your Address Book, add them as Individuals or as Contacts of an Individual or Company.
If you need to delete a Contact, its associated notes and documents are automatically transferred to the “parent” Company or Individual, which ensures you maintain a record of all interactions with a company, even during changes.

If you have the Modify system tables access right, you can add, modify, and delete values for system table fields such as City by selecting the Edit List item from the drop-down list.

For a list of system table fields, see the Maximizer CRM Administrator’s Guide.


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