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If the Global Address Book is updated with changes to contact details, linked projects are automatically updated (for those contacts within the linked projects that are linked to the Global Address Book).
If contact details in a linked project are updated the Global Address book and other linked project will also automatically update.
Deleting Contacts: If a contact is deleted from the Global Address Book, the administrator will be prompted to delete the contact from all linked projects. If they choose yes, the contact will be deleted from projects with no transactions. If there are transactions within a project the contact is not deleted however the link to the Global Address Book is broken.
If a contact is deleted from a local project linked to a Global Address Book project, the Global Address Book is not affected.
Making contacts Inactive: This is treated in a similar way to Deleting contacts.
Sometimes updating an entry in the Address book in a project can break the link to the Global Address Book. The Global address status column on the Contacts and Companies registers lets you quickly see if an entry is linked to or unlinked from the Global Address Book and relink it if necessary.
If the entry is unlinked and you want to relink it, you can select it, open the More menu, and then select Re-link to Global Address Book.
The Global Address Book status field is also on the Contact details page. The field is for information only. If you want to relink the status, you must do it from the Address book register.
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9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information