Populating the Global Address Book

  1. New Company Types, Companies and Contacts can be imported or manually entered in the Global Address Book.

    • If manually entered, the user is prompted to post the new contact information into selected or all linked projects.

    • If imported, the information can be posted to selected, or all linked projects via an Export contacts option.

  2. A link is then maintained between the details of the contact in the Global Address book and the details in the linked projects.

  3. If information is changed in the Global Address Book the linked project, the contact is auto updated.

  • Users with access to the Global Address book can add contact details to the Global Address book but cannot post these directly to linked projects. The posting is a function of the Project Administrator using Export contacts option.

  • Contacts can be imported into a Global Address book from projects that are using a project specific address book. In this case however there is no link maintained between the Global Address book and the source project.