Section 3. The Basics

3.19 Address Book

Step 1
The address book is located on the left hand side of the program in both the business and personal client sections of the program.






The address book allows you to create Sub Categories in the business clients to sort your clients.

You can also create other major categories such as "prospects" to keep track of potential clients without having them appear in the real client listings.

The video below describes how to take full advantage of the features within the address book and how to properly use them.






Note: Keep in mind that adding sub categories to the personal clients is not suggested as it may cause an error in the way the information is displayed. Also the categories you create will not be carried forward to the next year for your personal clients listing.

Video Tutorial
Last modified: Wednesday, 29 April 2015, 9:11 AM
Skip Contact Us

Contact Us