Skip to main content
Skip table of contents

Numbers in the address book

Accountants Enterprise only

Type: This refers to the type of number that you will enter. Press [F10] to open a pick-list of options, such as home telephone, business telephone etc. You can also nominate to enter a facsimile number. You then enter the relevant number in the Details field.

Copy and Share: These functions provide access to the Address book Browser for you to select information already in the database. The Properties button is active so that you are able to amend the information you about to copy or share.

Copy

The copy function enables you to copy a number to the contact on which you are working from another contact. The result is two copies of the information

For example, if two contacts have the same Australian Business Number, that number may be copied to the contact currently selected, instead of entering the details twice.

Copy can also be used to 'unshare' names in your database. By selecting to copy a number that is already shared you are breaking the 'share' link.

To copy a number in your database:

  1. Select Copy from. The Select number to copy from window opens.

  2. Highlight the item to be copied.

  3. Press Enter or Select. The address book is updated with the details from the copied number.

  4. Select OK to return to the Address Book.

Share

The share function enables you to share a number between the contact you are working on and another contact in your database. Select Share From if you wish to link the number you are adding to your database to another contact.

All data that is shared displays the two heads icon to indicate it is relevant to more than one contact in your database.

To share a number in your database:

  1. Select Share from. The Select number to share from window opens.

  2. Highlight the number to be shared.

  3. Press Enter or Select. The address book is updated with the details from the shared number and the two heads icon together with the word shared displays next to the address information.

  4. Select OK to return to the Address Book.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.