The Address Book
Resources for the Address Book feature
6 articles
Keeping your Address Book up to date
Review inactive contacts, archive or unarchive companies, and merge duplicate entries to keep your Address Book accurate.
The Address Book FAQ
Answers to frequently asked questions about the Address Book
Viewing Awarded Subbies in the Address Book
How to view details and stats of awarded subbies in your Address Book
How to Upload Files & Store Them in the Address Book
How to upload files such as Schedules of Rates, Capability Standards Statements, Insurance Certificates or Tender Forms and Schedules to contacts in your Address Book
How to Set a Preferred Contact in Your Address Book
How to Create and Use Lists
Speed up the invitation process by creating contact or company lists