Adding a Contact to the Address Book

A shared address book allows you to collect the contact details of suppliers, Resources, and other external persons. Address book contacts can be added to activities by adding them as a resource and then selecting the contacts.

🔑ACCESS LEVEL: Owner or Editor

To add a contact to the address book:

  1. Go to Planning > Address Book
  2. On the right-hand side, click +Add Contact
  3. Fill in the relevant details and click Save Changes at the bottom of the page
  4. The new contact can now be accessed through the address book
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