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