Address book navigation 7

• Address Book Navigation Overview
• Mailing Lists
• Address Book Contact Structure
• Address Book Contact Categories/Types
• Client, Associate and Other Side Contacts

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Organisation groups 3

• Organisation Groups Overview
• View an Organisation Group Diagram
• Edit/Delete Organisation Groups

Preferred associates 3

• Preferred Associates Overview
• Create Preferred Associate Rules
• Edit/Delete Preferred Associate Rules

Create new contacts 9

• Create New Client/Associate and Other Side Contacts Overview
• Create New Organisations / Individuals
• Create New Locations
• Create New People
• Create Applicant/Inventor and Licensee Contacts Overview

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Organisation contact settings 12

• Organisation Contact Settings Overview
• Organisation Details
• Organisation Comments
• Organisation Finance Settings
• Organisation Preferences

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Location contact settings 7

• Location Details
• Location History
• Location Left Hand Menu Tools
• Move a Location to Another Organisation
• Merge Two Locations within the Address Book

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People contact settings 5

• People Details
• Person Left Hand Menu Tools
• Copy A Person from One Location to Another
• Move a Person from one Location to Another
• Merge Two People in the Address Book

Applicant, inventor & licensee contact settings 3

• Applicant, Inventor and Licensee Details
• Applicant, Inventor and Licensee Left Hand Menu Tools
• Merge Applicant/Inventor/Licensee Contacts

Edit contact details 6

• Edit Client/Associate/Other Side Organisation Details
• Edit Client/Associate/Other Side Location Details
• Edit Client/Associate/Other Side People
• Edit an Applicant, Inventor or Licensee
• Remove a Person From a Client/Associate/Other Side Location

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Delete contacts from the address book 4

• Delete a Client/Associate/Other Side Person
• Delete a Client/Associate/Other Side Location
• Delete a Client/Associate/Other Side Organisation
• Delete an Applicant, Inventor or Licensee Contact