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Address Book Types

The Address Book Types list lets you classify prospects and address book entries. It's a useful utility that helps with lead tracking within the Goldenseal business management software.

ADDRESS BOOK BASICS
       When to Use Address Book Types | Entering Address Book Types | Using Simple Lists

WEBSITE INFO LINKS
       Lead Tracking Software | Business Management Software

RELATED TOPICS
       Actions Taken | Address Book | Contact Log | Customer Accounts

When to Use Address Book Types

Use Address Book Types in the Address Book and in Prospects.

For example, you might want to include classifications like the following:

  • Emergency numbers
  • Neighbors
  • Prospective suppliers
  • Marketing contacts
  • Gargoyle salesmen

For more about items to include in the Address Book, click here.

Entering Address Book Types

To enter Address Book Types, follow these steps:

  1. Choose Other Lists from the Options menu, and choose Address Book Types from the submenu.
  2. Click the New button, and type in an item.  You can also double-click on an item and change the text.

NOTE-- The Address Book Types list is a simple list of text.  For more about simple lists, click here.