New in version 8.0
If an internal user has been granted address book maintenance privileges through the Security system then they will have access to this subsystem.
Otherwise, it does not show up as an option on the user's main menu page.
Get an overview and learn more about UnForm address books from the Technical Manual Topics section:
Address Books Section from the Technical Manual
This is especially recommended for a discussion of the main address book index fields, the 'Entity ID' and the 'Doc Type' fields.
Multiple address books can be maintained, so the first prompt upon entering is to select an existing address book from a drop-down list, or create a new address book.
Below is the 'demo' address book displayed after choosing it from the drop-down list of existing address books:
Clicking on one of the links under the Entity ID or Doc Type column will retrieve the selected entry for maintenance.
To add a new entry to the selected address book, click on the the new entry icon:
Add new address entry.
The same form is presented, but with blank fields.
Entity ID and Document Type fields are each limited to 20 characters, since they are used as primary indexes into the address book.
If no address books appear in the drop-down list, use the New Book control to the right of the drop-down list to create one.
Create a new book
Enter a name for the new address book and click the icon.
In the image above, the name "newBook" was entered as an address book name.
A blank address book with only column headers will be displayed.
You can click on the new address entry icon to begin populating the new address book.
Import a CSV file into the address book
You can choose to import a CSV file into the address book by clicking on the icon provided:
Other functions on the Address Book main page:
Export address book to a CSV file
First / Previous / Next / Last Control allows for paging
'Find next page containing text' control provides search capability.