Address Book

Lease Accounts

Now you can manage the lease history on your accounts, individual contacts or company-wide accounts!Lease an Account Under the Account Managers or Sales Representatives section of the Profile, click Lease To Me – Set the Start and End Date of the Lease, and click the Checkmark to SAVE the Lease Click Save to close the […]

Custom Client Lists

  You can create your own collection of custom Contact lists using the User Defined Lists in the Address Book. Creating a custom list of Contacts Go to the Address Book and click Create List Name your List and Add as many Rules as you wish to apply to a unique client list, such as…. […]

Assign an Account Manager to a Client

In order to edit a Client’s profile details, you must be declared as Account Manager for that Client. Assign an Account Manager to a Contact From the Action Menu 1. In your Address Book List, hover over the Quick Action Menu Select Change Primary Account Manager. Select your Account Manager to assign. You may also […]

Managing To Do’s (Tasks)

Keep track of important tasks and deadlines using your To Dos. Manage your own personal To Do list, or assign them directly to a colleague. Relate a To Do to a particular Contact to keep an accurate activity history with that Client. Your personal To Do list widget can be found on your My Dashboard. […]

The Address Book

Managing your contacts and customer relationships has never been easier with our Address Book! Store the information that’s important to you with up to 1,000 user-defined fields, including photos, so you never forget a detail or a face. Create lists to categorize people and organizations in ways that are important to you. Track sales, correspondence, […]

Notes Email Address

What is that Notes Email Address I see in my Client’s File? A Notes Email allows you to send a VIDEO, AUDIO, DOCUMENT or email message directly to your client’s file. Email important notes directly from the field, using your client’s unique Notes Email Address. Each contact has a unique address so you can easily […]

Import your Contacts

It’s time to put fuel in the tank! No need to rebuild your entire contact list, just import it from your current application and format it to your address book in MYbusinessOS. Step 1: Export your Contacts from your current application To begin, you will need a file with your contact list (XLS, CVS or […]

Overview: The Contact Profile

The Contact Profile (best referred to as a “Portfolio”) is where you manage all information relating to a that Contact. There are 2 standard types of Contacts in MYbusinessOS:   Contact Type What Is It? Building Relationships Person This can be anything from a Lead, to an existing Customer or Supplier. A Person can be […]

Communication Log

The Communication Tab in the Contact Profile allows you to track the events and activities related to a Client. Track Client Communication The Communication Log allows you to track your communication with a client, from emails to appointments. The following elements are can be logged and reported on from the Communication Log: Call Log Appointment […]

Manage User Defined Fields

Create a number of custom fields to manage the client information that is important to your business. Your company-specific user-defined fields can be found under the Profile Details tab in any Contact profile in your Address Book. Manage User Defined Fields To access to the User Defined Fields Manager, go to the Admin Panel->Field Manager […]