address book

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...

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, ho...

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, s...

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 yo...