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- Choose Tools menu > Address Book.
- To add a new address, click New.
- On the Payee tab, enter a payee name. A payee name is required when you add a contact to Address Book. You can enter as much additional detail as you want.
- To edit an address, select it from the Address List (if necessary, first select the proper group from the Group drop-down list), and then click Edit.
- Click the Contact tab and enter as much detail in the fields as you want.
- Click Use Payee to copy the Payee name (from the Payee tab) into the Name or Organization fields. (Optional)
- Click the Documents tab to upload documents pertaining to this person. You can upload documents only for a customer or a vendor. You can upload any agreements you may have with this person or any ID proof / Address proof of this person etc for future references. To do this, click on ‘Attach’ and upload a scanned copy of this document. You can add ‘Notes’ to enter any extra information about each document.
- Click Format to format the information for printing. (Optional)
- Click OK.
To update an address from the Memorized Payee or Bill & Income Reminders List
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