Inhalt
08. Address Management in the Project
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Company addresses can also be created only in the Project Address Book (1).
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However, usually, all companies are created in the Central Address Book (2) (3.1 Central Address Management) and only added to individual projects as needed.
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Addresses can also be transferred from the Project Address Book to the Central Address Book.
The following features are available in the project's address management:
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Central Address Book with search function (1).
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Project Address Book with search function (2).
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Create and edit companies and employees and manage their functions (1).
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Sort the order of project partners in the report (2).
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Attributes for companies, employees, and report items (3).
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Excel export & PDF export (4).
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Employees can be copied and replaced project-specific. In both cases, the original file remains intact (5).
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Decommissioned companies and employees can be shown or hidden on a project-specific basis (1).
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The Custom Filter also allows you to refine your search with various criteria on a project-specific basis, in addition to the classic search, and display filtered address lists (2).