POWER TOOLS
Documentation – Job Address Book
The Job Address Book contains the companies and vendors associated with the selected job. Companies must be added to the job address book in order to be utilized in document processing in JCPM. Most options have a quick add option to add companies on the fly.
The companies are added from the Company Address Book database. Once the companies/vendors are in the job address book, the address, phone, fax, contact info may be edited to reflect the information specific to the job. If the main address is a remittance address, the address may be changed to a local street address for documents, etc.
Changes made to the company will be limited to this job alone. Changes will not be reflected in either the Company Address Book or other Job Address Books.
The Job Address Book provides hot buttons to create letters, RFIs, RFPs, Transmittals and emails for the selected vendor. A Phone Log is also included for quick notes regarding communication with the vendor.
Address Listings are included and may be printed in total or by selected codes.
Add Company to Job Address Book
Alpha buttons are provided to easily filter the company addresses to a specific letter. MSAccess Filters may also be used to filter to a specific code or code description.
New companies may be added by selecting the Add Company at the top of the screen. The Add Contacts button will move the cursor to the Contact section for the vendor selected.
Check the Assign box for the companies to be added to the job address book.
Once all the appropriate companies are checked, select the Assign Checked to Job Address Book at the top of the screen.
The companies will then appear in the job address book.
Once the company is in the Job Address Book, the address, phone, fax, and contact information may be edited to reflect the vendor info specific to this job.
Editing the job address book
To select an existing contact, select the Set Contact as Main Contact for Job. The default contact will change to the contact selected. The phone, fax, cell, and email information will be updated for this job only.