Master Contact Record Actions

The Master Contact Record feature enables the user to take the following actions on the Address Book homepage:

• Create a Master Contact Record
• Search for Master Contact Records
• View details of Master Contact Records

From the Details page of a Master Contact Record, a user can:

• Edit the record
• Copy the record
• Delete the record
• Create a new issue 
• Generate a report on the history
• List associated contacts

In addition, the label "Master Contact Record" can be changed as a system preference or as a Project preference.  The term "Contact" is used as a default and may be changed prior to configuring the Master Contact Record feature.  If that is the case and the term was changed previously to something like "Customer", this would be displayed as "Master Customer Record".

NOTE

The Master Contact Record is only available for FootPrints Address Book users.