from the main menu bar.e11 Help Desk Software Manual for customer support & service software
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Modify Representative Section Address Book Form allows you to manage the fields in the Add Representative Profile page by configuring its attributes.
To add an attribute in Modify Representative Section Address Book Form:
1.
Click from the main menu bar.
2.
On the View Settings page,
click Dynamic Forms 
.
3. Dynamic Forms page opens, as shown in the Figure 13-1-1.
4.
Click Configure Address Book 
to open View Configure Address Book page, as
shown in the Figure 13-1-2.
Tip: You can also click on 
from the toolbar to access the View Configure
Address Book page directly.
5.
Click Show/Modify
Representative Section Address Book 
to open Show/Modify Representative Section
Address Book page, as shown in the Figure 13-1-3. This page will show you the
attribute label, its field type and whether that attribute is required field or
searchable or both.
Note: You can view the Trash 
in Show/Modify Representative Section Address
Book page, only if there are deleted attributes.
6.
In Show/Modify Representative
Section Address Book page, click 
.
7. To know more about adding an attribute, click here.
Note: These attributes will be added to the Add Representative Profile page and Show/ Modify Representative Section Address Book page.
To modify an attribute in Modify Representative Section Address Book Form:
1. Open Show/Modify Representative Section Address Book page.
2. Click on the caption to be modified.
3. To know more about modifying an attribute, click here.
Note: You cannot modify the attribute type.
To delete an attribute in Modify Representative Section Address Book Form:
1. Open Show/Modify Representative Section Address Book page.
2. To know more about deleting an attribute, click here.
Note: System Default fields cannot
be deleted. You can identify a system default field by its 
icon.
To recover an attribute in Modify Representative Section Address Book Form:
1. Open Show/Modify Representative Section Address Book page.
2. To know more about recovering an attribute, click here.
Note: To disallow editing of the
selected attribute(s) in the Show/Modify Representative Section Address Book
page, select Display Only from the 
drop-down menu, or select Allow Editing to
make the changes. To hide attribute(s) in the Add Representative Profile page, select Display
Off from the drop-down menu.
Tip: You can delete an attribute
permanently by clicking 
in the Deleted Items View page. A
confirmation box pops-up. Click 
to confirm deletion.
To
view the active attributes, click 
.
You can export address book in the following formats. To export:
1. Open Show/Modify Representative Section Address Book page.
2.
Click Export e11 Address Book
.
3. Representative Section Export pop-up appears, as shown in the Figure 13-1-4.
4. Choose a format for the file, such as Netscape, Microsoft Outlook (CSV) or Mozilla.
5.
Click 
to export the data.
This allows you to import new representative profiles into the system. To import:
1. Open Show/Modify Representative Section Address Book page.
2.
Click Import e11 Address Book
.
3. Representative Section Import pop-up appears, as shown in the Figure 13-1-5. Enter information in the required fields:
Required Fields |
|
Field |
Description |
|
Choose File Format |
Format for the file, such as Netscape, Microsoft Outlook (CSV) or Mozilla. |
|
Select the File |
Click |
4.
Click 
to import data.
,
to select the file from your PC.