If the Master Contact Record feature is configured, if you move your mouse over the Home button on the Address Book toolbar, a menu is displayed for the Master Contact Record Home. Note that the name used for this is not “Master Contact Record Home”, but the name of the field used for Master Contact Records. If the field used is “Company”, the menu selection will say “Company Home”. If you select the Master Contact Record Home, records are displayed in alphanumeric order based on the field used for the Master Contact Record. For example, if the records are organized according to a field called Company Name, the first column listing contact records will be based on that field.
The Master Contact Record feature enables the user to take the following actions on the Address Book homepage:
From the Details page of a Master Contact Record, a user can:
In addition, the label "Master Contact Record" can be changed as a system preference or as a Workspace 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.