Overview

Contact lists allows you to organize the related contacts into groups for easy access. You can create multiple lists based on your needs. For example, you might create the contact lists named "Personal" or "Business".

<aside> ⚠️ Please note:


Creating contact list

To create a contact list:

  1. Click the DocuNote tab, and then click System Setup*.*
  2. Shift to the Address Book tab.
  3. Click the Contact list on the ribbon bar.

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  1. Provide the contact list with the Name*.*
  2. Specify which metaform design will be applied to the companies under this contact list.
  3. Specify which metaform design will be applied to the persons under this contact list.
  4. Optionally, you can replace standard DocuNote menus with ones of your own using Context menu, Menu in properties and Menu in Ribbon bar drop-down boxes. For details, see Menu management.