Skip to main content

Adress book

The data pool provides a simple address book that provides an overview of all the people involved in the project and provides the most important contact details. All persons with their own account are automatically listed in the address book, and every user also has the option of adding further addresses to the address book. The right to create new addresses and address groups can be restricted by the project management.

adressbuch01

The following functions are available in the address book:

  • Create New Address:
    • This button can be used to create a new address if you have the necessary rights.
  • Export Address List:
    • The function offers the possibility to export all addresses as a Microsoft Excel file. After confirming the security prompt, the download of the address list is started.
  • Search:
    • The search field can be used to search for any name or designation. With a "*" as a placeholder, parts of words are also searched. All addresses that contain the searched term are displayed in the result.
  • Email:
    • By clicking on an e-mail address, a new e-mail is created and the selected address is entered as the recipient.
  • Edit address entry:
    • Click on the icon to open the address for editing. You can also edit addresses created by other users.
  • Delete address entry:
    • Click on the icon to delete the address. You can only delete the addresses that you have created yourself.
  • Data pool participants:
    • All persons who have an account in the data pool as project participants are marked by a blue symbol on the left edge of the view. The entries of the data pool participants cannot be edited or deleted.
  • Personal Contact:
    • Address entries that have been marked as personal contact are marked by a green icon on the left edge of the view.
  • Create a new group:
    • A new address group can be created in the "Groups" tab if you have the necessary rights. Newly created address groups can only be used to send e-mails and are not available as authorization groups for documents.

The addresses are sorted by the system according to the family name. Alternatively, by clicking on the designations in the header of the address area, you can sort by company,trade or function in order to find the desired person more quickly.