BaseBuilders Knowledge Base

BaseBuilders Knowledge Base

Getting Started - an introduction to new users

Address Book Picker

What in the world is a Picker? This is a tool that gathers records from the Address Book to allow you to select a Company, Contact, or Address.

You will encounter the Address Book Picker in many places. Let's run through the basics.

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  1. This area will show you your current selected records.

  2. You can use the plus button to add a new record. If a record has already been selected, you will have options to unselect it or edit it.

  3. There are three components to the address book; Companies, Contacts, and Addresses.

  4. You can search for records to speed things up.

  5. Make you selection from the list.

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