Jobstream 8: Address Book

Summary

Address Book icon The Jobstream Address Book is used to record details of people, organisations and locations. This Contact Management database is used to record the contact and correspondence details for entities in other Jobstream modules (for example, client correspondence addresses, bank details, registered offices, personal information for Jobstream users, and so on).

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Feature list

  • Store comprehensive contact and personal information for up to 100,000,000 name and address records
  • Mark contacts as organisations, people, employees or property addresses
  • Store extensive history for each contact
  • Tag contacts as "frequently used" or "sensitive"
  • Define address layout using localised templates
  • Hold detailed histories of identification and address verification actions, KYC notes, and customer-signoff details using the separate Compliance & KYC module, which is integrated with the Address Book
  • Group contacts to meet your particular needs
  • Automatic checking for duplicates when adding contacts

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