How To Start with Address Book Module? - LabCollector

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How To Start with Address Book Module?

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SUMMARY:

This article explains how to navigate and use the Address Book module in LabCollector. You will learn how to search, filter, export, view, edit, and link contacts, as well as how to configure contact categories.

1. Open the Address Book module
2. Open a record
3. Add a New Contact (New record)
4. Configure Address Book Options

1. Open the Address Book module

  • 1. This area will show you the name of the module, the search options, and allows you to add a new record.
    * Check our knowledgeBase on how to search in LabCollector.

To filter based on categories, simply click on “Expand search options“. But first, you will need to go to PREFERENCES -> ADDRESS BOOK OPTIONS. (see chapter 4)

As shown in the below screenshot, you can use the alphabetical search to filter out contacts based on their first letter.


  • 2. The   options allow you to export all your search results in HTML, CSV, EXCEL, PDF format. You can also select the field that you want to export.
      Read our KnowledgeBase on what are fields and records.
    The option allows you to memorize all records that can be used further in LabCollector.

The option allows you to mass update all memorized records.

The option allows you to share all memorized records.

The option allows you to clear all memorized records.

  • 3. This is the list of all the records you have within the module that apply to your filter criteria.
  • 4. When you click on a given record, you’ll see a list with all of its details.

2. Open a record

  • When you click on a particular record, you will see the options below.

  • A. The record name and details will appear here.
  • B. Options for editing, archiving, deleting, duplicating, printing, deleting the record will be displayed here. Read our KnowledgeBase records editing options.
  • C. The fields related to the record will be displayed here. Read our KnowledgeBase on what are fields.
  • D. This vertical bar will provide you with the options related to the record.

    This icon will display the record as seen in the above image.
    This option will display all the related records. For example, if the contact is related to some other record in LabCollector, then it will be visible here.
    This option allows you to derive the record.
    You can link the record to the Electronic Lab Notebook (ELN is an add-on in LabCollector). You can link the record to a particular experiment that has been performed using the record item. This helps you have a link to where the record item was utilized and the results obtained thereafter.
    This icon connects you to the Workflow (WF) add-on in LabCollector. WF add-on is the one where you can make a flowchart of your process where each step requires supervisor validation. If the record is being used in a WF add-on then you will be able to see its status in WF here.
  • F. Here you can see all the links you have created for the record. These links are to the other records in other modules in LabCollector. For example, if you want to link the contact with equipment then you can do it by “Add link” option.
    You can add a link from LabCollector by clicking on the option “Add a link” and by click the “Open Treeview” option you can see the links connected to the records.

3. Add a new record

Click  to reveal the data entry form:

Field Type / Notes
Project Code Autocomplete existing projects (optional).
Contact Name ★ Required. Use the keyboard icon for special letters.
Company Company name (free text).
Address Street address or PO Box.
City City name.
Postal Code ZIP or postal code.
Country Enter or select from picklist.
State/Province Region or state.
Phone Primary telephone.
Mobile Mobile or secondary phone.
Fax Fax number.
Email Contact’s email address.
Web Site Personal or company URL.
Contact Category Dropdown of categories/subcategories (see §4).
Comments Rich-text notes or additional details.

 

Buttons:

  • : store and return to list.
  • : save and open a new blank form.
  • : discard changes and go back.

4. Configure Address Book Options

Within Preferences ➔ Address Book Options, configure default categories for core modules:

  • Sellers: choose which Address Book category populates vendor/seller dropdowns.
  • Brands: select the category to list brands in inventory, equipment, or other modules.

Below these settings, manage your global category list:

  • Edit existing category names directly in the text fields.
  • Use the trash icon to delete custom categories (system categories are locked).
  • Click the green + to add a new category.
  • Update & Save to persist your configuration.

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