Keep in Touch, Stay Organized with PMXpert's Address Book

PMXpert’s Address Book allows you to record all of your important contact information in one convenient area. Instead of scrambling around for names and information, keeping your contact information organized from the start will pay off in saved time later.

You can enter Companies that belong to any or all of these categories: Suppliers, Locations or Departments. For example, you may need to enter external companies as Suppliers, and create other companies that represent your internal locations and departments.

You can also record People in the Address Book as company contacts or individuals, whether they are internal staff or external contractors. People can be defined as an Operator, or Labor, or both.

In addition to keeping your contact information easily accessible, the Address Book makes it easier to organize other areas of PMXpert.

For example, when you enter Inventory into PMXpert, you can identify an item’s Suppliers by selecting a supplier from a list; this list is automatically generated from companies defined as Suppliers in your Address Book. When you create Purchase Orders, you can also select a supplier from this pre-recorded list.

In another example, when you enter an Asset (piece of equipment) into PMXpert, you can select the default Supplier, Operator, Department, and Location, all from lists pre-defined in the Address Book. When asset services come due in the PM Schedule, you can choose to group generated Work Orders by Operator, Department, and Location, among other choices – PMXpert will look at the default operator, department and location you assigned to each asset.

To view the Address Book, go to the Setup menu in PMXpert and choose Address Book.

For detailed instructions about setting up your Address Book, refer to the PMXpert User Manual, Chapter 2: Setting Up PMXpert, Step 9: Address Book.

 
 
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