Global address book

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Posted on by Maxw

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Found a person.

How were they added in Global address book?

Thanks

Maxwell

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Gunjan Bhattachayya 35,423 on at

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Hi Maxw,

Global address book records are created from Contacts, Customers, Vendor, Workers, Prospects, Applicants, Competitor as outlined in this document.

docs.microsoft.com/.../overview-global-address-book

In case you can't find a related role under "Roles" section, maybe the record is orphaned as the master record was deleted.

You can find the person who created by going to "Name history" and checking for Modified By. You can find the created date time from Global address books form > Options > Record Info > Show all fields. You can check the Created date time field here.

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi Maxw,

Gunjan is correct. There is a setting on the Global Address Book parameters to determine if a party should be deleted if there are no roles linked anymore.

There is another option. A user would be able to go to the Global Address Book form and add a person or organization without a role as e.g. worker, user or contact.

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vinitgoyal2005 6,332 on at

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Hi Maxw,

Q:How were they added in Global address book?

A: As mentioned by Gunjan, Party will be created for any customer, vendor, Workers etc. If you delete them party doesn't get deleted unless you set the parameter "Delete parties with no roles".

Q: Is there a way to add someone in Global address book automatically when I create a user in system administration or whatever?

A: No, you have to create a Worker/Employee in HR first and then assign it to User. Of course, you can do customization if you want to.

Q; Also, do you a way to check when was the one added in Global address book and who added the one in Global address book?

A: Name history will give "Modified by" and "Effective date" which is when it was added in the system.

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vinitgoyal2005 6,332 on at

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Hi,

If your question is answered, could you please mark the verified answer/s?

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