You can now share address books and manage them via CSV in Money Forward Cloud Contract

You can now share address books within your tenant and input counterparty information on the document preparation screen.

Changes

  • On the Mid plan, you can select the scope as "事業者" or "自分のみ" to share the address book across the organization.
  • When selecting a corporate entity, entering the name or corporate number suggests corporate details and auto-fills the address.
  • You can import CSV files to batch register, batch edit, or batch delete counterparties and contacts.
  • On the Mid plan, you can restrict document applications to only allow selecting counterparties scoped to "事業者".
  • The destination email field moved from the "送信先の設定" screen to "相手方情報" on the "申請の準備" screen.

Affected areas

アドレス帳書類の申請(書類の送信)設定利用制限申請の準備送信先の設定

Screenshots

You can now share address books and manage them via CSV in Money Forward Cloud ContractYou can now share address books and manage them via CSV in Money Forward Cloud ContractYou can now share address books and manage them via CSV in Money Forward Cloud ContractYou can now share address books and manage them via CSV in Money Forward Cloud Contract
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This summary is independently created by Release Radar and is not an official announcement from the vendor. Please read the official page for accurate details.