1. Access the Settings Menu
Begin by navigating to the Settings apge located on the sidebar & find the Address Book function.
2. Add a New Address
On the top right, locate the Add Address button. Click on it to complete the Address Book form.
3. Fill in the Address Details:
Name or Company Name: The name associated with the address.
Street Address: The detailed street location.
City, State, and Zip Code: Ensure the postal code is accurate for efficient use.
Country: Select the appropriate country from the dropdown list.
Additional Notes (optional): Add any specific details, such as floor number, building name, or instructions.
4. Save the Address
Once the address form is completed, click the Save button. A confirmation message may appear to indicate the address has been successfully saved.
5. Edit a saved address
To edit a saved address, simply select the existing address form then edit.
Using the Saved Address in a Quote Request
When creating a new Quote Request, go to the Schedule section.
Type a keyword related to the saved address (e.g., the company name, street, or city).
A dropdown menu will appear, showing matching addresses from your Address Book.
Select the desired address to use.
