This step-by-step guide will walk you through the process of adding a new address to your Address Book, as well as how to utilize these saved addresses when creating Quote Requests.
1. Access the Settings Menu
Begin by navigating to the Settings button located on the sidebar & find the Address Book function.
- 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.
