How to Use the Address Book

Navigate to the "Address Book" tab

How to Use the Address Book

Step-by-step guide

  1. Select the Address Book you want to use
  2. When you've selected your Address Book, select the company whose addresses you wish to view.
  3. The addresses for that company will display below
  4. To search for a specific address within that company use the "Filter" box.
  5. To edit an address press the "Edit" button and continue below.
  6. To delete an address press the "Delete" button and continue below.

How to Add an Address

Step-by-step guide

  1. To add an address use the "Create/Edit Addresses" area.
  2. You must fill in the "Required" fields (Company, Street, City, Province/State, Country)
  3. Fill in any other information you need for your address book.
  4. When you are finished press the "Add/Update" button.

How to Edit an Address

Step-by-step guide

  1. Select an Address and press "Edit" or Double-Click the address to bring it up in the "Create/Edit Addresses" area.
  2. The Address will now show its information in the "Create/Edit Addresses" area.
  3. You can now edit any information you need to change.
  4. When you're finished press the "Add/Update" button

How to Export an Address Book

Step-by-step guide

  1. Select the Address Book you want to use
  2. If you've selected Account Address Book, select the company whose addresses you wish to export.
  3. Use the "Export Addresses" area to use the export tool.
  4. If you want to use Regex to filter the exported file, type it into the "Description Filter (regex)" field.
  5. Press Export
  6. Save the file as .csv or your required filetype.