Adding a contact to the address book in PitneyShip Pro, PitneyShip Enterprise, PitneyTrack Inbound and PitneyLockers

You can add new contacts to the address book.

• Contacts for shipping (PitneyShip Pro and PitneyShip Enterprise)
• Contacts for receiving (PitneyTrack, PitneyLockers)
• Adding additional address types

Contacts for shipping (PitneyShip Pro and PitneyShip Enterprise)

If you use PitneyShip, PitneyShip Pro, or PitneyShip Enterprise, these are the settings you need to be able to ship to contacts in your address book.

1. Select Settings > Address Book.
2. Select + Add Contact.
   
3. Select Recipient, Sender, or both.
   Important: This setting cannot be changed once the user is saved.
4. By default, contacts are shared with all users in your enterprise. If you do not want the contact to be shared, select the Mark As Private box. Private contacts are only visible to you.
5. Enter the contact information. Enter a valid postcode in the Postcode Search field to auto-fill the address form.
   Important: You must ensure that an email address is associated with your sender address or you will not be able to print a shipping label.
6. If you use Departments, select the Departments that you want this contact to be associated with.
7. To make the contact visible only to users with certain roles, select the desired roles from the Assign Roles menu. (PitneyShip Enterprise only)
   Note: The Enable Role-Based Contact Access setting must be enabled in the address book in order to see the Assign Roles menu.
8. Under Mailing Address, enter the contact's address.
9. Select Save and Close.

Contacts for receiving (PitneyTrack, PitneyLockers)

If you use PitneyTrack Inbound or PitneyLockers there are additional contact settings.

1. Select Settings > Address Book.
2. Select + Add Contact.
   
3. Select Recipient, Sender, or both.
   Important: This setting cannot be changed once the user is saved.
4. Select Add Internal Delivery Details and add the recipient's internal delivery information. (PitneyTrack only)
5. By default, contacts are shared with all users in your enterprise. If you do not want the contact to be shared, select the Mark As Private box. Private contacts are only visible to you.
   Note: If Private is checked, lockers cannot be reserved for the contact (ParcelPoint Smart Lockers only).
6. Enter the contact information. Enter a valid postcode in the Postcode Search field to auto-fill the address form.
   Important: You must ensure that an email address is associated with your sender address or you will not be able to print a shipping label.
7. If you use Departments, select the Departments that you want this contact to be associated with.
8. Select Send Email Notifications to ensure that the recipient is notified via email of their internal deliveries. (PitneyTrack and PitneyLockers)
9. Select Needs Accessibility Accommodations for Locker Use if the contact needs an accessible locker. (PitneyLockers only.
10. Select an Office Location and Mailstop if needed (PitneyTrack only):
    • Select Mark Office Location as Primary if you want the contact's delivery location to be their office location, or
    • Select Mark Mailstop as Primary if you want the delivery location to be their mailstop location.
11. If you want additional people to be notified whenever this contact is notified, add them in the Additional Email Address for Receiving Notifications field. (PitneyTrack only)
12. Under Mailing Address, enter the contact's address.
13. Select Save and Close.

Adding additional address types (Optional)

If needed, you can add additional address types for this contact. Additional address types apply to this contact only; address types added for one contact will not be visible for other contacts.

1. Under Mailing Address, select +Add. (You may need to scroll down to see it.)
2. Change the Address Label as needed to indicate the address type. The label you enter will become the name of the tab for that address.
3. Enter the address information for the contact.
4. Select Save and Close.
5. To remove an address, select its tab, then select Remove Address.

Related topics

• Importing contacts

The features and options you see may vary depending upon your role and subscription. If you have any questions regarding your permissions, please contact your administrator.