Adding a contact to the address book in PitneyShip Pro, PitneyShip Enterprise, PitneyTrack Asset, PitneyTrack Inbound, PitneyAnalytics, and the Locker Management Module

You can add new contacts to the address book.

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.

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. Enter the contact information.
5. By default, contacts are shared with all users in your enterprise. If you do not want the contact to be shared, select the 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. 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.
7. Select Add internal delivery details and add the recipient's internal delivery information. (Receiving/PitneyTrack Inbound 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.
8. Select Notify all internal deliveries to ensure that the recipient is notified via email of their internal deliveries. (Receiving/PitneyTrack Inbound only)
9. Select Accessibility accommodations if the contact needs an accessible locker. (ParcelPoint Smart Lockers only)
10. 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. Select Add Address. (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.

Adding Tax Fields (PitneyShip Enterprise only)

If you will be shipping internationally to this contact, you can add their tax information here so that you don't need to enter it each time you send them something. Enter the information in the fields provided:

• VAT Number
• EORI Number
• GST Number
• EIN Number
• CNPJ Number
• CPF Number
• RFC Number

Related topics

• Importing contacts
• Restricting contacts by user role