Address book settings in PitneyShip Pro, PitneyShip Enterprise, PitneyTrack Asset, PitneyTrack Inbound, PitneyTrack Enterprise, PitneyAnalytics, and the Locker Management Module

You can set a default sender address, have new recipient addresses automatically added to your address book, and prevent users from managing shared contacts.

In this article:

• Automatically saving addresses to your address book
• Setting the default sender address
• Preventing users from managing shared contacts
• Requiring a Personnel ID for internal deliveries
• Linking Your Office 365 Address Book
• Restricting contacts by user role

Automatically saving addresses to your address book (shipping products only)

When you enter new recipient addresses on labels in PitneyShip Pro, PitneyShip Enterprise, PitneyTrack Asset, PitneyTrack Inbound, PitneyTrack Enterprise, PitneyAnalytics, and the Locker Management Module, you can have them automatically saved to your address book.

If you have a SendPro P, SendPro MailCenter, and you enable auto saving in PitneyShip Pro, PitneyShip Enterprise, PitneyTrack Asset, PitneyTrack Inbound, PitneyTrack Enterprise, PitneyAnalytics, and the Locker Management Module, that change will also impact any meters that are connected to that PitneyShip Pro, PitneyShip Enterprise, PitneyTrack Asset, PitneyTrack Inbound, PitneyTrack Enterprise, PitneyAnalytics, and the Locker Management Module account.

Note: If using a SendPro Tablet, you need to sign in to PitneyShip on a computer in order to follow the instructions below.

1. Select Settings > Preferences.
2. Select Always save new recipient addresses while creating a shipping label.
   • If this is checked, then the “Save Address” option will not be shown when creating a label and all recipient addresses will be automatically added to your contacts.
   • If this is not checked, then the "Save Address" option will be shown when creating a label so that you can choose each time whether you wish to save the recipient address in your contacts.

Setting the default sender address (shipping products only)

You can set the default sender (from) address used for shipping labels and stamps.

1. Select Settings > Preferences.
2. Select the address book icon, then select the desired address.
3. (Optional) To have the system remember your last-used sender address, select Use the sender address from my most recent label for each new label.

Preventing users from managing shared contacts

Enterprise administrators can prevent users from managing shared contacts. If this setting is enabled, users will only be able to create, edit, and delete their own private contacts. This means that when users create contacts, the Mark As Private box will be checked and cannot be unchecked. Thus, contacts will only be visible to the user who created them.

1. Select Settings > Address Book.
2. Select the Contact Settings tab.
3. Select the slider next to Don’t allow user to manage shared contacts to turn it on.

Requiring a Personnel ID for internal deliveries (PitneyTrack only)

You can assign a unique identifier, known as the Personnel ID, to each contact to prevent duplicate contacts. This can be an employee ID, student ID, etc. If you require that the Personnel ID is collected for internal deliveries, users can scan an ID card as Proof of Delivery.

1. Select Settings > Address Book.
2. Select the Contact Settings tab.
3. Select the slider next to Require Personnel ID for internal deliveries to turn it on.

Linking Your Office 365 Address Book

You can link your Office 365 address book to PitneyShip Pro, PitneyShip Enterprise, PitneyTrack Asset, PitneyTrack Inbound, PitneyTrack Enterprise, PitneyAnalytics, and the Locker Management Module so that you can use those addresses on shipping labels and envelopes.

Once linked, your Office 365 addresses appear at the bottom of the address book, after your other addresses. Addresses from Office 365 will have an Office 365 icon, while addresses from PitneyShip Pro, PitneyShip Enterprise, PitneyTrack Asset, PitneyTrack Inbound, PitneyTrack Enterprise, PitneyAnalytics, and the Locker Management Module have a Pitney Bowes icon.

To link to your Office 365 address book:

1. Select Settings > Address Book.
2. Select the Contact Settings tab.
3. Select the slider next to Access Contacts from Microsoft Office 365 to turn it on.
4. Select Connect Microsoft Office 365.
5. Sign in to your Office 365 account.

To remove the connection to your Office 365 address book:

1. Select Settings > Address Book.
2. Select the Contact Settings tab.
3. Under Access Contacts from Microsoft Office 365, select Disconnect Microsoft Office 365.

Restricting contacts by user role (PitneyShip Enterprise only)

If needed, administrators can restrict the visibility of contacts to only certain user roles. This allows you to have different sets of contacts (address books) for different groups of users. For example, you could have a separate address book for each location.

1. Select Settings > Address Book.
2. Select the Contact Settings tab.
3. Select the slider next to Role Based Contact Visibility to enable the setting.

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.