Managing contacts in your address book in ShipAccel

You can add, edit, and delete contacts in your address book as needed.

In this article:

• Adding a contact
• Searching for contacts in the address book
• Editing a contact
• Deleting a contact

Adding a contact

You can add new contacts to the 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. Enter the contact information.
5. By default, addresses are shared with all users in your enterprise. If you do not want the address to be shared, select the Mark As Private box. Private contacts are only visible to you.
6. 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.

Searching for contacts in the address book

If you have a lot of contacts in your address book, you may need to use the search feature to find the one you want.

1. Go to Settings > Address Book.
2. By default, Search By: Name, Company, Email is selected. To search by a different field, select Search By: Name, Company, Email and select the field you wish to search. This selection will be saved for future searches.
3. If you select Name or Company, it will default to a "Begins With" search. To change how the search is performed, select Begins With and select either Ends With or Contains.
4. To filter the results by only senders or recipients, select All Types, then select Sender or Recipient
5. To search only your private contacts, select the Private box.
6. To filter the results by Department, select Filter by > Department, then from the next menu that appears, select the specific department.
7. In the Search field, begin typing your search criteria. The results will be narrowed as you type.
8. To change the columns that are displayed, select the Columns menu, then select or deselect the columns you wish to view. This setting will be saved for future searches.

Editing a contact

You can edit contact information as needed.

1. Select Settings > Address Book.
2. Select the Edit icon next to the contact you wish to edit.
   
3. Update the contact information as needed.
4. Select Save and Close.

Deleting a contact

If you no longer need a contact in the address book, you can delete it.

1. Select Settings > Address Book.
2. Select the Delete icon next to the contact you wish to delete.
   
   OR
   To delete multiple contacts at once, select the boxes next to the contacts you wish to delete, then select Remove Selected.
   
3. Select Delete to confirm.

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.