Adding frequently-used addresses to the Address Book speeds up processing. The address book has a limit of 1,000 addresses.
View the Address Book
1) Hover over the EZ-Address tab in the tool bar.
- This will open a drop-down menu.
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2) In the drop-down menu, navigate from Address Book to View Your Address Book and select the View Your Address Book tab.
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Search
The search tool may be used to filter which entries are displayed.
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1) Select Recipient Name or Company Name from the drop-down list to limit the search results accordingly.
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2) Enter the desired value in the Search field.
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3) Click the Search button to display filtered results.
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Note that partial matches will be returned. For example, a search value of "engin" would find "Engineering Innovation, Inc."
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Create New Entry
1) Click Create New Address Book Entry.
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2) Fill out the Add New Address Book Entry form.
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3) Click Submit to accept the new entry or Cancel to abort the new entry and return to the address book. |
If the optional Standardize this Address box is selected, a validation check is performed on the address before it is saved.
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Edit Entry
1) Click the Edit button next to the address entry to be edited.
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2) Make the necessary changes.
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3) Click the Submit button to accept the changes or click the Cancel button to cancel any changes and return to the address book.
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Import an Address Book
1) Hover over the EZ Address tab in the tool bar.
- This will open a drop-down menu.
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2) In the drop-down menu, navigate from Address Book to Import Address Book and select the Import Address Book tab.
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3) On the Address Book Import page, select the appropriate settings in Address Book Import Options.
- Standardize Imported Addresses: This option enables address verification. Invalid addresses will not be imported.
- Skip Any Duplicates Already In Your Address Book: Check this box when you are updating an existing address book, as this option prevents the creation of duplicate address entries.
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4) Search for the file by selecting the Browse button.
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You can download an address book template file by clicking the Download Template link.
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5) Locate and select the file, then click the Open button.
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6) The selected file (with complete path) will appear in the Browse field. Click Import.
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7) Import status is displayed in the Status of your address import window along with any problems encountered.
- Click Save results as a text file to save a copy of the status report.
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8) Click the Back to Address Book link to return to the Address Book view.
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Deleting Address Book Entries
1) Hover over the EZ-Address tab in the tool bar.
- This will open a drop-down menu.
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2) In the drop-down menu, navigate from Address Book to Delete Address Book Entries and select the Delete Address Book Entries tab.
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3) Select the checkbox next to the address entries to be deleted. |  |
4) Click the Delete button at the bottom of the entries list.
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You can also delete Address Book entries by clicking the Delete This Entry link when viewing an entry in your Address Book.
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5) In the confirmation window, click OK to confirm the deletion or Cancel to abort. |  |