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.
2)  In the drop-down menu, navigate from Address Book to View Your Address Book and select the View Your Address Book tab.


Search

The search tool may be used to filter which entries are displayed.
1)  Select Recipient Name or Company Name from the drop-down list to limit the search results accordingly.
2)  Enter the desired value in the Search field.
3)  Click the Search button to display filtered results.

Note that partial matches will be returned.  For example, a search value of "engin" would find "Engineering Innovation, Inc."


Create New Entry

1)  Click Create New Address Book Entry.
2)  Fill out the Add New Address Book Entry form.
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.


Edit Entry

1)  Click the Edit button next to the address entry to be edited.

2)  Make the necessary changes.
3)  Click the Submit button to accept the changes or click the Cancel button to cancel any changes and return to the address book.


Import an Address Book

1)  Hover over the EZ Address tab in the tool bar.
  • This will open a drop-down menu.
2)  In the drop-down menu, navigate from Address Book to Import Address Book and select the Import Address Book tab.
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.
4)  Search for the file by selecting the Browse button.
You can download an address book template file by clicking the Download Template link.
5)  Locate and select the file, then click the Open button.
6)  The selected file (with complete path) will appear in the Browse field.  Click Import.
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.
8)  Click the Back to Address Book link to return to the Address Book view.


Deleting Address Book Entries

1)   Hover over the EZ-Address tab in the tool bar.
  • This will open a drop-down menu.
2)  In the drop-down menu, navigate from Address Book to Delete Address Book Entries and select the Delete Address Book Entries tab.
3)  Select the checkbox next to the address entries to be deleted.
4)  Click the Delete button at the bottom of the entries list.
You can also delete Address Book entries by clicking the Delete This Entry link when viewing an entry in your Address Book.
5)  In the confirmation window, click OK to confirm the deletion or Cancel to abort.