You can use the Address Book to retrieve a record while processing shipments in the Warehouse or on your Desktop computer. You can also use the Address Book from the Address Book tab in your profile settings to add or update records.
To use the Address Book, do the following:

1. To open the Address Book while creating a shipment, click the search to the right of the customer box that you want to populate.

2. Select the address book category tab (Personal, Global, or Corporate) whose database you want to search. The default tab is established in your profile.

   Address Book Category	Description
   Personal	User-specific database.
   Global	Available to all users.
   Corporate	You cannot update, delete, or add new records to the Corporate Address Book from the user interface.

3. To search for the customer record, first type the full or partial Attention, Company/Name, or Customer Code of the record in Keyword Search and click Search.

   Tip: You can search with only a few letters. For example, if you type Th, the search results will display records with data that begins with 'Th'. You can also append a wildcard character such as '%' with alphabetic characters to perform a search. For example, if you type %th, the search results will display records with data that ends with 'th'. In the similar way % can be appended either in the middle or at the end of the alphabets.
   If the record does not exist, a message appears in the search results and the letters representing records that do appear in the database are hyperlinked below the Search box.

   To search by...	Do this...
   The first letter or number of the Company Name, Attention name, or Customer Code	If you know the first letter or number of the Company Name, Attention name, or Customer Code of the record you want to retrieve, click the blue hyperlinked number or letter below the Search box. Records that include a Company Name, Attention name, or Customer Code beginning with the number or letter you clicked appear in the Search Results window.
   All of the records in the selected category's database	Click the ALL hyperlink. All of the records in the selected category's database appear in the Search Results window.

4. The results of your search appear in the Search Results window. The order of the fields in the records in the Search Results window is established in your profile. To display a list of addresses added in the favourites list, click the SHOW FAVOURITES. The search results appear in the Search Results window.
   Note: If the search results include a Group entry, then the Company/Name field is populated with the Group Name suffixed by the letter G.
   To sort the records, click the column title by which you want to sort the records in ascending or descending order. By default, the records are sorted by Company Name.
   Do one of the following:

   1. Select a record - Click the blue hyperlinked word of the record you want to select. The record's information appears in the respective fields of the Address tab. Then continue with Step 5.

   2. Click Save Search Setting to save the current search criteria and sort order. This setting auto-populates the address book entries with the search results when you open your address book the next time.
      or

   3. Perform a new search to try locating a record again - repeat Step 3.
      or

   4. Add a new record - Use the blank address fields in the Address tab. See Step 5.
      or

   5. Close the Address Book dialog box without selecting a record - Click the CLOSE on the Address tab.
      Tips:
      You can set Default Search Criteria by selecting My Profile > Settings > Address Book. These criteria are used whenever you open the Address book to automatically populate results. Additionally, you can change this by entering search text in the Keyword Search field in the Address Book, and then clicking the Save Search.
      You can also set the Search Result Sorting Order on the Address Book tab. Select the default order from the following list: Attention, Company Name, Customer Code, and then select the sort order (ascending or descending) by clicking the UP or DOWN.

5. Fill the information on the Address tab.
   

   To...	Do this...
   Add an address in the favourites list to enable quick searching of an address. You can add an address to favourites for each of the tabs (Personal, Global and Corporate) separately.	Click ADD TO FAVOURITES.
   Select the record as it appears on the Address tab and continue with the shipment.	Click DONE.
   Close the Address Book dialog box without selecting a record.	Click CLOSE.
   Add a new record. Note: You cannot add records to the Corporate Address Book using this Address Book dialog box.	1. Type the information in the boxes. Click this link to learn how to complete the boxes. 2. Click SAVE to save the new record in the database. 3. If you then want to select the record for the current shipment, click DONE.
   Update the record as it appears in the Address tab. Note: You cannot update records in the Corporate Address Book using this Address Book dialog box.	1. Edit the information in the boxes as necessary. Click this link to learn how to edit the boxes. 2. Click SAVE to save your updates to the record in the database. 3. If you then want to select the record for the current shipment, click DONE.
   Delete the record from the database. Note: You cannot delete records from the Corporate Address Book using this Address Book dialog box.	Click DELETE.
   Clear all of the fields of the Address tab and start over.	Click CLEAR.

6. Fill the information on the Group tab.
   

   To...	Do this...
   Select the record as it appears on the Group tab and continue with the shipment.	Click DONE.
   Close the Address Book dialog box without selecting a record.	Click CLOSE.
   Add a new record.	1. Type the information in the boxes. Click this link to learn how to complete the boxes. 2. Click SAVE to save the new record in the database. 3. If you then want to select the record for the current shipment, click DONE.
   Update the record as it appears in the Group tab.	1. Edit the information in the boxes as necessary. Click this link to learn how to edit the boxes. 2. Click SAVE to save your updates to the record in the database. 3. If you then want to select the record for the current shipment, click DONE.
   Delete the record from the database.	Click DELETE.
   Clear all of the fields of the Group tab and start over.	Click CLEAR.

   
   

7. Select the Export tab to export addresses and groups of Personal or Global address book in the form of a CSV (Comma Separated Value) file. The export functionality has the following features:

   1. 1. You can export the entire book with all addresses or select specific addresses to export. Also, you can select the order in which the addresses are exported. The addresses are exported with pre-defined header labels.

      2. While exporting the entire book, if you have organized contacts in groups and two groups share the same contact(s), then both the entries in each of the groups are exported.

      3. You need necessary permission for export. The log-in permissions are listed in the ‘User Authentication’ document where users are granted various rights based on their log-in permissions.

      4. You need to save the fields to export in the form of a CSV file before exporting. A detailed success or failure message displays the status of export.
         

         Make the following selections on the Export tab:
         

         In...	Do this...
         Select Address Book Type	Select the address book from where you want to export the addresses. You can select either Personal or Global address book.
         Available fields	Select the fields of the address book whose records you want to export. Press Ctrl to make multiple selections.
         Selected fields	Move the selected fields from Available fields box to Selected fields box by pressing . To change the order in which the fields are exported, select the field and click either or .
         EXPORT	Click [EXPORT] to save and export the records from the selected address book to a CSV file.
         RESET	Click [RESET] to reset field values to default values.

8. Select the Import tab to import the records stored in a CSV file to the corresponding fields of Personal and Global Address Book.
   

   Note: Before importing addresses from a CSV file to Address Book, change your Internet Explorer settings.

   Make the following selections on the Import tab:
   

   In...	Do this...
   Select Address Book Type	Select the address book where you want to export the the field values. You can select either Personal or Global Address Book. Corporate Address Book is read-only.
   Please specify a file to import	Click Browse to select a CSV file that contains data to be imported.
   UPLOAD	Click UPLOAD to upload the selected CSV file.
   Fields available in Imported file	Map the CSV file fields (as these appear in the header) with that of the Address Book fields. Mapping enables proper data import into the address book. You can map a field in the CSV file with more than one address book fields.
   IMPORT	Click IMPORT to import the records from the CSV file to the mapped address book fields. The Import utility validates that the CSV records contain data corresponding to all the mandatory fields of the address book. If any of the records contain a blank corresponding to any mandatory address book field or if the data of any field in the CSV file is greater than that can be stored in the data archive, then such records are flagged as errors. Click on hyperlink ‘Click’ in error message to view the details of addresses not imported in CSV file format. If duplicate records are found during the import, then the application allows importing duplicate addresses by adding a randomly generated number at the end of “Customer Code” field to maintain uniqueness of addresses in address book.
   RESET	Click RESET to reset field values to default values.