Address Book

The Address Book stores customer contact information and shipping addresses. Use it to quickly fill customer details when creating orders, reducing typing errors and speeding up order entry. All addresses are saved per account and can be reused across multiple orders.

Address Book Overview

Why Use Address Book?

Faster Order Entry

Select saved addresses instead of typing customer information each time. This speeds up order creation significantly.

Reduce Errors

Saved addresses ensure consistent, accurate customer information across all orders. No more typos or missing fields.

Bulk Management

Upload multiple addresses via CSV, export contacts, and manage large customer lists efficiently.

Easy Updates

Update customer information in one place. Changes apply to future orders automatically.

How to Add a Contact

Open Address Book

Navigate to /addressbook.php from the main menu or Orders section.
Click Add Contact

Click the Add Contact button in the top toolbar to open the address form.
Enter Required Information

Fill in the required fields:
- First Name: Customer’s first name (required)
- Address 1: Street address, P.O. box, or c/o (required)
- Zip/Postal Code: Postal code (required)
Add Optional Details

Complete additional fields as needed:
- Last Name: Customer’s last name
- Company: Company name
- Address 2: Apartment, suite, unit, building, floor, etc.
- Email: Customer email address
- Phone 1: Primary phone number
- Phone 2: Secondary phone number
- City: City name
- State: Select from dropdown or type to add new state
- Country: Select from dropdown
Save the Contact

Click Save to add the contact to your address book. The contact appears in the table immediately.

Address Book Table

The Address Book displays all contacts in a searchable table with these columns:

Name: First name and last name combined
Email: Customer email address
Phone: Phone 1 and Phone 2 combined
CompanyName: Company name
Address: Address 1, Address 2, and Zip Code combined
City: City name
State: State or province
ZipCode: Postal code
Country: Country name

Using Filters

Each column has a search filter at the top. Type in the filter boxes to find contacts quickly:

Name: Search by first or last name
Company: Filter by company name
Address: Search by street address
City: Filter by city
State: Filter by state
ZipCode: Search by postal code
Country: Filter by country

Click the X button in each filter to clear it.

How to Edit a Contact

Find the Contact

Use the search filters or scroll through the table to locate the contact you want to edit.
Open Edit Menu

Click the three-dot menu (⋮) in the contact’s row, then click Edit.
Update Information

The address form opens with all current information filled in. Make your changes to any fields.
Save Changes

Click Save to update the contact. The table refreshes automatically with the updated information.

How to Delete Contacts

Delete Single Contact

Find the Contact

Locate the contact you want to delete in the table.
Open Delete Menu

Click the three-dot menu (⋮) in the contact’s row, then click Delete.
Confirm Deletion

A confirmation dialog appears. Click Yes to delete the contact permanently.

Delete Multiple Contacts

Select Contacts

Check the boxes next to each contact you want to delete. Or click Select All to select all contacts on the current page.
Open Actions Menu

Click the Actions dropdown button in the filters row.
Choose Delete

Click Delete contacts from the dropdown menu.
Confirm Deletion

A confirmation dialog appears. Click Yes to delete all selected contacts permanently.

How to Upload Contacts from CSV

Download Template

Click the Upload file button, then click Download template CSV to get the correct format.
Prepare Your CSV File

Fill in the template with your contact information. Required columns:
- FirstName
- Address1
- PostalCode
Optional columns:
- LastName
- Email
- Phone1
- Phone2
- Company
- Address2
- City
- State
- Country
Upload the File

Click Upload file, select your CSV file, then click Upload Address Book.
Wait for Processing

The system processes your file and adds all contacts. A success message shows when complete.

How to Export Contacts to CSV

Select Contacts

Check the boxes next to each contact you want to export. Or click Select All to export all contacts on the current page.
Open Actions Menu

Click the Actions dropdown button in the filters row.
Choose Export

Click Export to CSV from the dropdown menu.
Download File

The CSV file downloads automatically with all selected contacts. The file includes: FirstName, LastName, Email, Phone1, Phone2, Company, Address1, Address2, City, State, PostalCode, Country.

Using Address Book When Creating Orders

When creating a new order (/up-order.php), you can access the Address Book:

Click the Address Book button (or press Ctrl+B) in the customer information section.
Select a contact from the list.
The customer information fills automatically into the order form.
You can still edit any fields if needed before saving the order.

Address Book Fields

Required Fields

First Name: Customer’s first name. Must be filled to save the contact.
Address 1: Primary street address, P.O. box, or c/o. Must be filled to save the contact.
Zip/Postal Code: Postal code for the address. Must be filled to save the contact.

Optional Fields

Last Name: Customer’s last name.
Company: Company or business name.
Address 2: Additional address information (apartment, suite, unit, building, floor, etc.).
Email: Customer email address (validated as email format).
Phone 1: Primary phone number.
Phone 2: Secondary phone number.
City: City name.
State: State or province. You can select from the dropdown or type to add a new state.
Country: Country name. Select from the dropdown list.

💡 Best Practices

Complete All Fields

Fill in as much information as possible when adding contacts. Complete addresses help with shipping accuracy and customer communication.

Use Consistent Formatting

Keep address formats consistent (e.g., always use abbreviations or always spell out). This helps with address validation and shipping.

Update Regularly

Review and update customer addresses periodically. People move, and outdated addresses cause shipping problems.

Use Filters

Use the search filters to quickly find contacts instead of scrolling through long lists. Filters work on multiple columns at once.

Bulk Upload for Large Lists

If you have many contacts to add, use the CSV upload feature instead of adding them one by one. It’s much faster.

Export Before Major Changes

Export your address book to CSV before making bulk deletions or major updates. This gives you a backup copy.

Troubleshooting

”The name is required” Error

Problem: You see an alert saying “The name is required” when trying to save.

Solution: Make sure the First Name field is filled in. This is a required field and cannot be empty.

”The address1 is required” Error

Problem: You see an alert saying “The address1 is required” when trying to save.

Solution: Fill in the Address 1 field. This is a required field and cannot be empty.

”The Zip code is required” Error

Problem: You see an alert saying “The Zip code is required” when trying to save.

Solution: Enter a value in the Zip/Postal Code field. This is a required field and cannot be empty.

”You must select contacts” Error

Problem: You see an alert when trying to delete or export contacts.

Solution: Select at least one contact by checking the box next to the contact’s name before using bulk actions.

CSV Upload Fails

Problem: The CSV upload shows an error message.

Solution:

Make sure your file is a CSV format (not Excel).
Download the template and match your file format exactly.
Ensure required columns (FirstName, Address1, PostalCode) have data.
Check that your file doesn’t have extra columns or formatting issues.

Contact Not Appearing in Order Form

Problem: You select a contact from Address Book, but the information doesn’t fill in the order form.