Account settingsAddress book

Manage your address book

Published

Overview 
The Address Book lets you centrally manage supplier and contact information in your ProductIP account. It enables consistent communication, easy follow-ups, and the reuse of supplier details across technical files. Use this feature when working with multiple external partners or suppliers.


Feature access 

All users with access to Account Settings can view and manage the Address Book. This feature is available for Essential, Advanced, Professional, and Enterprise subscription plans.


Before you begin 

Make sure you have the following:
• Active ProductIP user account
• Access to Account Settings
• Supplier contact details ready (supplier code, company name, address, email, phone number, etc.)


Video instructions 

Prefer to watch instead? View the step-by-step walkthrough video here:
 [insert video link]


Steps

  1. Log in to your ProductIP account
  2. Go to Account by hovering your mouse on the tool icon () in the top right corner
  3. Select Address Book, go to Company OR Contacts tab
  4. Click Add company OR Add contact
  5. Enter the company details and contact information
  6. Save the contact to your Address Book
  7. Enable Use supplier information from Address Book when filling in forms
  8. Select the saved supplier to auto-populate address and contact fields
  9. Use the saved contact to communicate and follow up directly

(insert Screenshots)


Tips and best practices 

• Keep supplier information up to date to avoid filing errors
• Use consistent naming conventions for companies
• Add all relevant contact details to simplify communication
• Reuse Address Book entries instead of manual entry to save time
• Review entries regularly to ensure accuracy


Troubleshooting 

Supplier details not appearing? 

Refresh the page or reselect the Address Book entry


Incorrect information used? 

Edit the contact directly in the Address Book


Unable to save changes? 

Ensure mandatory fields are completed


Still experiencing issues? 

Contact ProductIP support at helpdesk@productip.com

 

FAQ

Can I edit supplier information after saving it?
Yes. Go to Address Book, select the contact, make your changes, and save. Updates will apply when the contact is reused.


Can Address Book entries be reused across different technical files?
Yes. Saved contacts can be selected whenever supplier or address information is required, ensuring consistency across technical files.


Related articles

• Managing account settings
• Managing user permissions and roles

 

Was this article helpful?

This site is registered on wpml.org as a development site. Switch to a production site key to remove this banner.