Manage your address book

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 all 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

A short step-by-step guide will follow soon!

Steps

1. Go to Account by hovering your mouse on the wrench iconin the top right corner
2. Select Address book, go to Company OR Contacts tab
3. Click Add company OR Add contact
4. Enter the company details and contact information
5. Save the company OR contact to your Address book

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.
• You can export your Address book by clicking Export address book.
• At Company, you can update technical file supplier information by clicking Update technical file supplier info.

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 having issues? Contact ProductIP via 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.

• Why are my supplier contact details not appearing correctly?
  If a supplier code is included in an import template and the Use supplier information from Address Book checkbox is selected under Account Settings in Company Account, the default contact person in the Address book will overwrite the supplier contact details entered in the template. As a result, the default Address book contact will appear in the technical file.

• Will importing data via Excel or CSV update the Address book?
  No. Importing data via Excel or CSV only adds new data to the Address book and does not update existing Address Book entries. This is intended to protect the Address book from unwanted changes.

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