Creating an Address Group/Sub Group

Creating an Address Group/Sub Group

A Click-N-Ship® Address Group is any number of addresses you would like grouped together. For example, personal or family addresses can be combined into an Address Group named Family Members, or business addresses can be combined into a group of similar characteristics like Top Ten Customers. By utilizing the Address Group functionality, you can quickly and easily find addresses of family members or your best customers. You can add up to 5,000 total contacts with a maximum of 500 per group.

A Click-N-Ship® Address Book Subgroup is any collection of addresses you would like grouped together under a parent Address Group. For example, the Family Members group can have the subgroups of Parents, Cousins, etc., or the Top Ten Customers group can have subgroups by geographical areas. By utilizing the Address Book Subgroup functionality, you can quickly and easily find addresses of family members or your best customers in an even more detailed level. You can add up to 500 subgroups with a maximum of 5,000 total contacts.

To create an Address Group, perform the following steps:

  1. Click on the Address Book tab in the Click-N-Ship® toolbar.
  2. Click the "Add a Group" button.
  3. Select "Add a New Group". Enter the name of the New Address Group you want to create. Click on the "Save" button, and your New Address Group will be created.

To add a saved address to a Group, perform the following steps:

  1. Click in the checkbox of any address(es) you want to move to a particular group.
  2. Click Add to A Group.
  3. Select the group you wish to add the contact(s) to.
  4. Click Save Changes, and your address(es) will be saved to the desired group, or click Cancel to return to the Address Book without saving the changes.
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