Did You Know you can enable User Only Address Books to give each user their own list of addresses?
We have added user-level Address Books as an optional setting for your clients. This enables each user to have their own Address Book that they can manage and use during checkout.
The Address Book feature is a convenient tool for your clients to organize and quickly access address information that their users will be using frequently for orders. Previously, the Address Book was managed at the portal level and then could be made accessible to all users or specific user groups or users. Now, your clients have the option of giving users their own unique Address Books in addition to the portal-wide Address Book.
When turned on, each user will have their own Address Book in the Tools section that they can populate with addresses. During checkout, they can select an address from their personal Address Book to speed up the ordering process.
Note, turning this setting on will retain the information in the portal-wide Address Book and end users will see addresses from their user-level Address Book as well as addresses from the standard Address Book.
Benefits to the Client
- Enable users to create their own personal Address Book for easy access to frequently used addresses.
How It Works
To turn on User Only mode for the Address Book:
- In the back end, go to Portals / Select a Customer / Settings.
- In the Order Settings section, find the setting called Allow User Only Addresses.
- Set to “Yes”.
- Save.
Users can now access their Address Book on the front end by going to Tools / Address Book. From there they can add and manage addresses they want access to during checkout.