How to Utilize the Address Book Feature in the FirstConnect Portal

How to Utilize the Address Book Feature in the FirstConnect Portal

Introduction The Address Book in the FirstConnect Portal is a handy tool for storing and managing contact information related to your firm's cases and business operations. This guide will show you how to add, manage, and utilize the addresses in your Address Book.

Accessing the Address Book

• Log into the FirstConnect Portal.
• Click on the 'Address Book' option in the Manage section of the sidebar to view your stored addresses.

Adding a New Address

• To add a new address, click on the '+New Address' button, found in the upper right corner of the Address Book section.
• Fill in the necessary information, such as Name, Address, City, State, Postal Code, and Phone Number. Make sure to mark the address as 'Private' or 'Shared' based on your firm's policy.

Viewing and Editing Addresses

• Your Address Book will list all saved addresses. To edit an address, click on the specific entry you wish to modify.
• Update the information in the detailed view, where you can also see the 'Care Of' line, Phone Extension, and Fax Number.

Using Filters to Find Addresses

• Utilize the Filters feature to quickly find an address. You can filter by Name, Street Address, City, and more.
• Check or uncheck options like 'Include Deleted', 'Private', 'Shared', or 'Default' to refine your search.

Deleting Addresses

• To delete an address, select the checkbox next to the address entry and click the 'Delete Address(es)' button.
• Confirm the deletion to remove the address from your Address Book.

Setting a Default Address

• If you use a particular address frequently, you can set it as the default. Click on the entry and select the option to make it your default address.

Managing Address Privacy

• Determine the privacy status of an address when adding or editing it. Choose 'Private' if only specific users should see the address or 'Shared' to make it visible to the entire firm.

Navigating Pagination

• At the bottom of the Order History page, you'll find pagination controls. These include arrows and page numbers that allow you to navigate through different pages of your order history.
• Click on the arrow icons to move to the next or previous page or select a specific page number to jump directly to that page.

The Address Book feature in the FirstConnect Portal is designed to keep your contacts organized and easily accessible. By following these steps, you can ensure that your firm's communication is streamlined and effective, with all necessary address details just a few clicks away.