Approve or Deactivate an address

Curate your Address Book by approving or deactivating addresses.

Before you begin

Permissions: Update Address Book in Settings

About this task

Any user can add new addresses to the Address Book, but your practice might want to use particular addresses in preference to others. Over time, your Address Book might start to contain duplicates or invalid contact details. To help you manage your Address Book, approve or deactivate particular contact information.
Example address book
Note: By default, all saved contacts are in a status of waiting for approval.

Procedure

To approve an address:
  1. Select User iconuser > Settings iconSettings.
  2. In the Settings window, select Address Book or Billing > Address Book.
  3. For the address you want to approve, in the Address Book, in the Actions column, click vertical ellipsis iconEllipsis.
  4. From the list, select Approve.
    The address is flagged as approved contact iconApproved in the Status column.
    Example approved address in the address book

What to do next

To deactivate an address, for the address you want to deactivate, in the Actions column, select vertical ellipsis iconEllipsis > Deactivate.
Example deactivated address in the address book

The address is shown as deactivated contact iconDeactivated. Deactivated addresses are still available in the Address Book and can be searched for by name. However, they cannot be used for correspondence.