Customizable Contact Information Handling for Addresses

Created by Gigi Fleiner
Oct 03, 2024
2 min read

We’re excited to announce a new feature that gives users more control over how contact information is handled when importing Sale Orders or Consignments with matching address data. This update is designed to meet the varying needs of our users by introducing customizable settings for how email and telephone information is managed when importing addresses.

Key Changes:

When a Sale Order or Consignment is imported with address data that matches an existing address but has different contact information (such as email or telephone), you can now choose from three options on how the system should handle it:

  1. Don’t Import the Email and Telephone Field Changes (Default):
    This is the default behavior, where the system retains the existing email and telephone information in the address record, even if the imported data contains different values.

  2. Import the Email and Telephone Field Changes:
    When this option is selected, the system will update the existing address record with the new email and telephone data from the imported Sale Order or Consignment, ensuring the latest contact information is used.

  3. Create a New Address:
    This option allows the system to create a completely new address record if the contact information (email or telephone) does not match the existing address data.

Flexible Configuration

To provide greater flexibility, these settings are available at both the Organizational Level and the Customer Level:

  • Organizational Level: Set the default behavior for all imported consignments and sales orders.

  • Customer-Level Override: You can override the organizational default on a per-customer basis, giving you more granular control over how contact information is managed for different clients.

How to Get Started

You can configure these settings from the admin panel under the organization settings. For customer-specific overrides, simply navigate to the customer profile and select the preferred behavior.

For more information, visit our Knowledge Base on how to set up and manage this feature.

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