The contact directory is only for quick filling in of the form data. Changing a contact in the address book will not be reflected in the previously filled in data!
Follow the instructions for:
In this guide you will learn:
- How to add a contact to your address book
- How to edit or delete a contact in the address book
- How to fill in a contact in the address book in the form
- Frequently Asked Questions
To add a contact to the address book
To add a new contact to your address book, follow these steps:
- Log in to the customer administration ⧉.
- Select My Account Customer from the top menu.
- In the left-hand menu, select Contact Directory.
- Click on the Add new contact link.
On the following page, enter the contact's details, tick the consents and click Add.
Many of the forms where you enter data will also offer you the option to save the completed data to the directory.
Edit or delete a contact
To edit or delete a contact, enter the following steps in the contact overview:
- Log in to the customer administration ⧉.
- Select My Account Customer from the top menu.
- In the left-hand menu, select Contact Directory.
To edit a contact, click the pencil icon on the left side of the contact overview.
Use the red cross on the left side of the contact overview to delete a contact.
Filling in the contact form
If you have contacts stored in your address book, a list of them will appear before each form requesting a person or company's details.
Clicking the fill link will automatically enter the data stored for that contact into the form.
Frequently Asked Questions
I changed the contact details in the address book, why did I get a payment request with the old details?
The directory is only used to facilitate the filling in of forms. If you edit the data here, you still need to check the data where it was used and update it by filling in the contact.