SalesEdge.io Boosts Compliance and Speed with Smarter Bundle Creation and Safer Deletions

We’ve rolled out a few important updates to the way Address and Regulatory Bundles work inside SalesEdge.io — all designed to make your experience safer, faster, and more intuitive. These updates help prevent accidental deletions, save time during setup, and make it easier to choose the right bundle type from the start.

What’s New

1. Confirm Before You Delete

If you attempt to delete an Address or Regulatory Bundle, a confirmation message now appears showing key details like the type, country, and bundle ID. This step gives you the chance to double-check before anything is removed. And if a bundle or address is currently in use, deletion will be disabled — with a helpful note explaining why.

2. Address Bundles Now Pre-Fill Automatically

Creating a new Address Bundle just got easier. When you start one, essential business information like your name, address, city, state, and postal code now auto-fill using data from your location profile. You can still review and edit these fields as needed, but this change helps speed up the process and reduce manual entry.

3. Smarter Defaults When Choosing a Bundle Type

When beginning a bundle setup, the system now defaults to the Address Bundle option. Don’t worry — both Address and Regulatory Bundles have clear descriptions to help you decide which best fits your needs. Plus, “Learn More” links take you directly to support resources for extra guidance.

How It Works in Practice

• Trying to delete a bundle? You’ll see a confirmation box with all the details. If the bundle is tied to something else, deletion will be disabled and a tooltip will explain why.

• Creating a bundle? Select Address Bundle (pre-selected), then watch as your business details fill in automatically based on your saved location profile.

• Selecting a bundle type? Address Bundle is the default. Each option comes with a brief description and a link to learn more, so you can make the right choice for your business needs.

Why This Matters

• Reduces risk by confirming deletions and avoiding mistakes.

• Saves time and eliminates repetitive data entry.

• Makes it easier to choose the correct bundle type, preventing setup errors.

For existing SalesEdge.io users: This update is already live in your account.

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