SageCRM Quick Postcode lookups
Nick Rainbird • July 31, 2020
Quick Postcode Lookup address validation for SageCRM will ensure your customer data is always accurate at the point of entry.
Are your SageCRM users fed up with typing new addresses into SageCRM when adding new customers, leads or additional address types?
With the postcode lookup creation you can easily find addresses, based on postcode, and have the selected address populate the SageCRM address screens.
When entering a postcode value the lookup facility will provide the user a list of matching address results based on the postcode entered.
When an address is selected from the results list the SageCRM address fields are auto populated with the correct address information which can be specified in the configuration setup. The Postcode Lookup facility is also aware of whether the address is a company or personal address and fills out the fields accordingly. Address fields are populated in the correct formatted case not all in UPPERCASE or a mixture of each in different fields.
Please note the postcode lookup works on UK postcodes and as such is a UK only product and can only search on UK postcodes.
If you would like to find out more about the Quick postcode Lookup feature or schedule a demonstration then please feel free to get in touch on
01494 490409
or email the me at
nick@rainbirdbusiness-solutions.com
to discuss these further.
Until the next SageCRM Insights instalment keep safe and we will continue to help you unlock your success with SageCRM!
Nick
Rainbird Business Solutions
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