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.


The postcode lookup feature can also be extended to be added to custom entities where addresses also need to be captured. To get the best return on your valuable customer address data, it’s essential it’s validated and accurate from day one;
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

Stay Connected with ERBS


Read our latest updates


Enquire now


Get in touch

 

By Nick Rainbird September 9, 2025
 Have you ever found yourself juggling multiple quotes for a single, large project where your customers are all bidding against each other? For sub-tier suppliers , managing these complex sales scenarios can feel like a labyrinth. This article will show you how to gain clarity and control. This requirement is quite common in project-based or contract-driven industries. Think of a government agency, construction suppliers / manufacturers, or a large enterprise inviting multiple vendors or subcontractors to bid. As a supplier, you might be asked by several of those bidders to provide pricing. This creates a many-to-one relationship between your quotes and a single ultimate project. This is a common pattern where your company acts as a sub-tier supplier, and needs to: Quote to multiple potential prime bidders. Track all activity against the same external project or end customer. Ensure transparency, avoid conflicts, and consolidate visibility across sales engagements.
By Nick Rainbird February 24, 2025
Extend the power of your Sage Business Management Solution right across your business, giving end-to-end visibility, so you can make better informed business decisions across your business teams, whenever and wherever they work together. Help your business flow. Our range of sales, marketing and service modules help meet the needs of agile businesses. • Create targeted marketing campaigns Help marketing teams reach the right people, at the right time. • Accelerate and focus sales activities - work on the most profitable activities to grow a business, provide an excellent customer experience, delight customers and outperform the competition. • Harness the power of an integrated CRM solution. • Automate processes within any business and do more for less.
By Nick Rainbird February 10, 2025
1. Intuitive CRM your teams will want to use At ERBS, we believe software shouldn’t be difficult to learn, hard to update or challenging to use. This is the approach we took when we created Sage CRM. It’s an intuitive CRM solution and one which you and your team can get started with and experience within minutes.