The Data8 Postcode Lookup solution adds support for fast, accurate address entry into any standard or custom fields using either our Postcode Lookup or PredictiveAddress services.
Once installed, open the solution and you will be shown the Configuration screen:
To start with, enter a few key details about how you want to use the solution:
Click Save once you've finished with these options.
Now we're set up with the basics we need to tell the solution what fields we want to use Postcode Lookup or PredictiveAddress with.
Select the entity type from the drop down list that you want to configure a set of address fields for and click Add.
For most out-of-the-box entity types such as Lead, Contact or Account you should see the following screen offering the use of our Quick Configuration option:
This will set up the standard set of fields (Street 1, Street 2, Street 3, City, State/Provide and Postcode) to be used with the Postcode Lookup solution. Just select whether you want to configure the Address 1 or Address 2 fields (you can always run through this process a second time to do both) and click Configure.
If you're configuring a custom entity type for which we can't offer a Quick Configuration option, or want more control over your configuration, click the Manual button and you'll see the detailed configuration screen:
On this screen you can select the following options to control how the address will be entered into your record:
Once you have finished, click Save.