Configuration: Address

Create Address on Failed Mandatory Search

If an address search fails to return a record, selecting this box causes Emplifi Agent to create a new address record containing any information that was entered prior to the search. If there is insufficient information to perform the mandatory search, the address record is still created.

Prompt for Address Changes on Merge

Select this box to have Emplifi Agent confirm any changes to the address record when an address search is performed. For a list of fields not used to merge, see the Address Fields Not Used in Merging section on page Configuration: Address.

Show Related History

Normally when looking at the history for an address, the history only includes cases where the address was the main address (caller) on the case. If this option is selected, the history also includes any cases where this address was included as an "other" address.

Upper Case Address Type

Enter an address type that is automatically converted to uppercase when it is entered on a case. This is typically needed if values are being imported from an external source (such as a store database) that sets the address type to all uppercase.

Default case values on New Case for Address

Select this box to enable an agent to use the Create Case for Address or Update Case with Previous Data features. This allows elements from a case to be applied to a new case or to update a current case created for the address. For more information about addresses, see Addresses.

Elements to Copy from the Case

This is used for the New Case for Address feature. You can add B codes and C codes that will copy to the new case for the address. Select the New Case Element button on the page banner to add more case elements to the list. Select the Prompt to replace box to allow an agent to choose which case elements to copy on the new case.