Single Line Address Lookup allows an agent to type an address in a single field and the system validates the entry to display the correct address on the case. Since the address information is validated against a database or service, there is improved accuracy for the address entered on the case.
This capability requires a separate license key from one of the following supported vendors: Melissa Data, Loqate, or Google.
To enable Single Line Address Lookup:
-
From the Application Function Bar, select Administration > Layout Editor.
-
Open the CaseEditFullCallerEssential layout.
-
Select the field you want to use for the address input. We recommend using the address1 : address1 field.
-
On the right-side panel, select the Properties tab and click Show Advanced.
-
In the Address Lookup field, select True.
-
On the banner, click Save and regenerate the layout. For more information, see Generating a Layout.
-
Then, from the Administration Bar, select Configuration Settings > [configuration name] > Postal Systems.
-
Under Single Line Address Lookup, select the provider from the Provider drop-down list.
-
Click Edit to enter the API Key. Then, click Test to verify your connection to the provider.
-
Select Enable geolocation.
-
On the banner, click Save.