Validate Addresses in CRM Documents
Form ID: (CR508000)
On this form, you can simultaneously validate addresses in multiple documents related to customer relationship management (CRM), such as opportunities, sales quotes, and project quotes. If a document has more than one address specified, the table contains a separate row for each address record in the document. These capabilities ensure the validity of your address data while reducing the time and effort that users would spend validating addresses in each document.
Form Toolbar
The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.
| Button | Description |
|---|---|
| Validate |
Starts the validation process for the records that you have selected in the table. |
| Validate All |
Starts the validation process for all records listed in the table. |
Selection Area
By using the elements of this area, you can narrow the list of address records to be listed in the table (and possibly selected for validation) by the country and the creation form of the documents whose address records will be listed. You can also indicate whether the system should automatically replace incorrect address data with correct data in the records that it processes. The following table summarizes the elements of this area.
| Element | Description |
|---|---|
| Country |
The identifier of the country for which address records should be listed in the table. |
| Creation Form |
The name of the form whose documents' address records should be listed in the table. You can select one of the following options:
|
| Override Addresses Automatically |
A check box that indicates (if selected) that when an address is validated, the system automatically replaces the incorrect address data in the record with the correct address data returned by the validation plug-in. It also selects the Validated check box in the address settings of the record's data entry form. If the check box is cleared, the system shows a warning with the correct data on the data entry form but does not replace the incorrect address data automatically. |
Table
This table displays the address records that meet the selection criteria you have specified. If a document has more than one address specified, the table contains multiple rows for this document, one for each address.
You can validate all address records listed in the table or only those for which you select the Included check box before clicking Validate.
| Column | Description |
|---|---|
| Included |
An unlabeled check box that you select to include this address in processing if you click Validate. |
| Document Nbr. |
The reference number of the document, which is also a link you can click to open the document on its creation form and view the document's details. |
| Document Type |
The name of the form on which the document appears. The column can contain one of the following options:
|
| Status |
The status of the document. |
| Address Line 1 |
The first line of the document's address. |
| Address Line 2 |
The second line of the document's address. |
| City |
The city specified in the document's address. |
| State |
The state specified in the document's address. |
| Postal Code |
The postal code specified in the document's address. |
| Country |
The country specified in the document's address. |