The lookup button next to the first line of the Postal Address fields and the Delivery Address fields allows online searching of Postal and Delivery addresses on Customers - in Details, Delivery and Contacts tabs.
By clicking on any of these buttons, a message will show if the functionality hasn’t been licenced for your company. This message has a link to the Infusion website for more information. It is automatically included for all Versions 8.4 and above.
The Address Lookup functionality has been designed to use 2 different databases - one for Postal addresses and one for Physical addresses.
The Postal Address Database is used from the following buttons:
- next to the Postal Address fields section in the Details Tab
- next to the Address fields section in the Contact Tab
The Physical Address Database is used from the following buttons:
- next to the Delivery Address fields section in the Details Tab
- next to the Address fields section in the Delivery Tab
The software detects from the Scheme File if New Zealand or Australia should be selected by default when entering the lookup screen.
The Country New Zealand or Australia is added to Line 4 if it is empty (not returned in the address) dependent on which database is selected using the radio buttons.
Click on the lookup button next to the Delivery Address lines on the Customer Details Tab:
This will open the Address Lookup screen using the Physical Address database.
The information coming from the Details tab is already populated on the Address to lookup section. Clicking “Lookup” will display the closest match options found on the list below it:
Highlighting one of the options will show it in the Selected Address section.
Clicking “Select” at the bottom of the Lookup Address screen will replace the information on the Address fields in the Customer screen with the information selected on the Lookup Address screen: