The Postcode Finder - CS

The postcode finder is a quick and easy way to find, select and apply addresses in Clik Service.

To allow you to search for addresses by the postcode, a third-party plug-in is used in conjunction with Clik Service v4. Once found, a list of addresses will display for you to select the correct one and apply the information to the address fields in CRM & Sites.

You will need:

• A license purchased from here.
• There are two plugin options available: “Street Level Licence" and "Premise Level Licence"

Setup

Before you start you need to check that the software is installed in a location on each computer that can gain access to the postcode database.

First, open the CRM module and select the customer you would like to find an address for.

On the customer's CRM entry under their 'details' tab, click on the GPS icon button next to the postcode field and clipboard button, which is highlighted below.

The postcode button will show a drop-down menu. Select 'find postcode' to bring up the search box. (This same option can also be found in sites).

Enter the postcode and select 'search'. This will bring up a list of addresses and businesses depending on which plugin you have purchased.

Once you have located the address from the list click 'apply' to add it to the database.

Once you've selected the correct address it will be inserted into the address section for the company in Clik Service.

Last Updated: November 2020