Contacts and Leads: Validating an Address

  1. Go to Contacts or Leads in the menu bar, as desired.
  2. To create a new record, click Create. Else, to edit an existing record, click the desired record, then click Edit in the top right.
  3. Fill in or edit the details, including the primary address and the alternate address for the record.
  4. If the alternate address is the same as the primary address, check the Copy primary address to alternate address check box.
  5. To validate the primary address, click Validate Primary Address.
    If the Copy primary address to alternate address check box is checked, then clicking this button validates both the primary and alternate address.
    A pop up window opens listing all the matching addresses found.
  6. To validate the alternate address, click Validate Alternate Address.
    A pop up window opens listing all the matching addresses found.
  7. In the pop up window, either select the appropriate address, or close the window without selecting any.
    If you select any one of the matching addresses, the details of the selected record populates the record fields in the parent window and the Primary Validation Status or Alternative Validation Status fields are marked as Cleansed.

    If user close the pop up window the Primary Validation Status or Alternative Validation Status fields are marked as Uncleansed.

    Note: If the Copy primary address to alternate address check box is checked, and you have clicked Validate Primary Address, then on selecting a matching address in the pop up window, the selected address's details are populated in both the primary address fields and the alternate address fields. Also, both the Primary Validation Status and the Alternate Validation Status fields are marked as Cleansed.
  8. Click Save.

The validated address is added to the entity record. For U.S. addresses, the RDI and DPV fields indicate whether the address is a residential address, and whether the address is able to receive mail. For more information, see RDI and DPV Codes.

Attention: To validate an address, a record must be in the editable mode. Either validate the addresses before saving a record, or in case of an existing record click Edit.
Note: If the geocoding feature is configured in the Spectrum Technology Platform dataflow, then the record is also geocoded. For more information, see Geocoding an Address.