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Go to Contacts or Leads in the
menu bar, as desired.
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To create a new record, click Create. Else, to edit an
existing record, click the desired record, then click
Edit in the top right.
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Fill in or edit the details, including the primary address and the alternate
address for the record.
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If the alternate address is the same as the primary address, check the
Copy primary address to alternate address check
box.
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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.
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To validate the alternate address, click Validate Alternate
Address.
A pop up window opens listing all the matching addresses
found.
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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.
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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.