Using the Postcode Finder
The postcode finder is a quick and easy way to find, select and apply addresses in Clik Service.
This third-party plug-in is used in conjunction with Clik Service to help you search for addresses using the postcode. A list of addresses will display for you to select the correct one and apply the information to the address fields in the CRM & sites.
You will need:
- A license purchased from here.
- There are two plugin options available: “Street Level Licence” and “Premise Level Licence”.
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.
Under their ‘Details‘ tab, click on the GPS icon button next to the postcode field.
Select ‘Find Postcode‘ to bring up the search box.
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.