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Summary
When entering accounts into EngageIP, address verification may be required by your organization in order to ensure accurate taxing or service delivery areas are entered correctly. If you are using a 3rd party application such as TaxWare this information can be stored in the Verified Address list. You can then make any changes to the list or add additional items at any time.
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Before you start Role Permission Settings must be setup properly. This ensures that your roles have the appropriate permission level to add, delete, view or edit the verified address options.
Load the Setup tab
Under the Accounts and Roles section click on Roles
Select the appropriate Role from the list
Scroll down the permissions list until you find VerifiedAddress
Select the appropriate permission based on descriptions below:
Add - allows you to add entries to the list
Delete - allows you to deleted line items from the list
Edit - allows you to edit a line item’s details
List - allows you to view the list of verified addresses
Click Save
Accessing the Verified Address List
Navigate to the Setup tab page
Under the Regional Settings section click on Verified Addresses
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Once all your addresses have been entered/imported into the table you can now enable the verification feature.
Load the Setup tab
Under the Regional Settings section click on Address Format
Select the appropriate (usually Default) address format from the list and ensure the Pre Validate Address option is checked.
More information on Address Format Options can be found in the Address Format Validation and Configuration article.
Testing the Address Verification Settings
The first step is to ensure that the Contact Types (i.e. Billing, Technical, etc.) that require Address Verification have the Address Data Type associated with them. A quick way to check is to create a new account and see if the contact you are adding requires an address. If not, follow the step below. (skip the 5 steps below if not applicable)
Navigate to the Setup tab page
Under the Accounts and Roles section click on Contact Types
Select the appropriate Contact Type’s name from the list
Under the Contact Point Types section click the Add button and create a new entry for Address as illustrated below
Click Save
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