Address Validation Configuration

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.

Required Permissions

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.

1. Load Setup

2. Under the Accounts and Roles section click on Roles

3. Select the appropriate Role from the list

4. Scroll down the permissions list until you find VerifiedAddress

5. 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

6. Click Save

Accessing the Verified Address List

1. Navigate to the Setup page

2. Under the Regional Settings section click on Verified Addresses

   Open

   

    

To edit an entry that already exists in the list, simply click on the line item’s Postal Code, make necessary changes and then click the Save button.

At any point you can manually add a new entry by clicking the Add button which will present you with the following screen (fields outlined in Red are required).

Open

Enabling Address Verification

Once all your addresses have been entered/imported into the table you can now enable the verification feature.

1. Load Setup

2. Under the Regional Settings section click on Address Format

3. 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)

1. Navigate to the Setup page

2. Under the Accounts and Roles section click on Contact Types

3. Select the appropriate Contact Type’s name from the list

4. Under the Contact Point Types section click the Add button and create a new entry for Address as illustrated below

5. Click Save

If a Contact Point Type of 'Address' already exists follow these steps to confirm that Address Verification is working correctly when adding a new account.

1. Under the Create New heading on the left sidebar select the Account option

2. Complete the Account Information section at the top by entering in all required information

3. Under the Contacts section, enter the First/Last Name and any other required fields not related to address details

4. When you are ready to enter Address information, select the correct Country. You may notice a slight change is the available fields as the interface will enable the Address Verification option

5. Click the Suggest button (address verification is driven from the country field, you will only see this button once a country is selected)
   Your screen might not resemble something like this:

   The Green highlighted options are driven from the Address Verification list. Simply click on the appropriate option in each list to have EngageIP populate the field for you.

6. Continue with the rest of your account set up and then click Save