Often the addresses for our clients are missing certain values that can be determined from the postcode. Currently CRMHaven only supports UK Postcodes but is adding support for other country post codes. Changing a set of clients this way is much faster than updating them individually. Only Group Managers or Administrators have the ability to clean clients.
- Click the Action button and choose Clean Clients. Click the Fill tab. Check the fields you wish to look up a value to fill in where the item may be missing. You must choose at least one of the four address items
- If you want to not only fill missing gaps, but check if existing values match what the Fill function expects then uncheck the Suggest for blank fields only button.
- Click Preview to view only the fields that will be changed. Fields that are unchanged remain blank. Ensure the clients and new values are correct as the update cannot be undone.
- Click Update. Every Marked Client will now have that field changed to the new value.
Options
You may want to perform a Backup before updating.
You can change the values for most pop-up list attributes using the Options-Edit Group details window.
Click Options-Clear All Marked Clients before selecting a new set of Marked Clients to ensure no Clients are accidentally updated. Use the shift, command and control keys if necessary to highlight the Clients and click the Marked button to Mark as many Clients as desired.
If you want your country’s postcodes and address attributes added then please contact HMS.