Validating an Address

To validate an address, follow this procedure.

To validate an address

1. Navigate to the Accounts screen, then the Accounts List view.

2. Drill down on the name of the account.

3. Click the Address Profile view tab.

   The Address list appears with the MSAG Profile form beneath it. The Address list shows all of the addresses associated with the account.

4. In the Address list, select the address you want to validate.
5. Scroll down to the MSAG Profile form, add a record, and complete the necessary fields.

6. In the Validated field, select Y.

   If the address validation is integrated with an external data source, then selecting Y begins a search for possible addresses.

   Note: This behavior differs from the default behavior of the shipped product, which supports manual address validation. In the manual state, selecting Y marks the MSAG Profile as validated.

7. In the dialog box containing addresses, select the address that matches the customer’s address.

   After the address is validated, the MSAG profile becomes read-only with the exception of the Access Instruction and Descriptive Location fields. To update the profile, you must revalidate the address.