How To Update Address Database from Requests

The Work Requests module can be configured to automatically update the Customer database with new Customer Address records.

1. Enable the "Update Customers from Requests" option in the Administration > Work Options > Request General Options module.
2. Enter customer data in the Request (i.e., name, address, phone number, etc.).
3. Save the Request. If the customer data entered does not match any existing records, a prompt will appear informing you that the address does not exist in the customer database. If you'd like it to be added to the database, click Yes.

   

4. The program will automatically insert any missing addresses and corresponding contact information into the Customer Address module.

   Note: In order to update the Customer database, the Street Name must be valid.