Address Auto Resolver

Address Auto Resolver is insanely easy to use right out of the box.  Simply install the extension and your system is ready to resolve addresses immediately.

Default workflows are set up in Zoho CRM to resolve your zip and postal codes to City, State, Country but will only do so if those fields are empty.  This means that if your Country was empty and you add a Postal Code then Country would update, if Country had a value it would not update.

The defaults are in place to make sure you don't overwrite something a user may have added manually.  Like all data sources, there is always a chance that a postal/zip code returns a value you disagree with.

For example, when you look up a Denver, Colorado zip code of 80236 there are actually four results, two in different cities and two in different counties.  Our extension only takes the first and most used of the results, but if you wanted 80236 to be Lakewood instead of Denver and update the city accordingly, the built-in workflows ensure that Lakewood will not change to Denver automatically, even if you change the zip code.

The defaults are:

You don't have to use the workflows that come with Address Auto Resolver.  They are only in place so that if you wanted something to work out of the box without any further configuration needed then you are ready to go.

If you want to change the behavior of when lookups occur or the logic in which fields get updated and when then you can easily disable the workflows that are installed and create your own.

All of the workflows installed refer to "Zip Changed" or "Zip Created".  As you can see in this screen shot, these have been installed by the extension:

From here you can turn off any of the rules you don't want to utilize and leave behind just those that are of value to you.  

Let's say that you have completely done away with the Mailing address on contact records and want to disable the built-in functionality and instead create your own workflow for your new custom fields.  To do that you would simply toggle off the workflow in question using the toggle button on the right:

Once deactivated it won't run any longer:

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