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Former Member

Address derivation

Hi.

We are about to implement Interaction Center in CRM 2007 and I have the following question: is it possible to derive some or all of the contact's address upon entry of the zip code? If so, how?

Thanks,

Simon.

Edited by: Simon Evans on Jul 15, 2009 3:13 PM

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    Former Member
    Jul 15, 2009 at 04:24 PM

    Hi Simon

    You can definitely search for a contact based on zip code. You'll need to add the contact zip code field in the "Account identification" view. Note that if there are multiple contact with the same zip code you'll get a result list for selection.

    Here's how to add the contact zip code to account identification screen:

    1. Tcode: BSP_WD_CMPWB - BSP WD Component Workbench

    2. enter component ICCMP_BP_DETAIL and display

    3. Expand "Views" and double click on ICCMP_BP_DETAIL/BuPaCommContact

    4. Select "Configuration" tab and then "Select Configuration" button

    5. Now select the Configuration with following values from the list

    Role Key : <DEFAULT>

    Component Usage : <DEFAULT>

    Object Type: BPIDENT

    Object SubType : BPCATEGPERSON

    6. Edit icon > "Copy Configuration " button, enter the following values

    Role Key : Yoour role config key

    Component Usage : <DEFAULT>

    Object Type: BPIDENT

    Object SubType : BPCATEGPERSON

    7. Now you are ready to add field. Select "Show Available fields"

    8. Expand "CONTACTRELADDRESS" and slect "Postal Code" field from page 5

    9. Add the field to your view using "+" icon

    10. Save your configuration and the field will be available in interaction center

    Hope this helps

    Rupesh

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    Former Member
    Jul 16, 2009 at 08:00 AM

    Thanks for your reply Rupesh. This will be useful to know, however I don't think that I gave enough information in my initial post.

    What we would like is as follows:

    When a consumer/customer contacts us, we will make a new 'interaction record' in the Interaction Center. When entering the details, it would be very useful if we could enter a ZIP/Postal code and the full address is populated automatically. I would assume that this would only be possible with some kind of add-on, but wanted to know if anyone had any ideas if it is even possible.

    Regards,

    Simon.

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    • Former Member

      Hi Simon

      Just reading through this note and I take it the process you are really asking the question around is the creation of a new customer record via the Web IC and doing a search for an address based on a post code ... yes .. there is an add on product that integrates with SAP CRM which is called QAS (Quick Address Search) I don't know if it is suitable for US companies having only implemented using it in the UK. With this product the user keys in a post code or a street name , town to bring up a list of validated address details from the QAS product which are then used to help create the customers record on the system

      Hope this helps

      Regards

      David Hamilton