Validating the Address of a Prospect on a Customer Quotation Record

If tax calculation using Avalara AvaTax is enabled in your org, you can validate the prospect's address on a customer quotation record. This checks whether the address is recognized by the US Postal Service. If the original address is not in the required format, Avalara AvaTax proposes a new address. If the address is not recognized, you can provide additional information to retrieve a valid address.

Note:

The validation only works for addresses in the United States and Canada.

To validate the prospect's address:

  1. Open the customer quotation record that you want to validate the prospect's address for.
  2. Click Validate Prospect Address.
  3. Click Validate. The address fields are checked against the Avalara AvaTax database and the fields in the Proposed Address section are updated.
  4. Review the updated fields in the Proposed Address section. Depending on the case, do one of the following:
    • If the proposed address is correct, click Save to accept any changes.
    • If the proposed address is incorrect, amend the proposed address fields and click Validate. When the correct address is displayed, click Save to accept the changes.

When the address is updated, the Prospect Address Validated field is automatically selected.