Introduction
Ease of entry is created by activating the zip code link. The zip code link allows you to easily enter a customer's full address by entering a zip code and house number. This allows you to work faster and more efficiently and you will always have accurate data in your CRM.
In this article, we will explain how the link works and how you can activate it.
How does the zip code link work?
How to activate the link?
1 How does the zip code link work?
The Postcode link is visible when adding an Organisation.
Create a new relationship or open an existing one.
Click on Organisation data or Personal data.
Click on Communication.
Click on the address you want to enter.
Enter the zip code and house number.
The street name is entered automatically.
The zip code link in Tribe CRM
2 How to activate the link?
Administrators of Tribe CRM can easily activate the zip code module themselves. You can do this in the account settings:
Click the organisation icon in the top right of the blue bar.
Click on Account settings
Click the Add/Remove modules button.
Tick the zip code module option and click on get started.