Address Management

Electronic Visit Verification (EVV) / Address Management How to Download the Address Management Report

To download the Address Management report:

  1. Navigate to the Contacts module and select Utilities & Tools
  2. Click Address Management
  3. Select a date range and apply filters
  4. Click the download icon on the right-hand side
  5. Click Go to Files to view the file in the Files module

The following columns are in the Address Management export:

A. Status 

B. ContactId

C. TypeId

D. Name

E. FirstName

F. LastName

G. Company

H. AddressLine1

I. AddressLine2

J. City 

K. StateProvince

L. ZipPostalCode

M. Country

N. Coordinates

O. CreationDate

P. LastModified

Q. CreatedByContactId

R. CreatedBy

S. LastModifiedBy 

T. TimeZone

U. TimeZone Offset

Electronic Visit Verification (EVV) / Address Management How to Edit an Address from the Address Management Screen

Users with the (Utilities > Manage Address Management) permission enabled can edit and geolocate individual addresses from the Address Management screen.

To edit a single address from the Address Management screen:

  1. Navigate to the Contacts module and select Utilities & Tools
  2. Click Address Management
  3. Click the pencil icon on the right-hand side of the address
  4. Complete the “Edit address” pop-up

  • When entering Address line 1, select the address from the populated results. Doing this will populate the address’ timezone, latitude, and longitude.
    • If the “Latitude” and “Longitude” fields have been added or updated, then the address’ “Status” in the Address Management screen will display as “Geolocated.”
    • Addresses that do not populate in the search results can be edited manually, but cannot be geolocated.
  • Please note, when selecting a geolocated address from the search results, the “Address line 2” and “Location name” will remain the same.

5. Click Update to save changes

Electronic Visit Verification (EVV) / Address Management How to Geolocate Addresses in Bulk

Users with the (Utilities > Manage Address Management) permission enabled can edit and geolocate multiple addresses from the Address Management screen.

To geolocate address in bulk:

  1. Navigate to the Contacts module and select Utilities & Tools
  2. Click Address Management
  3. Click the checkboxes next to each address being geolocated
    • Or, click the checkbox next to “Contact” to select all addresses on display.
  4. Click Geolocate Selected on the left-hand side, next to the number of selected addresses

5. In the “Verify geolocated results” pop-up, click Apply changes to save all geolocated addresses

    • All addresses are checked by default, but users can uncheck addresses if needed.
    • Click the ! to view any addresses that failed to geolocate. In the “Address conflicts” pop-up, click OK to exit the pop-up.

    • If not saving geolocated addresses, click Discard Changes and then Continue in the “Discard changes” pop-up.

The number of geolocated addresses will display at the bottom of the screen.

Click here to learn how to geolocate an individual address.

Electronic Visit Verification (EVV) / Address Management How to View Activity in the Address Management Screen

To view the activity made to addresses in the Address Management screen:

  1. Navigate to the Contacts module and select Utilities & Tools
  2. Click Address Management
  3. Click Activity History
  4. Filter the “Activity history” pop-up by:
    • Date range: click the calendar icon to view addresses last updated within a timeframe
      • Please note, updates made within the last 7 days will display by default.
    • Contact: enter the name of a contact in  Search contacts… to view updates made by that contact.