PST Address Lookup Plug-In v1.0

This Plug-In will do a lookup on the Account and Route numbers read off of the checks and retrieve customer information for that particular Account and Route and pre-fill the fields from the data in the database. If more than one record of data exists for that Account and Route (ex. Husband and Wife share and account) both records will be added to a grid which the user can use to fill the fields with one click of the mouse. If the data does not match the data already in the database, the user can add a new record to that Account and Route combination.

 

The Address Lookup Plug-In is typically run in the 'After an item has been saved' Insert Point'

 

Here are the Options for the Address Lookup Plug-In.

 

Here is the interface for the Lookup. This will appear as each item is scanned through, pre filled with the matching data.