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Using the Broadband Checker
Using the Broadband Checker

This add-on lets you perform broadband suitability checks from a lead or customer record

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Written by Raymond Carrel
Updated over a week ago

The Broadband Checker add-on allows you to quickly perform a broadband suitability check against a customer or lead record.

Results are stored automatically in the Notes section, for reference.

The Broadband checker is a premium add-on. If it is not enabled in your instance, please get in touch.


Performing a broadband suitability check

A broadband check can be performed against either a lead or customer record. From the Broadband Checker menu at the top of the screen, you can access a list of providers who have been configured.

Select one to open the Broadband Checker.

From here, you can either type a new postcode or select one from the list. The list contains postcodes for the addresses registered to that customer or lead record. These can be seen on the Addresses tab of the record.

Only one postcode can be entered at a time. Click on View to see a menu containing all of the matching addresses for that postcode.

Choose the desired address and click on View again to perform the check.

The format of results will differ between providers. You can use the Search bar to filter the table.

Results will be automatically stored as a note as soon as they are presented.

You can click on Back to go one step back and select another address for the postcode entered, or Home to try another postcode.


Results storage

Results will automatically be saved as notes. These can be seen on the Notes tab of the customer or lead record.

These notes can be deleted by users with the Delete Auto Populated Notes user role.

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