Reference Guide

Reference Guide#

Introduction #

Melissa Add-Ons for Microsoft Dynamics CRM make it easy to capture, clean, and complete your global address data.

Add-On List #

Melissa has the following add-ons available for Dynamics CRM:

Global Verify - Verify and standardize mailing addresses from across the world with the flexibility and accuracy delivered by Melissa Data products.
Personator - An all-in-one contact verification and appending cloud API that allows you to pass in names, addresses, phone numbers, and email addresses; simultaneously parsing them, making conservative corrections, and even appending data derived from the input. It can also leverage all of these inputs to verify whole contact records.

System Requirements #

Minimum Requirements #

2.9 GHz or faster x86- or x64-bit dual core processor with SSE2 instruction set
Super VGA with a resolution of 1024 x 768
2 GB RAM

Recommended Requirements #

3.3 GHz or faster 64-bit dual core processor with SSE2 instruction set and 3 MB or more L3 cache
Super VGA with a resolution of 1024 x 768
4 GB RAM

Components #

Business Coder #

Business Coder searches for Business Demographics data based on the address and company name.

You can use Business Coder to:

Search for businesses using the phone number, stock ticker, and web address.
Discover business SIC codes, sales volumes, employee sizes, phone numbers, etc.

Installing Business Coder #

Begin by navigating to Solutions. To do this, first click Sales along the top, then click Settings in the menu that drops down, then click Solutions under the Customization category.

Click the Import button.

A window will pop-up. Click the Choose File button to select a solution package, then click Next.

Click Choose File — Click **Choose File**#

A file explorer window will pop-up. Please locate the plugin .zip file that contains the Business Coder solution. Click Open and then click Next.

Click Open then Next — Click **Open** then **Next**#

A window will display the solution information for the Business Coder Plugin. Click Next.

Then the import options will display. Click Import.

Wait for the solution to finish importing.

The Buseiness Coder Plugin import should complete successfully. Click Close.

Click Publish All Customizations. The installation is now complete.

Click Publish All Customizations — Click **Publish All Customizations**#

Configuring Business Coder #

Begin by navigating to Solutions. To do this, first click Sales along the top, then click Settings in the menu that drops down, then click Solutions under the Customization category.

Click the Business Coder Plugin under Display Name.

Click the Business Coder Plugin under Display Name — Click the **Business Coder Plugin** under **Display Name**#

Click Configuration in the solution pane located on the left side of the window. Then enter your License Key into the specified field.

Enter your License Key — Enter your **License Key**#

Select your desired options.

Choose if you want to Overwrite Input.

Choose Overwrite Input — Choose **Overwrite Input**#

Click Set to save these configurations. This completes the configuration.

Business Coder Fields #

Business Information#

Field Name

Description

Location Type

Code denoting the business location type.

Code	Definition
`1`	Headquarters
`2`	Branches
`3`	Subsidiary Headquarters
`4`	Single Location

Phone Number

10-digit phone number.

Stock Ticker

The assigned stock exchange abbreviation/symbol for the business.

Web Address

The web address/domain for the business.

Employees Estimate

The number of employees who work at this business location.

Sales Estimate

The sales volume and/or assets of the business.

SIC/NAICS Codes#

Field Name	Description
SIC Code 1	A 6-digit SIC code for the business’s primary line of business.
SIC Code 2	The second SIC code.
SIC Code 3	The third SIC code.
NAICS Code 1	North American Industry Classification System code. This is related to SIC Code 1.
NAICS Code 2	Second NAICS code. This is related to SIC Code 2.
NAICS Code 3	Third NAICS code. This is related to SIC Code 3.

SIC/NAICS Descriptions#

Field Name	Description
SIC Description 1	First SIC code description. Related to SIC Code 1.
SIC Description 2	Second SIC code description. Related to SIC Code 2.
SIC Description 3	Third SIC code description. Related to SIC Code 3.
NAICS Description 1	First NAICS code description. Related to NAICS Code 1.
NAICS Description 2	Second NAICS code description. Related to NAICS Code 2.
NAICS Description 3	Third NAICS code description. Related to NAICS Code 3.

Express Entry #

Express Entry enables more accurate and convenient entry of address data by checking data as it is typed.

You can use Express Entry to:

Save time and effort by completing addresses with less than 1/2 of the keystrokes necessary to type the full address, checked against Melissa Data’s Multi-sourced data.
Validate addresses while they are being typed in, making sure that as addresses are added, misspellings and other errors are prevented.

Installing Express Entry #

This is how to install the Express Entry Solution once you have downloaded it.

Begin by navigating to Settings. To do this, click the down arrow next to Sales, then click Settings in the menu that drops down.

Click Solutions in the Customization category.

Click the Import button.

A window will pop-up. Click the Choose File button.

A file explorer window will pop-up. Locate the plugin .zip file that contains the Express Entry solution. Click Open.

Then click Next.

The window will show the Solution Information. Click Import.

Wait for the solution to finish importing.
The installation is now complete. Click Close.

Configuring Express Entry #

This is how to configure Express Entry once you have completed the installation.

Begin by navigating to Settings. To do this, click the down arrow next to Sales, then Settings in the menu that drops down.

Then click Solutions in the Customization category.

Click the MD Express Entry Plugin under Display Name.

Click MD Express Entry Plugin — Click **MD Express Entry Plugin**#

Click Configuration in the solution pane located on the left side of the window. Then enter your License Key into the License field and check the Activate Express Entry.

Click Configuration — Click **Configuration**#

Setup your desired options. Then click Set to save this configuration. This completes the configuration.

Click Save all Settings — Click **Save all Settings**#

Global Verfiy for Dynamics CRM seamlessly integrates Melissa Data’s Global Address verification technology into the Dynamics CRM environment. This solution is built into the existing Dynamics CRM forms, inserting a number of extra fields and a verify address button. One click will verify and standardize the address of a new or existing record.

Covers 240+ countries
Allows you to verify and standardize address data for the Account, Contact, Lead, Competitor, Quote, Order, and Invoice entities
No coding required, set up simply requires importing the solution into your dynamics environment
In addition to verifying and standardizing the address, also appends numerous other fields to the entity providing more detailed information on the address
Can also append latitude and longitude
Verify on click and verify on save options available

Installing Global Verify #

Begin by navigating to Settings. To do this, click the down arrow next to Sales, then click Settings in the menu that drops down.

Click Solutions in the Customization category.

Click the Import button.

A window will pop-up. Click the Choose File button.

A file explorer window will pop-up. Locate the plugin .zip file that contains the Global Verify solution. Click Open.

Then click Next.

The window will show the Solution Information. Click Import.

Wait for the solution to finish importing.

The installation is now complete. Click Close.

Click Publish All Customizations to ensure all changes are applied to your default solution.

Configuring Global Verify #

Begin by navigating to Settings. To do this, click the down arrow next to Sales, then Settings in the menu that drops down.

Then click Solutions in the Customization category.

Click the MDGlobalPlugin under Display Name.

Click MDGlobalPlugin — Click **MDGlobalPlugin**#

Click Configuration in the solution pane located on the left side of the window.

Enter your License Key into the License field.

Select the Melissa Webservices you would like to use.

Select your desired options for Address Options. A country must be selected in order to use the Global Address Verification service. The result code section sets the success/failure conditions given during the use of the service. For more information, see Global Address Verification Options.

Select your desired options for Email Options. The Premium version of the service requires a subscription and will incur additional fees. For more information, see Global Email Options.

Select your desired options for Phone Options. The Premium version of the service requires a subscription and will incur additional fees. For more information, see Global Phone Options.

Select your desired options for Name Options. These options determine how aggressive the name parsing can be. For more information, see Global Name Options.

Select your desired options for Dynamics CRM Options.

Check Verify on save to process your input fields every time a record is saved.

Check Overwrite input to overwrite your input fields as well as fill in some of the out of the box fields where available. If left unchecked, the service will simply fill-in the fields created for our service.

Click Save All Settings to save these configurations. This completes the configuration.

Global Verify Custom Mapping #

Begin by navigating to the Configuration screen.

Navigate to Configuration — Navigate to **Configuration**#

Click the Advanced Mapping tab.

Click Advanced Mapping tab — Click **Advanced Mapping** tab#

Click the Load Entities button. This queries the Dynamics organization for a full list of the entities that exist within your system and populates the list of attributes that are associated with the entity.

Click Load Entities — Click **Load Entities**#

Select the desired entity from the drop down list. If a mapping has already been established for the selected entity, the fields should automatically be populated with the previous values.

Type the name of the desired custom or out of the box field. In order to assist the field entry process, the field names should be auto-completed with only the correct field names for the selected entity.

The names should be the exact names that are assigned in Dynamics. These names can be viewed in the Fields section for that particular entity in the default solution.

Once the fields have been filled in click the Save Mapping button.

Click Save Mapping — Click **Save Mapping**#

Custom Entity#

These steps will walk you through how to add Global Verify to custom entities.

Click the down arrow next to Sales, click Settings, then click Customizations under the Customization category.

Click Customizations — Click **Customizations**#

Click Customize the System.

Click Customize the System — Click **Customize the System**#

On the left side of the new window that popped up, expand the Entities section to find the entity you want to add Global Verify to.

Expand Entities section — Expand **Entities** section#

In this case the test entity I am going to add it to is called md_testEntity.

Once you expand the entity, click the Forms tab then click on the Main form type.

Click the Insert tab, and then click the Web Resource button. This button is small and easy to miss, so reference the screenshot below.

Small Web Resource button — Small **Web Resource** button#

You can expand the popup window to see it easier.

Click Web Resource button — Click **Web Resource** button#

Type md_gv_FormHTML into the Web Resource field. Then click the search button to populate a drop down menu. Select the corresponding item in that menu.

Name the Web Resource Global Verify. The Label field should auto-fill itself with the name you typed in.

Name the Web Resource — Name the **Web Resource**#

Click the Formatting tab and change the Row Layout number to 20. This increases the number of rows to make the Global Verify details easier to read.

Change the Row Layout number — Change the **Row Layout** number#

Click OK at the bottom of the window.

From the Home tab click Save. Then click the Publish button to save the modifications made.

After the form is added to the page, there are a handful of fields that need to be added for certain options to work correctly.

Additional Fields#

To add additional fields, open up the Fields tab for the entity you added md_gv_FormHTML to and click the New button.

There are two different types of fields you should make: Multiple Lines of Text, and Date and Time.

Click New in Fields tab — Click **New** in **Fields** tab#

Multiple Lines of Text Field#

Under the Type section, change the Data Type field from Single line of Text to Multiple Lines of Text.

Change the Data Type — Change the **Data Type**#

Change the Maximum Length value to 50,000.

Change the Maximum Length — Change the **Maximum Length**#

Then enter md_gv_adressresponsejsonstring into the Name and Display Name fields.

Enter Name and Display Name fields — Enter **Name** and **Display Name** fields#

Click the Save and Close button.

Click Save and Close — Click **Save and Close**#

REPEAT Steps 18-21 for md_gv_address2responsejsonstring, md_gv_emailresponsejsonstring, md_gv_nameresponsejsonstring, and md_gv_phoneresponsejsonstring.

Make sure to change the name for step 20 to the correct name.

Date and Time Field#

The next step follows from Step 17.

Change the Data Type field from Single Line of Text to Date and Time.

Change Data Type — Change **Data Type**#

Change the Format field to Date and Time.

Add in md_gv_processdate to the Name field, and Process Date to the Display Name field.

Change Name and Display Name fields — Change **Name** and **Display Name** fields#

Click the Save and Close button.

Add Fields#

Next we are going to add the fields we just made to the form of the entity.

Open the Main form of the entity.

On the left side of the window is a Field Explorer. This contains all of the fields that we just created. Drag them onto the form where ever you would like them to be placed.

For the reponsejsonstring fields it is a good idea to change their Visibility to hidden. To do this, double click the field on the form and uncheck the boxes for Display label on the form, and Visible by default. Once those are unchecked, click the OK button.

Repeat Step 28 for ALL responsejsonstring fields.

Click the Save and then the Publish buttons to save the changes made to the form.

Click Save then Publish — Click **Save** then **Publish**#

Global Verify Fields #

Melissa Data Email Details#

Email Details#

Field Name	Description
Email Address	The email address.
Mail Box Name	The mail box name. (All characters that precede the “@” character.)
Domain Name	The domain name. (All characters following the “@” character.)
Top Level Domain	The top level domain. (For example, “com”.)
Top Level Domain Name	The top level domain description.
Record ID	Returns the unique identifier for the current record.
Results	Returns result codes specific to the record.

Melissa Data Phone Details#

Mobile Phone Details#

Field Name	Description
Phone Number	The phone number.
Phone International Prefix	The international exit code needed to call a number outside of the dialing country. If the input country and country of origin differ, this will return the digit(s) required to be dialed before the country code.
Phone Country Dialing Code	A digit, or combination of digits dialed after the international prefix.
National Prefix	A digit, or combination of digits that must be dialed before an area (city) code when calling a number within the same country but outside the numbering area.
National Destination Code	A digit, or combination of digits that identifies a numbering area within a country (or group of countries) and/or network/services.
Phone Subscriber Number	The subscriber number associated with the inputted phone number. The subscriber number contains significant leading digits that further define the local exchange area and/or service.
Locality	City. The locality associated with the inputted phone number.
Administrative Area	State. The administrative area associated with the inputted phone number.
DST	Daylight Savings Time. Returns a ‘Y’ (for yes) or ‘N’ (for no) to distinguish whether the region of the inputted phone number observes daylight savings time.
UTC	The universal time code for the time zone associated with the inputted phone number. The format will be: +/- hh:mm.
Language	This is the predominant language of the phone’s detected geographical location. Because of phone number portability, geographical information may not reflect the true location of the owner of the phone number for wireless and VOIP numbers.
Latitude	The geographic coordinate of the locale, city, municipality, or other geographically identifiable service area of the exchange measured in degrees north or south of the equator.
Longitude	The geographic coordinate of the locale, city, municipality, or other geographically identifiable service area of the exchange measured in degrees east or west of the Greenwich Meridian.
Version	This is a string value that is the current revision number.
Results	Returns result codes specific to the record.

Melissa Data Address Details#

Formatted Address#

Field Name	Description
Formatted Address	The address in the correct format for mailing from the country specified. This includes the Organization as the first line, one or more lines in the origin country’s format, and the destination country (if required).

Address Lines#

Field Name	Description
Address Line 1-8	Will return the standardized or corrected contents of the input address. These lines will include the entire address including the locality, administrative area, and postal code.

Thoroughfare Fields#

Field Name	Description
Thoroughfare	Name of the street or block data element.
Leading Type	Leading thoroughfare type indicator within the Thoroughfare field.
Pre-Direction	Prefix directional contained within the Thoroughfare field.
Name	Name indicator within the Thoroughfare field.
Post-Direction	Postfix directional contained within the Thoroughfare field.
Trailing Type	Trailing thoroughfare type indicator within the Thoroughfare field.

Parsed Area Fields#

Field Name	Description
Double-Dependent Locality	An area or village (UK) within a Dependent Locality required to uniquely identify an address.
Dependent Locality	A smaller population center data element. Depends on the Locality element. US Term: Urbanization. In terms of US Addresses, this element applies only to Puerto Rican addresses. It is used to break ties when a ZIP Code is linked to multiple instances of the same address.
Locality	The most common population center data element. US Term: City. Canadian Term: Municipality.
Sub-Administrative Area	The smallest geographic data element. US Term: County.
Administrative Area	The most common geographic data element. US Term: State. Canadian Term: Province.
Sub-National Area	The administrative region within a country on an arbitrary level below that of the sovereign state.
Postal Code	The complete postal code for a particular delivery point. US Term: ZIP. Canadian Term: Postcode.

Premises Fields#

Field Name	Description
Building	Descriptive name identifying an individual location.
Premises Number	Alphanumeric indicator within premises field.
Premises Type	Leading premise type indicator within premises field.
SubPremises	Suite Alphanumeric code identifying an individual location. US Term: Suite
SubPremises Number	Sub premises number indicator within the premises field. US Term: Suite Number
SubPremises Type	Sub premises type indicator within the premises field. US Term: Suite Name
Post Box	Post box information for a particular delivery point.

Geocodes#

Field Name	Description
Latitude	Returns the geocoded latitude for the address entered in the Address Line field.
Longitude	Returns the geocoded longitude for the address entered in the Address Line field

Dependent Thoroughfare Fields#

Field Name	Description
Dep. Thoroughfare	Name of the street or block data element.
Leading Type	Leading thoroughfare type indicator within the Dependent Thoroughfare field.
Pre-Direction	Prefix directional contained within the Dependent Thoroughfare field.
Name	Name indicator within the Dependent Thoroughfare field.
Post-Direction	Postfix directional contained within the Dependent Thoroughfare field.
Trailing Type	Trailing thoroughfare type indicator within the Dependent Thoroughfare field.

Country#

Field Name	Description
Country Name	The official country name.
Country ISO 2	ISO 3166 2-character country code.
Country ISO 3	ISO 3166 3-character country code.
Country ISO Number	ISO 3166 3-digit numeric country code.

Results#

Field Name	Description
Results	Returns result codes specific to the record.

Melissa Data Address 2 Details#

Field descriptions are the same as Melissa Data Address 1 Details above, just for the Address 2 field.

Personator #

Personator for Dynamics CRM is an all-in-one contact verification and appending solution. It allows you to pass in names, addresses, phone numbers, and email addresses; simultaneously parsing them, making conservative corrections, and even appending data derived from the input. It can also leverage all of these inputs to verify whole contact records. Personator can be configured to perform one or more of the primary actions the solution provides: Verify and Append.

Verifies name corresponds to address, email, and phone data.
Appends missing name and company name, phone number, and/or email address.
Provide current addresses for people and companies that have moved with 20+ years of history.

Installing Personator #

Begin by navigating to Settings in the top ribbon. To do this, click Sales along the top, then click Settings in the menu that drops down.

Click Settings in the drop down — Click **Settings** in the drop down#

Click Solutions in the Customization category.

Click the Import button.

The Select Solution Package window will pop-up. Click the Choose File button.

A file explorer window will pop-up. Locate the plugin .zip file that contains the Personator solution. Click Open.

You should be back at the Select Solution Package window with your file listed. Now click Next.

On the Import Options window click Import.

Wait for the solution to finish importing.

The installation is now complete. Click Close to finish.

Configuring Personator #

Begin by navigating to Settings in the top ribbon. To do this, click Sales along the top, then click Settings in the menu that drops down.

Click Solutions in the Customization category.

Click the MDPersonatorPlugin under Display Name.

Click the MDPersonatorPlugin — Click the **MDPersonatorPlugin**#

Click Configuration in the solution pane located on the left side of the window.

Then enter your License Key into the License field

Select which actions that you want to perform.

Select your desired options for the Check action.

Select Check options — Select **Check** options#

Select your desired options for the Verify and Append actions.

Select Verify and Append options — Select **Verify** and **Append** options#

Select your desired output options.

Select your desired Dynamics CRM options.

Click Save All Settings to save these configurations. This completes the configuration.

Personator Custom Mapping #

Begin by navigating to the Configuration screen.

Click the Advanced Mapping tab.

Click the Load Entities button. This queries the Dynamics organization for a full list of the entities that exist within your system and populates the list of attributes that are associated with the entity.

Select the desired entity from the drop down list. If a mapping has already been established for the selected entity, the fields should automatically be populated with the previous values.

Type the name of the desired custom or out of the box field. In order to assist the field entry process, the field names should be auto-completed with only the correct field names for the selected entity.

The names should be the exact names that are assigned in Dynamics. These names can be viewed in the Fields section for that particular entity in the default solution.

View entity field names#

Once the fields have been filled in click the Save Mapping button.

Custom Entity#

These steps will walk you through how to add Personator to custom entities.

Click the down arrow next to Sales, click Settings, then click Customizations under the Customization category.

Click Customize the System.

On the left side of the new window that popped up, expand the Entities section to find the entity you want to add Personator to.

In this case the test entity I am going to add it to is called md_testEntity.

Once you expand the entity, click the Forms tab then click on the Main form type.

Click the Insert tab, and then click the Web Resource button. This button is small and easy to miss, so reference the screenshot below.

You can expand the popup window to see it easier.

Type md_p_PersonatorFormHTML into the Web Resource field. Then click the search button to populate a drop down menu. Select the corresponding item in that menu.

Name the Web Resource Personator. The Label field should auto-fill itself with the name you typed in.

Click the Formatting tab and change the Row Layout number to 25. This increases the number of rows to make the Personator details easier to read.

Click OK at the bottom of the window.

From the Home tab click Save. Then click the Publish button to save the modifications made.

After the form is added to the page, there are a handful of fields that need to be added for certain options to work correctly.

Additional Fields#

To add additional fields, open up the Fields tab for the entity you added md_p_PersonatorFormHTML to and click the New button.

There are two different types of fields you should make: Multiple Lines of Text, and Date and Time.

Multiple Lines of Text Field#

Under the Type section, change the Data Type field from Single line of Text to Multiple Lines of Text.

Change the Maximum Length value to 250,000.

Then enter md_p_JSONStringInfo into the Name and Display Name fields.

Click the Save and Close button.

Date and Time Field#

The next step follows from Step 17.

Change the Data Type field from Single Line of Text to Date and Time.

Change the Format field to Date and Time.

Add in md_p_processdate to the Name field, and Personator Process Date to the Display Name field.

Click the Save and Close button.

Add Fields#

Next we are going to add the fields we just made to the form of the entity.

Open the Main form of the entity.

On the left side of the window is a Field Explorer. This contains all of the fields that we just created. Drag them onto the form where ever you would like them to be placed.

For the md_p_JSONStringInfo field it is a good idea to change the Visibility to hidden. To do this, double click the field on the form and uncheck the boxes for Display label on the form, and Visible by default. Once those are unchecked, click the OK button.

Click the Save and then the Publish buttons to save the changes made to the form.

Personator Fields #

Personator Details#

Basic Details#

Field Name	Description
Full Name	Returns the full name for the record.
Company Name	Returns the company name.
Address Line 1	Returns the address entered in the Address Line field. If two addresses were entered and only one is valid, the valid address is returned instead. This includes the suite and private mailbox.
Address Line 2	If two addresses are passed into the Address Line field, the second address is returned here. If only one of two addresses is valid, the valid address will be returned in Address Line 1.
Suite	Returns the suite for the address in the Address Line field, if any. If requested, the suite will be populated in this field instead of the Address field.
Address Extras	Any extra information that does not fit in the Address Line fields.
Private MailBox	Returns the private mail box number for the address in the Address Line field, if any. Private mailboxes are private mail boxes in commercial mail receiving agencies, like a UPS Store. If requested, the Private mailbox will be populated in this field instead of the Address field.
City	Returns the city entered in the City field.
State	Returns the state for the record.
Postal Code	Returns the 9-digit postal code for U.S. addresses and 6-digit postal code for Canadian addresses.
Plus4	Returns the 4-digit plus4 for the input address. If this column is requested, the PostalCode field will only contain the 5-digit ZIP for U.S. addresses.
Address Key	Returns a unique identifier for an address. This key can be used with other current and future Melissa Data services.
Phone Number	Returns the standardized phone number for the record.
Email Address	Returns the email address entered in the Email field.

Census Details#

Field Name	Description
County Name	Returns the county name.
County FIPS	Returns the FIPS code for the county in the County field. FIPS code is a 5-digit code. The first two digits are a state code and the last three indicate the county within the state.
Census Tract	Returns a 4-to 6-digit string containing the census tract number associated with the requested record. Census tracts are small subdivisions of a county.
Census Block	Returns a 4-digit string containing the census block number associated with the requested record. Census blocks are the smallest geographic area for which the Bureau of the Census collects and tabulates decennial census data.
Place Code	When ZIP codes overlap, the City field will always return the city that covers most of the ZIP area. If the address is located outside of that city but within the ZIP Code, Place Code or Place Name will refer to that area.
Place Name	When ZIP codes overlap, the City field will always return the city that covers most of the ZIP area. If the address is located outside of that city but within the ZIP Code, Place Code or Place Name will refer to that area.
CBSA Code	Census Bureau’s Core Based Statistical Area (CBSA). Returns the 5-digit code for the CBSA associated with the requested record.
CBSA Title	Returns the title for the CBSA.
CBSA Level	Returns whether the CBSA is metropolitan or micropolitan.
CBSA Division Code	Returns the code for a division associated with the requested record, if any.
CBSA Division Level	Returns whether the CBSA division, if any, is metropolitan or micropolitan.
CBSA Division Title	Returns the title for the CBSA division, if any.
Congressional District	Returns the 2-digit congressional district that the requested record belongs to.

Results#

Field Name	Description
Results	Returns result codes specific to the record.
Melissa Address Key	Returns a propietary unique key assigned to the address record.
Record Extras	Returns any extra details on the current record.
Record ID	Returns the unique identifier for the current record.

Name Details#

Field Name	Description
Gender	Returns a gender for the name in the FullName field.
Gender 2	Only used if 2 names are in the Full Name field. Returns a gender for the second name in the Full Name field.
Salutation	Returns a salutation for the name in the Full Name field.
Name Prefix	Returns a prefix for the name in the Full Name field.
First Name	Returns the first name in the Full Name field.
Middle Name	Returns a middle name for the name in the Full Name field.
Last Name	Returns the last name in the Full Name field.
Name Suffix	Returns a suffix for the name in the Full Name field.
Prefix Name 2	Only used if 2 names are in the Full Name field. Returns a prefix for the second name in the Full Name field.
First Name 2	Only used if 2 names are in the Full Name field. Returns the second name in the Full Name field.
Middle Name 2	Only used if 2 names are in the Full Name field. Returns a middle name for the second name in the Full Name field.
Last Name 2	Only used if 2 names are in the Full Name field. Returns a last name for the second name in the Full Name field.
Name Suffix 2	Only used if 2 names are in the Full Name field. Returns a suffix for the second name in the Full Name field.

Parsed Address#

Field Name	Description
Address House Number	Returns the parsed house number for the address entered in the Address Line field.
Address Pre Direction	Returns the parsed pre-direction for the address entered in the Address Line field.
Address Street Name	Returns the parsed street name for the address entered in the Address Line field.
Address Street Suffix	Returns the parsed street suffix for the address entered in the Address Line field.
Address Post Direction	Returns the parsed post-direction for the address entered in the Address Line field.
Address Suite Name	Returns the parsed suite name for the address entered in the Address Line field.
Address Suite Number	Returns the parsed suite number for the address entered in the Address Line field.
Address Private Mailbox Name	Returns the parsed private mailbox name for the address entered in the Address Line field.
Address Private Mailbox Range	Returns the parsed private mailbox range for the address entered in the Address Line field.

Parsed Email Details#

Field Name	Description
Domain Name	Returns the parsed domain name for the email entered in the Email field.
Mailbox Name	Returns the parsed mailbox name for the email entered in the Email field.
Top Level Domain	Returns the parsed top-level domain name for the email entered in the Email field.

Census Details 2#

Field Name	Description
Census Key	Returns a 15 digit string containing the concatenated County FIPS, Census Tract and Census Block.
County Subdivision Code	Returns a 5 digit string representing the County Subdivision Code for the requested record.
County Subdivision Name	Returns the County Subdivision Name for the requested record.
Elementary School District Code	Returns a 5 digit string representing the Elementary School District Code for the requested record.
Elementary School District Name	Returns the Elementary School District Name for the requested record.
Secondary School District Code	Returns a 5 digit string representing the Secondary School District Code for the requested record.
Secondary School District Name	Returns the Secondary School District Name for the requested record.
Unified School District Code	Returns a 5 digit string representing the Unified School District Code for the requested record.
Unified School District Name	Returns the Secondary Unified District Name for the requested record.
State District Lower	Returns a 3 digit string representing the Lower State District Code for the requested record.
State District Upper	Returns a 3 digit string representing the Upper State District Code for the requested record.

Address Details#

Field Name	Description
City Abbreviation	Returns an abbreviation for the city entered in the City field, if any.
State Name	Returns the full name of the state entered in the State field.
Address Type Code	Returns a code for the address type in the Address Line field. Please see the appendix for the list of possible codes.
Country Code	Returns the country code for the country in the Country field.
Delivery Indicator	Returns an indicator of whether an address is a business address or residential address.
Urbanization Name	Returns the urbanization name for the address entered in the Address Line field. Usually only used if the address is in Puerto Rico.
Carrier Route	Returns a 4-character code defining the carrier route for this record.
Delivery Point Code	Returns a string value containing the 2-digit delivery point code.
Delivery Point Check Digit	Returns a string value containing the 1-digit delivery point check digit.
UTC	Returns the time zone of the requested record. All Melissa Data products express time zones in UTC (Coordinated Universal Time).

Pased Address (Canada Only)#

Field Name	Description
Address Route Service (Canada Only)	Returns the parsed route service number for the address entered in the Address Line field.
Address Lock Box (Canada Only)	Returns the parsed lock box number for the address entered in the Address Line field.
Address Delivery Installation (Canada Only)	Returns the parsed delivery installation for the address entered in the Address Line field.

Geocode Details#

Field Name	Description
Latitude	Returns the geocoded latitude for the address entered in the Address Line field.
Longitude	Returns the geocoded longitude for the address entered in the Address Line field

Phone Details#

Field Name	Description
Area Code	Returns the parsed area code for the phone number entered in the Phone field.
New Area Code	Returns the parsed new area code for the phone number entered in the Phone field.
Phone Extension	Returns the parsed extension for the phone number entered in the Phone field.
Phone Prefix	Returns the parsed prefix for the phone number entered in the Phone field.
Phone Suffix	Returns the parsed suffix for the phone number entered in the Phone field.
Phone Country Code	Returns the 2 character country code for the phone number entered in the Phone field.
Phone Country Name	Returns the full country name for the phone number entered in the Phone field.

Demographics#

Field Name	Description
Date Of Birth	Returns the date of birth in the format `YYYYMM`. Accuracy is only to the month.
Household Income	Returns the range of the household’s income.
Length Of Residence	Returns the range of the individual’s length of residency in their current address.
Own Rent	Returns the individual’s status as owner or renter of the property.
Occupation	Returns the category for the individual’s occupation.
Presence Of Children	Returns the presence of children in the household.
Marital Status	Returns the individual’s marital status.
Date Of Death	Returns the full date of death in the format `YYYYMMDD`.
Demographics Gender	Returns gender based on demographics data.
Demographics Results	Returns the result codes for demographics.

Reference Guide

Contents

Reference Guide#

Business Information#

SIC/NAICS Codes#

SIC/NAICS Descriptions#

Custom Entity#

Additional Fields#

Multiple Lines of Text Field#

Date and Time Field#

Add Fields#

Melissa Data Email Details#

Email Details#

Melissa Data Phone Details#

Mobile Phone Details#

Melissa Data Address Details#

Formatted Address#

Address Lines#

Thoroughfare Fields#

Parsed Area Fields#

Premises Fields#

Geocodes#

Dependent Thoroughfare Fields#

Country#

Results#

Melissa Data Address 2 Details#

Custom Entity#

Additional Fields#

Multiple Lines of Text Field#

Date and Time Field#

Add Fields#

Personator Details#

Basic Details#

Census Details#

Results#

Name Details#

Parsed Address#

Parsed Email Details#

Census Details 2#

Address Details#

Pased Address (Canada Only)#

Geocode Details#

Phone Details#

Demographics#