1. Product Introduction

Smart Address Autofill is a powerful Perfex CRM add-on that enhances address input fields in client forms, leads, proposals, estimates, and invoices by providing real-time address autocomplete functionality with automatic field population.

The module integrates with world-class geocoding services to provide accurate address suggestions as users type, dramatically reducing data entry time and improving address accuracy across your CRM.

Designed with flexibility and performance in mind, the module supports multiple geocoding providers, configurable search parameters, intelligent caching, and seamless integration with Perfex CRM’s existing address fields.

2. Why Choose This Module?

This module bridges the gap between Data Entry Efficiency and Address Accuracy :

1. Real-Time Suggestions: Get instant address suggestions as users type, powered by professional geocoding APIs.
2. Automatic Field Population: Select an address and all related fields (street, city, postal code, state, country) are automatically filled.
3. Multi-Service Support: Choose between IGN Géoplatforme (France) or OpenStreetMap Nominatim (Worldwide) based on your needs.
4. Smart Caching: Built-in caching system reduces API calls and improves response times.
5. Universal Compatibility: Works seamlessly on client forms, leads, proposals, estimates, invoices, and credit notes.

3. Features

Key Benefits

• ✓ Real-Time Address Autocomplete — Get instant suggestions as you type
• ✓ Automatic Field Population — Street, city, postal code, state, and country fields auto-fill
• ✓ Dual Geocoding Services — IGN (France) and Nominatim (Worldwide) support
• ✓ Intelligent Caching — Reduces API calls and improves performance
• ✓ Country Filtering — Restrict searches to specific countries
• ✓ Configurable Settings — Customize minimum characters, debounce delay, and more
• ✓ Keyboard Navigation — Full keyboard support with arrow keys and Enter
• ✓ Mobile Friendly — Touch-optimized for mobile devices
• ✓ Accessibility — ARIA attributes for screen readers
• ✓ Rate Limiting Protection — Built-in protection against API abuse

Detailed Features

1. Real-Time Address Autocomplete System

• • Instant suggestions as users type (configurable minimum characters)
• • Debounced API calls to reduce server load
• • Dropdown interface with keyboard navigation
• • Visual feedback with loading states and error messages
• • Supports multiple address fields: standard address, billing street, shipping street

2. Automatic Field Population

• • Intelligent parsing of address components
• • Automatic population of street, city, postal code, state/region fields
• • Smart country detection and selection
• • Works with Perfex CRM’s standard address fields
• • Maintains field editability after auto-population

3. Geocoding Service Support

• • IGN Géoplatforme: Official French government geocoding service (France only)
• • OpenStreetMap Nominatim: Free worldwide geocoding service
• • Easy switching between services via settings
• • Service-specific configuration options

4. Performance & Caching

• • Intelligent caching system reduces API calls
• • Cache duration: 1 hour for successful results, 15 minutes for empty results
• • Automatic cache cleanup to manage storage
• • Rate limiting protection (30 requests per minute per IP)
• • Optimized for high-traffic environments

5. Settings Integration

• • Integrated into main Settings page
• • Location: Settings → Smart Address Autofill
• • Comprehensive configuration options
• • Real-time validation of settings

4. Usage Guide

The address autocomplete feature automatically activates when you access any form with address fields in Perfex CRM. No additional setup is required after installation and configuration.

Address Autocomplete Settings are being configured for all countries

The IGN Géoplatforme service is specialized for France, while OpenStreetMap provides worldwide coverage.

Address Autofill is activated when adding a new customer

Address Autofill is activated when adding or editing a customer, creating or editing an invoice, or creating or editing an estimate

Address Autofill is activated when adding or editing a customer, creating or editing an invoice, estimate, proposal, or lead

Proposal

Lead

5. Product Live Demo

Test the module through a live demo before making a purchase: View Demo

6. Updates & Changelog

Version 1.0.0 (Initial Release)

• Initial Release: Complete address autocomplete solution for Perfex CRM
• Real-Time Autocomplete: Instant address suggestions as users type
• Automatic Field Population: Smart parsing and population of address components
• Dual Service Support: IGN Géoplatforme (France) and OpenStreetMap Nominatim (Worldwide)
• Intelligent Caching: Built-in caching system to reduce API calls
• Country Filtering: Restrict searches to specific countries
• Keyboard Navigation: Full keyboard support with arrow keys and Enter
• Mobile Optimization: Touch-friendly interface for mobile devices
• Accessibility: ARIA attributes for screen reader compatibility
• Rate Limiting: Protection against API abuse
• Multi-Field Support: Works with standard address, billing, and shipping fields
• Settings Integration: Comprehensive configuration via Perfex CRM settings

7. Product Installation

Prerequisites

• • Perfex CRM 2.3.2 or higher
• • PHP 7.2 or higher
• • cURL extension enabled
• • Write permissions on the uploads/ directory (for caching)
• • Internet connection (for API access)

Step 1: Upload Module Files

Choose one of the two methods below to add the module to your system:

Option A: Standard Zip Upload (Recommended)

Use the built-in Perfex CRM module uploader:

1. Log in to your Admin area
2. Go to Setup → Modules
3. Click the Upload Module button at the top
4. Select the address_autocomplete.zip file
5. Click Install

Option B: Manual Upload (FTP/File Manager)

The module folder should be named: address_autocomplete

1. Extract the module ZIP file
2. Copy the entire address_autocomplete folder to your Perfex CRM modules/ directory
3. Ensure the folder structure is: modules/address_autocomplete/

Step 2: Activate Module

1. Go to Setup → Modules
2. Find “Smart Address Autofill” in your module list
3. Click Activate

Step 3: Configure Settings

1. Go to Settings → Smart Address Autofill
2. Configure the following settings:
• Geocoding Service: Choose IGN (France) or Nominatim (Worldwide)
• Country Code: (Optional) Restrict searches to a specific country
• Maximum Responses: Number of suggestions to display (1-50)
• Minimum Characters: Characters required before showing suggestions (1-10)
• Debounce Delay: Delay before API call in milliseconds (0-2000)
• IGN Settings: (If using IGN) Configure API URL, Territory, and Address Type
3. Click Save to apply changes

Step 4: Test the Module

1. Navigate to Clients → Add New Client
2. Click on the address field and start typing an address
3. Verify that suggestions appear and fields auto-populate when selecting an address

8. Suggest Features or Request Customized Work

We actively listen to user feedback and continuously improve this module.

If you have a feature suggestion, business-specific requirement, or need customized functionality, feel free to reach out.

• • Request new features or improvements
• • Ask for custom modifications based on your workflow
• • Integration with other Perfex CRM modules
• • Priority development for business-critical needs
• • Additional geocoding service integrations
• • Custom field mapping requirements

Contact Us

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