About Validity Checks and Lookups

Go to the Settings page.

Settings page is defaulted to General tab.
Find Contact Lookup at the bottom of page.

Click on the Contact Lookup drop-down list, click on the type of lookup you want, then click Save.

Format Only checks the format of the input and ensures it is a valid format.

Validity Check ensures the entered phone number or email are valid contacts.

Enhanced Data does a Validity Check and also returns information about the contact owner.

(for the purposes of this article, we will select Validity Check)
Go to the Clients page (step1) and select a client (step2).

Step 1

Step 2

Phone Validation

Once on the selected client's page, fill in the Texts form and click Save.

If it is a valid phone number, it will return a validated contact and default it to be Auto-Notifiable.

If it is an invalid phone number, it will return a invalid contact.

Email Validation

On the selected client's page, fill in the Mails form and click Save.

If the entered email address is a valid one, it will return a valid validated contact and default it to be Auto-Notifiable.

If the email address is invalid, it will return an invalid contact.