Quality Control and Error Handling Correcting Addresses and Client Names Manually

Sometimes automated data entry isn't perfect. The Manual Name and Address Fixer is a dedicated workflow designed to let you easily correct client details, fix property addresses, and automatically update statuses directly on your Orders board.

When triggered, this process standardizes the information and ensures your records are accurate and up-to-date.

How the correction process works

Behind the scenes, this manual tool runs a multi-step workflow to ensure all parts of the order are updated safely without losing data.

flowchart TD
    A["Manual Trigger (Webhook)"] --> B["Fetch Order Details from Monday.com"]
    B --> C["Process Name and Address (SubZap)"]
    C --> D["Upload Front Photo"]
    D --> E["Update Columns on Orders Board"]

Powered by SubZaps

The heavy lifting of standardizing the address format and client name is handled by a dedicated SubZap ("Address & Client Name Handler"). This ensures formatting remains consistent across all your orders.

Using the manual fixer

When you notice an error in a client's name or property address on the 🏠 Orders board, you can invoke this manual correction process.

  1. 1

    Trigger the correction

    Activate the manual fixer for the specific order. This is typically done via a webhook or a custom button on your Monday.com board.

  2. 2

    System retrieves data

    The workflow automatically looks up the specific item on the 🏠 Orders board using its unique Item ID.

  3. 3

    Data standardization

    The address and client name are passed through our formatting handler to ensure they meet standard formatting rules (e.g., separating Street, City, State, and Zip).

  4. 4

    Photo and record update

    The system uploads the front.jpg photo to the Front Photo column and updates all relevant text and location columns with the newly corrected data.

Data Override
Running this manual fix will overwrite the existing data in the target columns. Ensure you actually want to replace the current address and name before triggering the workflow.

Fields updated automatically

When the correction process finishes, the following columns on your 🏠 Orders board are updated with the standardized data:

CategoryUpdated Fields
Client DetailsClient Name
Location DataFull Address, Street, City, State, Zip, Unit, Subdivision
MappingLatitude, Longitude
Property DetailsProperty Type, Tax SF, Property Type Status, Property Type Reason
MediaFront Photo (front.jpg)

If the Front Photo fails to upload, check that the source image URL is publicly accessible and hasn't expired.

Troubleshooting

Why didn't the address update?

If the address fields remain unchanged, the SubZap may not have been able to parse the provided address string. Ensure the original address has enough information (like a street number and name) to be recognized.

The workflow ran, but the photo is missing

The workflow attempts to upload a file named front.jpg to the Front Photo column. If the source file is missing or corrupted before the workflow runs, the column will remain blank.