Screen Item |
Description |
Type |
On the Address tab, select the type of address for the constituent, such as Business or Home. |
Country |
Select the country for the constituent’s address.The country you select determines the fields that appear on the screen. For example, if you select “United Kingdom” instead of “United States”, the County and Postcode fields appear instead of State and ZIP. |
Address |
Enter the street address or post office box for the constituent. |
City |
Enter the city or town for the constituent address. |
County |
Select the county for the constituent address. |
Postcode |
Enter the post code for the constituent address. |
Omit from validation |
With Data Tune-Up, you can run an address validation process to verify addresses entered in the database exist. When you run the address validation process, the program automatically updates missing or incomplete address information, standardises street addresses, and updates the Coding Accuracy Support System (CASS) certified information. To not include the address entered when your organisation runs the address validation process, select this checkbox. |
Validate |
To run the address validation process to verify the address entered exists, click this button. The address validation process verifies the address, and the program automatically updates the address accordingly. If the program cannot validate the address, a message appears to ask whether to search for the address. To select the address from the address validation results, click Yes. For information about how to validate a single address, see Validate an Address for a Constituent. |
Start date |
Select the date when the constituent begins use of the address. |
End date |
When you edit an address, this field appears. To retain the address as a former address for the constituent, select the date when the constituent stops use of the address. When you enter an end date, the program automatically marks the address as Do not mail. |
Recently moved/changed to the above address |
When you add an address, this checkbox appears. If the constituent moved or changed from an existing address on the constituent record to this address, select this checkbox. If you select this checkbox, in the Old address field, select which address from the record the new address replaces. When you save the new address, the program automatically marks the selected address as a former address and as Do not mail. It also uses the start date of the new address as the end date of the former address. |
Set as primary address |
To designate the address as the constituent’s main address for communications, select this checkbox. By default, the first address you enter for a constituent is the primary address. You can enter only one primary address for a constituent. Under Addresses on the Contact tab, the primary address appears first. |
Do not send mail to this address |
If the individual requests that you not send mail to the address, select this checkbox. |
Reason |
If you select Do not send mail to this address, this field is enabled. Select why the individual requests to not receive mail at the address. |
Copy address to household members |
When the constituent is a member of a household with additional members, this checkbox appears. To copy the address to the household and its members, select this checkbox. |
This address is confidential |
If the constituent requested that the address is not to be shared with others outside your organisation, select This address is confidential. When you mark an address as confidential, it is not excluded from reports or queries. A lock icon and the word “Confidential” appears with the address on the Contact tab so users know not to share the address information. |
Seasonal information |
For a seasonal address, select the start and end dates for the time period when the constituent uses the address. |
Information source and Comments |
When you add or make changes to an address, you can select a source for the information and enter any comments. For example, if the spouse of a constituent lets you know about a change of address, you can make the changes and select “Family Member” for the information source. |
Reason |
Appears only on the Revert address screen. Enter a Reason for the reversion. You create reasons in the Reason codes tool accessed under Configuration on the Constituent page. |
DPS |
Enter the Delivery Point Suffix (DPS) for the address. DPS is a two character code appended to a postcode to designate a specific delivery point or letterbox. The DPS is required to generate Mailsort barcodes. If you validate the address, the DPS received from the address validation service automatically appears. |
Region |
Select the region for the address, such as North or Southeast. |
Validation information |
If you click Validate or include the address in an address validation process, the information from the process appears, such as the last validation attempt and the message received from the validation service. |