Set Format Options for a Correspondence Process

When you generate a correspondence process, you can select the default addressing processing formats and name formats to use with the correspondence. You can also select whether to send multiple pieces of a correspondence to a single household.

Note: The address processing option determines the address types used in the correspondence. For information about address processing options, see Address Processing Options.

1. On the Add correspondence process screen or Edit correspondence process screen, in the Output format field, select “Formatted mail correspondence output” and select the pencil. The Processing options screen appears.

   Tip: If the Output format field does not appear, select “Output format” in the Output type field on the Add correspondence process screen or Edit correspondence process screen.

2. In the Address format field, select the address processing option to use with the correspondence. To edit or add an address processing option, select Edit or New. For information about how to add or edit address processing options, see Address Processing Options.

3. In the Name format field, select the name format processing options to use for addressees and salutations in the correspondence. To edit or add a name format processing option, select Edit or New. For information about how to add or edit name format processing options, see Name Format Options.

4. To ensure a household does not receive duplicate copies of the correspondence, select Include household member processing. When you select this checkbox, if the selection includes individual constituents recognized as members of the same household in your database, the household receives only one piece of correspondence.

5. Select Save. You return to the previous screen.