Constituent data hygiene

To standardize the format of constituent addresses and names that you add or edit through batches, imports, or the Add an individual or Add an organization screens, you can define data-formatting settings on the Global data entry settings page. To access this page, go to Administration and select Global data entry settings under Data. On the Global data entry settings page, select Constituent data hygiene to manage your data-formatting options.

When you turn on data formatting options, the program automatically formats any text that users enter in constituent address and name fields based on the standardization rules that you define. For example, if a user enters "3186 WEST MAIN STREET" in the Address field, the program can automatically update that entry to "3186 W Main St" when the user moves on to the next field.

To turn on data formatting options, select Edit. The Configure data hygiene screen appears.

• To turn on automatic address formatting, select Use address standardization. For information about address standardization rules, see Address standardization rules.

  Address standardization applies to batch templates with the Constituent Address Update Batch, Constituent Batch, Constituent Update Batch, Event Sponsorship Batch, and Registrant Batch batch types, as well as to import processes that use batch templates with these types. Standardization also applies to manual entry on batch templates with the Enhanced Revenue Batch, Sponsor Batch, and Auction Item Batch batch types.

• To turn on automatic capitalization, select Correct capitalization in name and address fields. For information about capitalization rules, see Text capitalization rules

  Automatic capitalization applies to batch templates with the Constituent Address Update Batch, Constituent Batch, Constituent Update Batch, Donation Batch, Event Sponsorship Batch, and Registrant Batch batch types, as well as to import processes that use batch templates with these types. Capitalization also applies to manual entry on batch templates with the Enhanced Revenue Batch, Sponsor Batch, and Auction Item Batch batch types.

Note: To overwrite a correction, delete the corrected entry and then re-enter the text. The program does not standardize that text again. To re-apply a correction, delete the entry, tab out of the field, and then tab back to the field and re-enter the text.

Note: If you use a CASS-certified address validation provider such as Satori, that address validation/standardization process can overwrite standardization and capitalization corrections from the data hygiene settings.