Address standardization rules

To view the address standardization rules, select Constituent data hygiene on the Global data entry settings page and select View standardization table under Data formatting .

The address standardization table includes the rules on how to format addresses. By default, the program uses standards defined by the U.S. Postal Service except for capitalization. Instead of capitalizing all letters in addresses, the program title cases most words and removes punctuation. The changes during standardization include:

  • Convert spelled-out numbers to numerals. ("Two" becomes "2" and "Tenth" becomes "10th")

  • Convert some spelled-out words to abbreviations, including:

    • Street suffixes ("Street" becomes "St" and "Road" becomes "Rd")

    • Directionals ("North" becomes "N" and "Southwest" becomes "SW")

    • Secondary unit designations ("Apartment" becomes "Apt" and "Suite" becomes "Ste")

  1. On the Global data entry settings page, select Constituent data hygiene and select Edit . The Configure data hygiene screen appears.

  2. Under Use address standardization, select Edit standardization table. The Address standardization table screen appears.

    Note: You can use filters to limit the rules that appear in the grid.

    • To add a standardization rule, select Add. The Add replacement value screen appears.

      1. In the Value type field, select the type of text to create a rule for.

      2. In the Country field, select the country that the rule applies to.

      3. In the Original value field, enter the text to replace.

      4. In the Replacement value field, enter the text to use instead.

      5. Select Save. You return to the Address standardization table screen.

    • To edit a standardization rule, select it in the grid and select Edit. The Edit replacement value screen appears. Edit the Original value and Replacement value fields as necessary. Select Save. You return to the Address standardization table screen.

    • To delete a standardization rule, select it in the grid and select Delete. On the confirmation screen, select Yes. After you delete a rule, the program no longer applies it to new addresses, but it does not change existing addresses.

  3. Select Close. You return to the Configure data hygiene screen.