Enter a unique name to identify the address processing option.

Enter a unique description to help identify the address processing option, such as to explain when to select the option.

To restrict use of the processing option to a specific site, select the site to use the option.

On the Individuals tab, select this checkbox to use the mail preferences defined on the Communications tab of constituent records for individuals included in the correspondence.

On the Individuals tab or Households & Groups tab, select the address types to use if you do not use mail preferences or if mail preferences are not set up for an individual or a group or household. For example, select “Primary” in the 1st choice field and “Home” or “Household” in the 2nd choice field. The program searches for valid addresses in the order selected.

On the Organizations tab, select this checkbox to use the mail preferences defined on Communications tab of constituent records for organizations included in the correspondence.

On the Organizations tab, select whether to send the correspondence to the organization or its contacts if you do not use mail preferences or if mail preferences are not set up for an organization.

If you select “Mail to contacts at the organization,” select the contact types to receive the correspondence. To include all contact types selected in the correspondence, select Mail to each contact type found. If you do not select this checkbox, the correspondence includes only the first contact type selected. In the If no contact is found field, select whether to include or remove organizations without contacts from the correspondence. In the If contact will also receive the mailing as an individual field, select whether to send the correspondence to the constituent as an individual, a contact, or both.

If you select “Mail to organization only,” select the address types to use. For example, select “Primary” in the 1st choice field and “Business” in the 2nd choice field. In the If address not found field, select whether to include or remove organizations without addresses from the correspondence output.

On the Individuals tab, to use a seasonal address if available for a constituent, select this checkbox.

On the Households & Groups tab, select this checkbox to use the mail preferences defined on the Communications tab of constituent records for groups and households included in the correspondence.