We are continually having the problem of getting returned mail that already has the "send mail" check unchecked under the address tab.  I am having a hard time finding where in the export function that I can exclude these records from being pulled into the export.  We also use the "no valid address" feature on the Bio 1 tab.. but in some cases it is not checked. 

Is the "no valid address" feature the only feature that excludes these participants from receiving mail?

Is the "Send Mail" check mark only for visual purposes and not exporting purposes?

 Thanks for any help!

-Lisa

Lisa Steele:

 We are continually having the problem of getting returned mail that already has the "send mail" check unchecked under the address tab.  I am having a hard time finding where in the export function that I can exclude these records from being pulled into the export.  We also use the "no valid address" feature on the Bio 1 tab.. but in some cases it is not checked. 

Is the "no valid address" feature the only feature that excludes these participants from receiving mail?

Is the "Send Mail" check mark only for visual purposes and not exporting purposes?

Lisa, the "send mail" check box is not for visual purposes only   .  When I run envelopes from mail if the box is not checked I get only constituent name, no address on my envelopes.

In export, you can export the "send mail" field and then clean up/delete any records that do not have it checked  Output >> Address >> Preferred Address >> Send mail to this address.

In my experience export is going to export all the records, good, bad and ugly.  By exporting the right fields, I can clean up my export file.

Hope this helps. Good luck.

Hi Lisa and JoAnn, You can actually get Export to work the same way the Mail functions do (exclude addresses with 'Send mail' from consideration and perform all the same 'smart' work of Address Processing by selecting the address fields you wish to export from the Address, Address Processing section section instead of from the Preferred or All Addresses sections. Once you select a field from the Address Processing section a criteria window will pop up that allows you to define options for Individuals and for Organizations. In fact, you can even use this tool to define which and how many contact values should be exported when fields are selected from the Contacts subsection. I hope you find this information helpful, Naomi

 Thank you Naomi and JoAnn! This information really helps.