Search results matching tag 'addresses'

Constituent Corner: Shared Phone Numbers

9A61429D-5534-4EC6-B2DE-93FB7DB0915D — Thu, 12 Nov 2009 20:09:00 GMT

In The Raiser's Edge, you can use address sharing to link records so that an address change is reflected on all records who share that address. When you copy and share an address between records, phone numbers in the Phones/Email/Links grid are also shared. This means you can change the phone number on one record and it will be updated on all the constituents that share it. While a website or home phone number are likely to be shared by everyone who has the address, email addresses and cell phone numbers are more likely to be unique to each constituent. You can choose to share or not share phone numbers on a case-by-case basis.

By default, all phone types are shareable. To make a phone type shareable or not shareable, go to Config, Tables, highlight Phone types in the left frame, and double-click the specific phone type in the right frame. To allow the phone type to be shared, unmark the Do not share phones of this type box. To prevent the phone type from being shared on any record, mark the Do not share phones of this type box and click OK.

To share a phone number between records, you must use a shared address. For each phone number, select one of the following options:

Not Shared: Indicates the phone number is not currently shared, but has the ability to be shared if the appropriate options are selected.

Shared: Select this option if you do want to share phone numbers. If a phone number of this type is already on the other constituent's record, a prompt appears to overwrite the existing phone number of that type on other records. To accept the changes and update the numbers to share, click Yes. To maintain the numbers already on the records and not share them, click No or Cancel. To see which addresses are shared, click Show Addresses. If the phone type is not on the other record, the phone type and phone number are added to all records that share the address.

Do Not Share: Select this option if you do not want to share a specific phone number.

Cannot Be Shared: When the phone type is marked as Do not share phones of these types in Configuration, The Raiser's Edge automatically selects Cannot Be Shared as the phone type for the phone number and you are unable to manually change it. If you need to share this phone type, make it shareable in Configuration. This will change these phone numbers from Cannot Be Shared to Not Sharedand you can then manually change those phone numbers to Shared.

You can also find this information in Knowledgebase solution BB192490.

Address Updates

7F3A5321-7F35-443D-8AEB-258D3D8B764B — Thu, 29 Oct 2009 16:31:06 GMT

Some questions have recently come up in our organization about when it is appropriate to update and address on a records in the database. Such as ... should identification be required to change the address? Can we change an address on a record simply as a result of returned mail and a NCOA sticker? I guess the question is what make a change valid? The questions are a result of a new policy to prevent identity theft but has left me asking questions about when it's ok to change an address. Likewise ... do you require a death certificate to mark a constituent as deceased? Can all of you Raiser's Edge gurus ... DBA's out there let me know what your policies are on changing address information in your database? Much appreciated!! Cheryl

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9A61429D-5534-4EC6-B2DE-93FB7DB0915D — Wed, 28 Oct 2009 15:37:00 GMT

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Re: Address Standardization

9D344368-74E5-43F3-AB81-0577CF1573A9 — Sun, 25 Oct 2009 19:37:18 GMT

Thank you everyone, for your replies. They were very helpful. One follow-up question: For those who are enteringthe secondary address unit designators on one line, do you put a comma between the main street address and the secondary address?

Thank you,

Marni Pearce
Database Manager
Seeds of Peace

Address Standardization

9D344368-74E5-43F3-AB81-0577CF1573A9 — Thu, 22 Oct 2009 19:01:37 GMT

I am trying to make our data consistent and would like to know best practice regarding where to enter apartment and suite numbers. Should we be entering them next to the street address or on a separate address line? What do most people do and how does the decision effect direct mail sent from a mail house?

Only one please

0CB50F45-5A00-4B1C-AAC9-BF24E2C03E67 — Mon, 19 Oct 2009 18:52:00 GMT

We would like to send 1 snail mail item to each address... - if there is only one person or one married couple living at that address we would like to use the "With spouse Addressee" - if there are multiple constituents living at the same address we would like to send to "The 'Last Name' Family." Any help would be greatly appreciated!

New USPS Regulations (NCOA)

48B998D1-70D3-488D-9E47-70D3255B7EA5 — Thu, 24 Sep 2009 18:27:17 GMT

Hi all!

I got caught completely off guard with the new USPS regulations on all bulk and pre-sort mailings. In case you don't know, before you can send out a bulk or pre-sort mailing, your mailing must be ran through a NCOA check. We use a mailing service that prepares our major mailings for us. They run the NCOA check and give us back the updated addresses on hard copies.

I am curious what "methods" are you using for tracking when a particular address has been ran through NCOA (if any). From what I understand, addresses must be checked every 95 days. We do frequent mailings and our lists change constantly.

Maybe I am overthinking it, and should just run the NCOA each and every time I do a mailing.

Thanks for your input.

Joanie

Address Management Best Practices

43e1538e-04ef-4da8-8eb7-643b90cfab20 — Thu, 17 Sep 2009 17:09:31 GMT

Can anyone offer advice on the best approach to managing address changes? Ie: should we simply write over old addresses or use a previous/alternate indicator?

We've got a small-size db (12,000 total with 1,500 annual donors) and have not been consistant in managing old address information thus far.

Re: Importing new addresses for old constituents

4244da69-cde3-4d48-9e92-73863595f75a — Tue, 15 Sep 2009 18:01:14 GMT

[quote user="Shirley Platt"]

I am having the hardest time following the knowledge base answers for importing new preferred addresses for old constituent accounts. Does anyone have a header row that I can look at to see if I can follow it?

[/quote]

Shirley- I've posted my address update header, hope it helps you.

Forums » Product Forums » The Raiser's Edge » Shared Client Documents: Policies and Procedures » Basic Address Update Import Header

Jana

Constituent Corner: Address Sharing

9A61429D-5534-4EC6-B2DE-93FB7DB0915D — Tue, 08 Sep 2009 21:00:00 GMT

Among the Care Bears, it is Share Bear who promotes the virtues of sharing. In The Raiser's Edge, you can embrace the concept of sharing by sharing addresses between constituent and relationship records.

Address sharing simplifies data entry by letting you make a change on one record that will be reflected on all records who share the address. For example, Buffy, Dawn, and Joyce Summers are all constituents in the Sunnydale High School database and have a shared address. One day, Giles notices that their address is listed as 163 Réville Road instead of 1630 Revello Drive. Because their addresses are shared, Giles only needs to open one record, make the change, and save it to update all three records.

Two records may have the same address, but that doesn't mean they are shared. As another example, Nick and Nora Charles have the same address, but it isn't shared. That means a change to Nick's address won't be reflected on Nora's record and vice-versa. To share their home address, you would open Nora's record, select the Addresses tab, open the home address, select Address, Copy/Share Address from Constituent... from the menu bar, and browse for Nick's record in the search screen. In the window that lists Nick's addresses, mark the Add? checkbox on the home address, then mark the Share this address checkbox to link the address, click OK, then save the address and the constituent record.

Now any changes that are made to Nick's address will be reflected on Nora's record and vice-versa. This information is also in Knowledgebase solution BB27964.