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Report for Changes
I've been asked to run a report for all changes made to the database during a specific time frame. They would like to see if someone has an address change, a spouse added, a title change, a new job, a new relationship... basically any change made to a record. I know I can pull by date last changed...
Posted to
Forum
by
Debbie Gregory
on 09-01-2009
Home Address Links and when to break
Our "home" addresses are linked between parent and student. When a student graduates, should the sharing link be broken? Should be keep the link and create a "college" address and make it primary?
Posted to
Forum
by
Traci Holinger
on 08-27-2009
Vendor Address Accuracy
Do you have a vendor that does business under one name but wants their checks made out to a different name or a vendor that has multiple addresses? Track addresses and additional pieces of information on the often overlooked Addresses tab on the vendor record. You can update an existing address or click...
Posted to
Weblog
by
Geoff Sharbrough
on 08-07-2009
Tracking address changed in a certain time period
Is there any way to create a query of addresses changed during a certain time period? I just want the preferred mailing address, not phone or email. Thanks much, Melinda
Posted to
Forum
by
Melinda Waers
on 07-22-2009
Exporting Addresses for "Related" Constituents
Hello All, I am trying to export addresses for consitutents who are connected by a relationship. I do not want to export the relationship address -- I want to export the primary address for each consitituent. Since this is hard to explain here is an example -- we have a parent record and an alumni record...
Posted to
Forum
by
Jacque Jones
on 07-22-2009
Import Problem
Earlier this year we exported all our addresses to an excel file which we then farmed out to a service to go through and correct for us. When the company provided us with the corrected information I imported the corrected addresses back in. Because import did not over-write the address data that was...
Posted to
Forum
by
Rose Orr
on 07-22-2009
What is CASS Certification?
We hear a lot from Mail houses and the Post Office about CASS Certification. Why we need it, what happens if you don’t have it, and maybe even some ways to have your database CASS certified. What you may not hear so much about is what it actually is. What does this do to your records? I will touch on...
Posted to
Weblog
by
James Dyksterhouse
on 06-12-2009
“No Valid Addresses”
Hi, We currently have 2,250 records with “No Valid Addresses”, which is an 8.1% rate when applied against our total records of 27,948. We are an Art Museum and I was wondering if there is an industry standard to match up against. Thank you for your assitance. Dave Berger dberger@delart.org
Posted to
Forum
by
Dave Berger
on 06-03-2009
Attn and c\o information with AddressFinder (NCOA)
Steven had a great comment on my original blog entry about care of and attention lines on addresses and instead of responding only to him I think it is best to make my answer available to everybody. His question points to something everyone (Canada and US alike) can use for data entry with AddressFinder...
Posted to
Weblog
by
James Dyksterhouse
on 05-21-2009
Postal Changes for May 2009
It's that time of the year again for the annual postage rate changes for the Post Office. All the post office changes went into effect on May 11th so make sure you are prepared for your next mailing whenever that may be (if you are a PostalSaver user and have not downloaded the May Patch the June...
Posted to
Weblog
by
James Dyksterhouse
on 05-19-2009
Page 2 of 26 (257 items)
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