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Add Address Screen

Screen Item

Description

Type

On the Address tab, select the type of address for the constituent, such as Business or Home.

Country

Select the country for the constituent’s address.The country you select determines the fields that appear on the screen. For example, if you select “United Kingdom” instead of “United States”, the County and Postcode fields appear instead of State and ZIP.

Address

Enter the street address or post office box for the constituent.

City

Enter the city or town for the constituent address.

State

Select the state for the constituent address.

ZIP

Enter the Zip code for the constituent address.

Omit from validation

With Data Tune-Up, you can run an address validation process to verify addresses entered in the database exist. When you run the address validation process, the program automatically updates missing or incomplete address information, standardizes street addresses, and updates the Coding Accuracy Support System (CASS) certified information.

To not include the address entered when your organization runs the address validation process, select this checkbox.

Validate

To run the address validation process to verify the address entered exists, click this button. The address validation process verifies the address, and the program automatically updates the address accordingly.

If the program cannot validate the address, a message appears to ask whether to search for the address. To select the address from the address validation results, click Yes. For information about how to validate a single address, see Validate an Address for a Constituent.

Start date

Select the date when the constituent begins use of the address.

End date

When you edit an address, this field appears. To retain the address as a former address for the constituent, select the date when the constituent stops use of the address. When you enter an end date, the program automatically marks the address as Do not mail.

Recently moved/changed to the above address

When you add an address, this checkbox appears. If the constituent moved or changed from an existing address on the constituent record to this address, select this checkbox.

If you select this checkbox, in the Old address field, select which address from the record the new address replaces. When you save the new address, the program automatically marks the selected address as a former address and as Do not mail. It also uses the start date of the new address as the end date of the former address.

Set as primary address

To designate the address as the constituent’s main address for communications, select this checkbox. By default, the first address you enter for a constituent is the primary address. You can enter only one primary address for a constituent. Under Addresses on the Contact tab, the primary address appears first.

Do not send mail to this address

If the individual requests that you not send mail to the address, select this checkbox.

Reason

If you select Do not send mail to this address, this field is enabled. Select why the individual requests to not receive mail at the address.

Copy address to household members

When the constituent is a member of a household with additional members, this checkbox appears. To copy the address to the household and its members, select this checkbox.

This address is confidential

If the constituent requested that the address is not to be shared with others outside your organization, select This address is confidential. When you mark an address as confidential, it is not excluded from reports or queries. A lock icon and the word “Confidential” appears with the address on the Contact tab so users know not to share the address information.

Seasonal information

For a seasonal address, select the start and end dates for the time period when the constituent uses the address.

Information source and Comments

When you add or make changes to an address, you can select a source for the information and enter any comments. For example, if the spouse of a constituent lets you know about a change of address, you can make the changes and select “Family Member” for the information source.

If the program automatically creates an address, it selects a default information source and may disable the field. For example, if the program creates an address based on a payment form that you create in Web, you cannot edit the default “Web Forms” information source.

County

Select the county for the constituent address. If you validate the address, the county received from the address validation service automatically appears.

Reason

Appears only on the Revert address screen. Enter a Reason for the reversion. You create reasons in the Reason codes tool accessed under Configuration on the Constituent page.

DPC

Enter the Delivery Point Code (DPC) for the address. DPC is a POSTNET barcode that contains a ZIP+4 barcode plus two additional digits (or 10 additional bars) to designate a specific delivery point. The barcode consists of 62 bars total, with beginning and ending frame bars and five bars each for the nine digits of the ZIP+4, the last two digits of the primary street address or post office box, and a correction digit.

If you receive a three-digit DPC from your vendor, enter only the first two digits. The first two digits of the DPC are the last two digits of the street address number.

If you validate the address, the DPC received from the address validation service automatically appears.

CART

Enter the Carrier Route (CART) for the address. CART refers to the addresses served by the postal carrier and the route used to deliver the mail. The CART can include the city, rural, and highway contract routes.To ease the delivery of mail and receive a postal discount, you can add CART information to addresses in your mailings.

If you validate the address, the CART received from the address validation service automatically appears.

LOT

Enter the Line of Travel (LOT) for the address. LOT is the direction the mail carrier takes along a CART. LOT information is required for standard mailings to receive the Basic Enhanced Carrier Route rate.

If you validate the address, the LOT received from the address validation service automatically appears.

Region

Select the region for the address, such as North or Southeast.

Congressional district

Select the congressional district for the address. If you validate the address, the district received from the address validation service automatically appears.

State House district

Select the state House district for the address.

State Senate district

Select the state Senate district for the address.

Local precinct

Select the local precinct for the address.

Validation information

If you click Validate or include the address in an address validation process, the information from the process appears, such as the last validation attempt and the message received from the validation service.