1. Open the appropriate constituent record
     
  2. On the Bio 1 tab, click Business
     
  3. On the General 1 tab, mark the Print organization name with address checkbox
     
  4. Click the More button
     
  5. On the General 2 tab, mark the Send mail to this address checkbox
     
  6. Click Save and Close to save the address information
  7. Click Save and Close to save the constituent record
  8. On the Address tab, open the Business address and mark the checkbox labeled "Set this address to the preferred address".

 

  • In Mail:
     
    1. Open the appropriate mailing function
    2. On the Fields to Include tab, ensure the Organization Name field is selected in the right frame. (By default, it is included.)
    3. On the Ind. Address tab, leave Preferred Address selected.
    4. Go through each of the other tabs and select the appropriate options as normal
    5. Click Merge or Export.
Note: If merging, ensure that the Organization Name field is selected in the Word document, from the Insert Raiser's Edge field menu.
  • In Export:
     
    1. Create a Constituent export
    2. On the Output tab, select the appropriate fields including either:
      • Address, Preferred Address, Org Name
      • Address, Address Processing, Org Name
Note: When the first field from Address Processing is selected, the Address Processing screen appears. On the Ind. Address tab, leave Preferred Address selected.