Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.  Before proceeding with the following instructions:


For the US version of The Raiser's Edge version 7.93 and higher:

  1. Click Data Health Center. 
  2. In the AddressAccelerator row, click Validate Address. 
  3. On the General tab of the Update Addresses screen, click Include to select All Records or Selected Records. If you choose Selected Records, search for and select the appropriate query. 
  4. In the Addresses to Certify frame, select to include All Addresses or Selected Addresses in the update. If you select Selected Addresses, the Customization Options for Addresses to Check screen appears. Select the appropriate options to indicate which addresses should be updated. 
  5. In the Address to Certify frame, select the time period to use to determine whether the program should certify an address. You can certify addresses regardless of the date last certified, certify addresses not certified using the current subscription data, or certify addresses not certified using the previous subscription data. 
  6. To create a static constituent query containing the names of the constituents whose addresses cannot be certified, mark the Create exception query checkbox. 
  7. On the Process Options tab in the Processing Mode frame, select one of the following:
    • Batch mode: The program updates all the addresses at one time. If an address cannot be updated, an exception query is created.
    • Interactive mode: The program updates one address at a time. This allows you to review each address before committing it to your database. 
  8. In the Address Capitalization frame, choose whether to capitalize the entire address or use proper case. When you choose Proper case address, your data correction service uses upper and lower case in the appropriate places. Mailings with standardized addresses, which include no punctuation and capitalization throughout the address, are eligible for discounts offered by the US Postal Service. 
  9. In the Reporting Options frame, select the following if appropriate:
    • Print form 3553: Prints the CASS Summary Report (Form 3553) to confirm the addresses are CASS certified.
    • Create control report: Creates a report containing information about the updated addresses. 
  10. The functionality of the Add the Following to New Certified Addresses frame has been removed.  The options selected in this frame will not be applied as the updated information is added to the current address.
  11. The functionality to save the original address on the Address tab of a constituent record has been removed.  Marking the Save Old Address in Constituent Address List checkbox will not save the old address. Also, The options selected in this frame will not be applied as the updated information is added to the current address.
  12. On the Footnotes tab, you can specify the footnote flags you want to add as address attributes.
     
    1. Highlight the footnote flag in the Available Footnote Flags list and click the single right arrow to move the footnote flag to the Footnote Flags to Add as Address Attributes field. The footnote flag appears on the Attributes tab of the address record with the Category of Address Validation Footnote and a Description of the specific footnote flag that applies. After you finish certifying addresses, locate all addresses with an attribute Category of Address Validation Footnote and correct any problems with the address. After correcting an address, we recommend deleting the attribute. 
    2. Enter a date to associate with the attribute in the Date to use for attributes field. 
    3. In the Comment field, enter any comments you want to associate with the attribute. For example, you may want to add the comment 'Footnote flag from address update on 01/01/2001.'
       
  13. The Summary tab displays an overview of your address validation options. 
  14. Click Update Now. 

For the US version of The Raiser's Edge version 7.80 - 7.92:

  1. Click Data Health Center. 
  2. In the AddressAccelerator row, click Validate Address. 
  3. On the General tab of the Update Addresses screen, click Include to select All Records or Selected Records. If you choose Selected Records, search for and select the appropriate query. 
  4. In the Addresses to Certify frame, select to include All Addresses or Selected Addresses in the update. If you select Selected Addresses, the Customization Options for Addresses to Check screen appears. Select the appropriate options to indicate which addresses should be updated. 
  5. In the Address to Certify frame, select the time period to use to determine whether the program should certify an address. You can certify addresses regardless of the date last certified, certify addresses not certified using the current subscription data, or certify addresses not certified using the previous subscription data. 
  6. To create a static constituent query containing the names of the constituents whose addresses cannot be certified, mark the Create exception query checkbox. 
  7. On the Process Options tab in the Processing Mode frame, select one of the following:
    • Batch mode: The program updates all the addresses at one time. If an address cannot be updated, an exception query is created.
    • Interactive mode: The program updates one address at a time. This allows you to review each address before committing it to your database. 
  8. In the Address Capitalization frame, choose whether to capitalize the entire address or use proper case. When you choose Proper case address, your data correction service uses upper and lower case in the appropriate places. Mailings with standardized addresses, which include no punctuation and capitalization throughout the address, are eligible for discounts offered by the US Postal Service. 
  9. In the Reporting Options frame, select the following if appropriate:
    • Print form 3553: Prints the CASS Summary Report (Form 3553) to confirm the addresses are CASS certified.
    • Create control report: Creates a report containing information about the updated addresses. 
  10. In the Add the Following to New Certified Addresses frame, enter the Address type, Info source, Date from, and Date to information to add to the corresponding fields of the constituent's address. You can leave fields in this frame blank if you do not want to update the information. 
  11. If you want to save the original address on the Address tab of a constituent record, mark the Save Old Address in Constituent Address List checkbox. Enter the Address type, Info source, Date from, and Date to information for the old address. You can leave fields in the Save Old Address in Constituent Address List frame blank if you do not want to change the information entered for the original address. 
  12. On the Footnotes tab, you can specify the footnote flags you want to add as address attributes.
     
    1. Highlight the footnote flag in the Available Footnote Flags list and click the single right arrow to move the footnote flag to the Footnote Flags to Add as Address Attributes field. The footnote flag appears on the Attributes tab of the address record with the Category of Address Validation Footnote and a Description of the specific footnote flag that applies. After you finish certifying addresses, locate all addresses with an attribute Category of Address Validation Footnote and correct any problems with the address. After correcting an address, we recommend deleting the attribute. 
    2. Enter a date to associate with the attribute in the Date to use for attributes field. 
    3. In the Comment field, enter any comments you want to associate with the attribute. For example, you may want to add the comment 'Footnote flag from address update on 01/01/2001.'
       
  13. The Summary tab displays an overview of your address validation options. 
  14. Click Update Now. 

For the US version of The Raiser's Edge versions 7.50 - 7.71, the Canadian version of The Raiser's Edge versions 7.50 - 7.83, and the UK version of The Raiser's Edge versions 7.50 - 7.93:

  1. Click Admin, Data Enrichment Services. 
  2. Select Address Validation. 
  3. Click Update Addresses. 
  4. The Update Addresses screen appears. 
  5. On the General tab:
    • To validate all addresses, leave the default of All Records. To use a query, click Include, choose Selected Records, and browse to and select the actual query.
    • In the Addresses to Certify frame, click Include to choose whether to compare all or selected address types for the constituents selected. If you choose Selected addresses, the Customization Options for Addresses to Include screen appears so you can select the address types you want to compare in the Updated Addresses Report.  
  6. On the Process Options tab, select the processing mode, address capitalization, and reporting options. Determine what fields to add to the updated addresses and whether to save the old address as an alternative address. 
  7. On the Footnotes tab, select which footnotes should appear as an address attribute. 
  8. Click Update Now.