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.


 
Undeliverable Addresses
  1. Create a constituent query (BB19082)
  2. On the Criteria tab, select Addresses, Preferred Address, Attributes, Specific Attribute, AddressAccelerator Footnotes Description one of:
     
    • Moved No Forwarding Address
    • PO Box Closed
    • Moved to Foreign Address
    • Change of Address form filed but new address not in USPS records

      Note: Do not select the option Each record must meet all specified criteria

      AND Addresses, Preferred Address, Attributes, Specific Attribute, AddressAccelerator Footnotes Date equals [Date that the AddressFinder update was run]
       
       
  3. Globally unmark the Send mail checkbox on the preferred address and mark the 'Has No Valid Address' checkbox on the constituent record:
     
    1. Click Admin, Globally Change Records.
    2. Highlight Constituent, Constituent and click New Change.
    3. Use the query created above
    4. In the Show field, select:
      • Preferred Address and select the field Send Mail.
      • Select Add as the Operator and choose Unchecked. Check the box to Overwrite Existing Value.
      • Click OK
      • Biographical and select the field Constituent has no valid address
      • Select Add as the Operator and choose Checked. Check the box to Overwrite Existing Value
      • Click OK
    5. On the Global Change, mark Create control report.
    6. Click Change Now to make the change.
Deliverable Addresses
  1. Create a constituent query. (BB19082)
  2. On the Criteria tab, select Addresses, Preferred Address, Attributes, Specific Attribute, AddressAccelerator Footnotes Description one of:
     
    • Forwardable Move.
    • Forwardable Move, but secondary address cannot be verified.

      Note: Do not select the option Each record must meet all specified criteria.

      AND Addresses, Preferred Address, Attributes, Specific Attribute, AddressAccelerator Footnotes Date equals [Date that the AddressFinder update was run].

       
  3. Globally mark the Send mail checkbox on the preferred address and unmark the 'Has No Valid Address' checkbox on the constituent record:
    1. Click Admin, Globally Change Records.
    2. Highlight Constituent, Constituent and click New Change.
    3. Use the query created above
    4. In the Show field, select:
      • Preferred Address and select the field Send Mail.
      • Select Add as the Operator and choose Checked. Check the box to Overwrite Existing Value.
      • Click OK
      • Biographical and select the field Constituent has no valid address
      • Select Add as the Operator and choose Unchecked. Check the box to Overwrite Existing Value
      • Click OK
    5. On the Global Change, mark Create control report.
    6. Click Change Now to make the change.
County Update

Update the counties for constituents who have moved (the query of forwardable moves created in above step). AddressFinder returns the addresses constiuents list on their National Change of Address card they submit to the Post Office. County is not a field on this card, therefore county is not updated. This information can be updated in one of the following ways: