Verifying addresses online

Online Address Verification is a feature that allows you to verify addresses as you enter or change them. The Verify Addresses button is accessible in the following locations:

■    Customers > Manage Customers

■    Events > Register a customer > select the Attendees tab

■    Orders > Enter and edit orders > in the Bill to ID field, click Add

■    Orders > Enter and edit order > select the Ship to Info tab

■    Exposition > Process booth orders > click Options and choose Address

■    Fundraising > Enter and edit gifts > select the Donor tab

■    Fundraising > Enter and edit gifts > select the Soft Credit tab and click Add

Example of the verification of an address

To request address verification

1.  Click Edit.

The Verify Addresses button becomes available. You can click this button at any time during entry or edit.

2.  Click Verify Addresses. The system will attempt to verify the member’s address(es). If successful, the Zip+4, carrier route, and delivery point fields are added and you receive a message that all addresses were successfully matched. If any of the addresses cannot be matched, the program starts the Browse process.

The system attempts to verify the following:

□    All three member addresses in the Member/Contact Maintenance or Address Maintenance window.

□    The ship-to address in the Order Entry and Meeting Registration window.

To automatically verify addresses

You can elect to have the system automatically verify the member’s addresses every time a member record is saved.

1.  Select Membership > Utilities > System Setup from the main menu.

2.  Click Address & Notes from the Membership Setup window.

3.  Click Edit.

4.  Mark the Automatically Verify New/Updated Addresses and Accept Address Correction options.

5.  (optional) Opt to update the county and congressional district fields in the iMIS member database. If you choose this option, you can select which of the three addresses to use in order to determine the appropriate county and congressional district. This option applies to both the batch verify process and the online verification.

6.  Click OK.

To export records to ProSort

The ProSort feature allows you to print PAVE (Presort Accuracy Validation and Evaluation) certified labels.

1.  Select Membership> Utilities> Other Data Utilities> ProSort Export from the main menu.

The ProSort Exports window opens.

2.  Double-click the Export Name Records to ProSort option in the Available Reports area.

The Member/Contact Selections window opens.

3.  Use the options on this window to choose the members and their addresses to include in the label run.

4.  Click Addn’l Fields to specify a constant to be printed on the labels or you may select field(s) from the iMIS database in addition to the ones listed below. Click OK to accept the additional field.

5.  Click OK in the Member/Contact Selections window to accept the information and close the window.

6.  Select the location where the export file is to be saved and enter the file name. Click Yes to start the ProSort program.

7.  Once the records are selected and exported to the file you selected, the program will attempt to find and start Group 1’s Smart Marketing Suite program.

If this is the first time you are using ProSort, the Startup Wizard opens. Click Finish to close the wizard and open the following window.

Group 1’s Smart Marketing Suite program

8.  When the program starts, select the export file just created and then describe the mailing by creating a ProSort task. To print the labels, run the task. To perform these steps, please refer to the Group 1 ProSort manual.

9.  If the installation was successful, the fields in the export file will already be mapped to the appropriate ProSort fields. If the fields are not mapped, use the following information to map the fields correctly: