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Mailing Address |
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Mailing Information: Here is where you will see the mailing information of the contact. This information is usually provided when adding new contacts. However, if you did not provide all the information when adding in the contact, you can add it in the main screen if the screen is not locked. Additionally, here is where you can add more addresses. See Multiple Addresses on adding additional addresses.
Company Name: Each address has a field to store the company name for that given address. If there is no company name (e.g. home) this field should be left blank.
Address, Address Line 2, City/State/Zip/4, Country:The Mailing Address is entered in these fields. Some points with regard to entering addresses.
Address Type Each address is given an Address Type. These types are maintained in the address type list (see Custom Lists Setup > Address Types).
Name Type The Name Type determines how the name will be displayed on the label. There are four options:
<HisTitle> &/and <HerTitle> <HisFirstName> <HisLastName> A traditional label will display both the husband's and wife's names using both titles and first and last name. For example: Mr. & Mrs. John Smith. This option can be used even if data was entered only in His or Her fields. The label name will still be calculated correctly. For example, if there is no data in the wife's fields, the label name will read: Mr. John Smith. If there is no data in the husband's fields, the label name will read Mrs. Jane Smith.
<HIsTitle> <HisFirstName <HisLastName> This should be used to dislpay only the husband's name on the label -- even when data exists in the wife's fields. The resulting label would read: Mr. John Smith. For example, if this is a second address where only the husband works, it would be incorrect to have the label addressed to Mr. & Mrs. John Smith.
<HerTitle> <HerFirstName> <HerLastName> This should be used to dislpay only the wife's name on the label -- even when data exists in the husband's fields. The resulting label will read: Mrs. Jane Smith. For example, if this is a second address where only the wife works, it would be incorrect to have the label addressed to Mr. & Mrs. John Smith.
<HisTitle> <HisFirstName> <HisLastName> <HerTitle> <HerFirstName> <HerLastName> This is used when you want to display the full name of both husband and wife on two separate lines on the label. Typically, you would choose this setting when the wife goes by her maiden name. The resulting label will read (for example): Mr. John Smith Mr. Jane Black Note: using this options inserts a line break within the LableName field. Some mailing houses do not recognize the use of line breaks and will not be able to proccess mailings that have line breaks in a field. If you plan to use the built-in labels or MS Word this setting will work fine, otherwise, you should check with your mail house if they can work with line breaks within a field.
Salutation The Salutation determines how the person is greeted in a Letter. This applies to Thank-you and pledge letters that the program generates as well as merges and exports to other programs such as Word. The Salutation works in conjuction with the Name Type. There are three options:
Uses the Titles and Last Names. For example, a Formal Salutation will read: Mr. and Mrs. Goldstein. If the Name Type is Men or Women, the Salutation will read: Mr. Goldstein or Mrs. Goldstein, respetively.
Uses the First Names. For example, a Personal Salutaion may read: Aaron and Sara. If the Name Type is Men or Women, the Salutation will read Aaron or Sara, respectively.
Company Type This field determines if the name information is displayed altogether. At times, a person may request that all correspondence to the company be addressed to the company only and not mention any personal names. The options are:
2. Company: Displays the company name only. In addition, this setting will hide the names from the salutation as well.
Default Check the Default check box to make this address the Default. One address should be marked as default. If you mark an address as Default, the program ensures that no other addresses are the default. When generating Contact Reports, only addresses marked Default are incuded in the report. If you need to, you can override this setting and included non-defulat addresses as well.
Current The current mark indicates that the address is current. When a person moves, in addition to clicking No Mail, you should uncheck the Current check box. If you don't need to have a record of this address at all, you may choose to delete it. When generating Contact Reports, addresses that are not Current are excluded. If you need to, you can override this setting and inlcude non-current addresses as well.
No Mail You can choose not to send mail to an address by marking the it as No Mail. When generating Contact Reports, addresses marked as No Mail are excluded. If you need to, you can override this setting and include No Mail addresses as well.
Family Does this contact have other family members at his household? If yes, check this box. Doing so enables you to have an option to add the words "and Family" or "The Cohen Family", for example, to Labels or Envelopes. See Options & Settings > Family for information on setting this option.
Note Enter a note that describes this specific address.
Address Details Clicking the Address Details button opens a window that displays more information about this Address.
Remember, the settings you define for any given address will only affect that single address but not the other addresses for the same contact. All other addresses have their own address settings.
Navigation Buttons Use the navigation buttons to move between Addresses. See Navigation for more information.
Add Address To add a new address for this person, click the Add Address button.
Delete Address To delete an address, click the Delete Address button. Note: You cannot delete the only address of a person, if the address is incorrect, you can delete the data in the fields. You cannot delete an address marked as Default, even if it is not the only address for this person. You will first need to mark one of the other addresses as Default, then delete the address.
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