Membership Records  | |
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How to Enter an Address Change |
Before you make an address change, please
make sure you have all information you need to enter the address
change. You will need the complete address (including apartment
number if needed) and whether or not the change is for the whole
family. If mail is returned without a forwarding address, do not remove
the address from Shelby. The address should only be made undeliverable.
(See instructions below.)
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| 1. |
In the Membership Module click on the
“Change Criteria” button. Enter the last name and first name, in the
appropriate boxes. Choose “OK”. Double click on the name to enter the
record.
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| 2. |
Click on the “GlobaFile Information” box,
in the lower right corner. This will take you to the GlobaFile.
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| 3. |
Tab 1 – Highlight the Main/Home
address (or the address that is changing) by clicking on it once.
- In the bottom left corner of the screen is the Archive Address
button. You will get a message that says, “Archive to previous
address?” Click on “yes”. This will automatically move the address
that is Main/Home to the previous address line.
- You should know have a screen to enter the new address. It is
important to enter the address in the correct way. We use the
guidelines put out by the Postal Service. (See notes below)
Address line 1 – This is where you enter the street address. For
example: 1234 Main St Apt 3. Address line 2 – This is where you
enter a PO Box or information that will not fit on line 1. Enter the
zip/postal code, city, state/province and country. Click OK.
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| 4. |
Tab 3 – This screen is used to
change the mail status on a record. If the address is deliverable the
mail status should be blank. If the address is undeliverable, a “U” for
undeliverable should be entered. If the address is a good address, but
the person does not want to receive mail, “N” for no mail should be
entered. If someone is transferred to the general category, a “G” for
general should be entered. The notes section of the demographics screen
(Tab 3) can be used to enter information regarding returned mail or no
mail requested. In the first line of the notes section on Tab 3, enter
the date and a brief note. For example mail returned or forwarding order
expired or no mail requested.
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Notes:
- Do not use punctuation in an address.
- If mail is returned without a forwarding address do not remove
the address from Shelby. The address should only be made
undeliverable.
- Do not use all capitals in an address.
- Do not spell out North, South, East or West.
- Do not spell out Street, Avenue, Drive, Lane, Circle, Terrace or
any other street description. They should be abbreviated using the
Postal Service Guidelines. For information on abbreviations for
states, street names, etc. you can go to
www.usps.com/ncsc/lookups/usps_abbreviations.html
- All addresses must have a country listed.
- When entering a new address, be sure to archive the previous
address.
- The notes section of the demographics screen (Tab 3) can be used
to enter information regarding returned mail or no mail requested.
In the first line of the notes section on Tab 3, enter the date and
a brief note. For example mail returned or forwarding order expired
or no mail requested.
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