Description: How to navigate within the advanced address processing window
1. Incoming Address:
This window shows the address that is incoming from the data file.
2. Selected Address:
This window shows the address highlighted in the existing addresses window below.
3. Existing Addresses:
This window shows all address records that currently exist on the specific constituent’s record at the time of import.
*This form shows the new address data in the top left. Existing addresses are listed in the grid below along with the Address Similarity Score.
4. Constituent Record View Link:
Click on the link in the upper left hand corner to open the Raider’s Edge constituent record. You may make any edits and save the record. Hold the CTRL key and click to open the constituent record in read-only mode. This is useful if others will need read-write access to the record while you have it open.
5. For New Addresses - Type:
Select the address type for the imported address. This field will default to the value in the file (if mapped) or else to the value from the Defaults screen.
6. Make Preferred:
Select this option if the imported address should become the preferred address. The selection will default to the value in the file (if mapped); if not mapped it will default to selected.
If you do not wish to import the address information, click the Ignore button to ignore the new address information. Phone and email addresses will still be processed, adding to the preferred address if they do not already exist on another address.
Click once on the address you wish to update with the imported data and then click the Update Selected button.
9. Add New Address:
Click Add as Is to add the imported address information as a new address record for the constituent.
10. Add with Edits:
Click Add with Edits to pre-load an address form with the new data. From here you can review the data and make any desired changes, such as adding a data source or deselecting “Send mail to this Address” before the new address is saved.
11. Go Faster
During an import you may decide to adjust the address processing options. Click on the Go Faster button to access those settings on the fly.
12. Choose Columns
Click the Choose Columns button to access column configuration and select which columns to display during import.
To add a column, highlight it in the Available Columns pane and double-click or click the right arrow to move it to the Selected Columns pane.
To remove a column, highlight it in the Selected Columns pane and double-click or click the left arrow to move it back to the Available Columns pane.
To change the sequence of columns, highlight it in the Selected Columns pane and click the up or down arrow to move it within the list.
You can multi-select columns to add/remove or move up/down. To multi-select:
- To select specific columns, hold the CTRL key while clicking on each column
- To select all columns in a range, click on the first column in the range and hold the SHIFT key while clicking on the last column in the range
- To select all columns, click on any column and press CTRL-A
If you do not wish to view columns that do not have any data in the file or on the record, check Hide empty columns. To view columns, even if there is no data in the import file or on the record, uncheck Hide empty columns
To restore the default column selections and order, click Restore Defaults.
***To Open an Existing Address Record:
Double-click any listed address within its respective row to open an address record for viewing or editing.
Press the ALT key to enable hotkey shortcuts!
ALT+U Update Selected
ALT+A Add as Is
ALT+E Add with Edits