Introduction
You may require an easy access to your donor and constituent addresses. CharityEngine provides an easy way to focus only on the addresses of contacts, so you don’t have to sift through every piece of information in a contact to find the addresses you need.
Prerequisite
No prerequisites required
Instructions: Search/Query Mailing Addresses
Step 1: Navigate to the People App > Organizations & People > Address
Step 2: The Addresses screen will look like the sample screen below. Use the basic filters to find an address you are looking for.
Step 3: Open the Advanced Filters to create a more detailed search within existing address records.
In the top right corner is a list of options.
Instructions: Adding a New Address
While you are able to add an address to an individual contact record, adding an address through this feature may be a helpful resource for your organization. This is a great feature for bulk entry of addresses that may be required.
Step 1: Navigate to the People App > Organizations & People > Addresses > Create New
Step 2: Assign the contact and add the available address information
Step 3: Click CREATE to secure your changes
Instructions: Accessing and leveraging the County of an address
CharityEngine will create and populate the contact's county information based upon the contact's zip code. While this is not an editable field, the field can be utilized for searching and reporting needs
Step 1: Navigating to the People App > Organizations & People > Address > use the filtering to locate your target contact
Step 2: Navigate to Edit in the top right corner or to the left to expose the address(es) and edit
Step 3: Click on Edit Unit Number or Other Details to expose the County field next to City. The field will be grayed out and uneditable. The zip code population will direct the county entry.
Step 4: To query on a single county, navigate to the Contacts App > Organizations & People > Address > Advanced Filter > County: Name > APPLY. This will return all individual addresses associated with the identified county (noting that there can be duplicate contact IDs/names via this search).
Note: County is also available via Advanced Search from the Contacts App > Organizations & People > Contacts > Advanced Filter > Address tab > County: Name > APPLY. This will return all individual contact IDs/names with one or more addresses associated with the identified county.
Step 5: To query on a set or series of counties, navigate to the Automation & Workflow App > General > Queries > Create New
Step 6: Choose Query Type Filter: Contacts Select: Contacts (or Addresses) > Continue
Step 7: Add data fields to SELECT section for those data elements you wish to identify. Add data fields to FILTER for those which you wish to filter. In this example we will filter for any county that either "Hamilton" or "Fairfax" using the Is One Of filtering options
Step 8: Select RUN to retrieve your data. SAVE or Export (using the 4-box icon next to Run)
Instructions: Creating a Mail Merge
Step 1:Navigating to the People App > Organizations & People > Address > use the filtering to locate your target audience
Step 2: Select More > Send Messages
Step 3: Select Delivery Method Letter > NEXT
Step 4: Load a message or create a new message and click the + sign next to Load Message > Click NEXT
Step 5: Click on PROCESS to create your bulk file.
Step 6: Click on here to download your letter file.
Step 7: Download your file for printing.
Instructions: Bulk Importing Addresses
Clicking Import Data will redirect you to the Data Jobs wizard in the Automation & Workflow section of CharityEngine. The “Import To” field box will automatically populate with the contact Addresses section.
For more instructions, please see the article on the Data Jobs wizard.
Step 1: Navigate to the Contacts App > Organizations & People > Addresses > More > Import Data
Step 2: You are initiating an import to the Addresses table. Click NEXT to proceed.
Step 3: Continue using the importer tool as you normally would and upload your file of addresses. Be sure that you include the contact id of the contact if they already exist to prevent duplicate records, otherwise be sure to include any relevant contact information for creation.
FAQs & Further Reading
Q. The county field is not populating. How do I correct this?
A. The address will require a postal code in order to pre-populate the county value. You can update individual records by accessing the Addresses panel or the Edit from the Address beneath the name. Select Enter Unit Number or Other Details to expose the option for USPS Update. Note: Fees apply for usage of this feature. If you require a bulk update to your contact address records, you can also leverage our Data Enrichment feature within the Automation & Workflow App (Type: Zip+4 Update (USPS)). Note: data rates apply. Learn more here for our data enrichment option.
