Adding an AddressAdding an AddressTo avoid adding duplicate addresses, Always use Find first. If you cannot find an address then add it. A warning should display if an address already exists.

To add an address, follow the procedure below:Step 1. Click on the Address icon

Step 2Step 2Step 2. Enter information in the fields of the Address tab. (Tab through the whole section typing information where needed.)Then Click Okay

Step 3Step 3After the address has been accepted, it will appear in the Name and After the address has been accepted, it will appear in the Name and Address section.Address section.

Additional InformationAdditional Information

You can enter delivery directions for this address tab by clicking on the You can enter delivery directions for this address tab by clicking on the DIRECTIONSDIRECTIONS button in the Options box. Addresses may require these button in the Options box. Addresses may require these special directions (such as “third house on the left”) if the address is not special directions (such as “third house on the left”) if the address is not easily found. Delivery directions will print on bundle tops if you are also easily found. Delivery directions will print on bundle tops if you are also keying a complaint, start, stop, move, etc…. If you are not keying another keying a complaint, start, stop, move, etc…. If you are not keying another transaction for the next day, you must send a message to the carrier stating transaction for the next day, you must send a message to the carrier stating the new delivery instructions. Be sure to print this message to the Bundle the new delivery instructions. Be sure to print this message to the Bundle Top & DM Report. In addition, delivery directions display during the Top & DM Report. In addition, delivery directions display during the dispatching process, but this does not mean you have to dispatch the dispatching process, but this does not mean you have to dispatch the message. message.

The The CLEANSE ADDRESSCLEANSE ADDRESS box should box should alwaysalways be checked, PostalSoft’s be checked, PostalSoft’s Address Correction and Encoding software (ACE) would compare the Address Correction and Encoding software (ACE) would compare the address to postal directories and attempt to find a match. A window will address to postal directories and attempt to find a match. A window will open listing the address you originally entered and the official address or open listing the address you originally entered and the official address or address range matched by ACE. This “working address” will typically address range matched by ACE. This “working address” will typically contain additional information, such as the ZIP + 4 and PO number. contain additional information, such as the ZIP + 4 and PO number. – YouYou should always accept the working addressshould always accept the working address..

Continued InformationContinued InformationYou can also view complaints associated with the address and view the You can also view complaints associated with the address and view the route linked to the address. Usually, when an address is added, a route is route linked to the address. Usually, when an address is added, a route is assigned to the address by the router. However, sometimes the router may assigned to the address by the router. However, sometimes the router may not be able to assign a route, this would be a Does Not Route (DNR).not be able to assign a route, this would be a Does Not Route (DNR).

When an address includes a box number on a rural or contract route, you When an address includes a box number on a rural or contract route, you can enter the box number in the UNIT fields; as an example, for Rural Route can enter the box number in the UNIT fields; as an example, for Rural Route 2 Box 59A: enter “RR 2” in STREET NAME, “Box” in UNIT TYPE and “59A” 2 Box 59A: enter “RR 2” in STREET NAME, “Box” in UNIT TYPE and “59A” in UNIT. Post office boxes, general delivery, county roads and/or state in UNIT. Post office boxes, general delivery, county roads and/or state roads should be entered in STREET NAME; for example, for a Post Office roads should be entered in STREET NAME; for example, for a Post Office Box 29 address, you would enter “PO Box 29” in STREET NAME and not in Box 29 address, you would enter “PO Box 29” in STREET NAME and not in the UNIT fields.the UNIT fields.

The United States and Canada are divided into census tracts for census-The United States and Canada are divided into census tracts for census-taking purposes. Each tract is divided into blocks. Each block may contain taking purposes. Each tract is divided into blocks. Each block may contain one or more households. Each household is given both a tract and block ID.one or more households. Each household is given both a tract and block ID.

Example—Adding an AddressExample—Adding an Address

Suppose a customer calls and wants to begin a subscription. You use Suppose a customer calls and wants to begin a subscription. You use FIND FIND and enter the and enter the customer’s street address as the search criteria. If the customers address is not in the database customer’s street address as the search criteria. If the customers address is not in the database (you use (you use FIND FIND again to make sure). The address will need to be added to the database. To add again to make sure). The address will need to be added to the database. To add the new address, you click on the the new address, you click on the ADDRESSADDRESS icon and enter the following information in the icon and enter the following information in the address fields:address fields:

Customer (Nancy Jones) now lives in a house at 8324 Adams St. You enter this information in Customer (Nancy Jones) now lives in a house at 8324 Adams St. You enter this information in the HOUSE #, STREET NAME, TYPE, and UNIT NUMBER fields, respectively. the HOUSE #, STREET NAME, TYPE, and UNIT NUMBER fields, respectively.

– In ZIP, you will enter the 5 digit ZIP Code (91945) for the address.In ZIP, you will enter the 5 digit ZIP Code (91945) for the address.– In county you enter “San Diego”. This should default.In county you enter “San Diego”. This should default.– You enter the city name (Lemon Grove), the state (CA), and country (US). All should default from the ZIP You enter the city name (Lemon Grove), the state (CA), and country (US). All should default from the ZIP

CODE.CODE.– There is no dual address, building or complex.There is no dual address, building or complex.– Use the default for ROUTE ACCESSIBLE, MAIL ACCESSIBLE, SPECIAL ADDRESS, & CLEANSE Use the default for ROUTE ACCESSIBLE, MAIL ACCESSIBLE, SPECIAL ADDRESS, & CLEANSE

ADDRESS.ADDRESS.– PO ROUTE is left blank. ACE will supply this.PO ROUTE is left blank. ACE will supply this.– Because this ZIP is inside the newspaper market area, a Town of 25 defaults. You leave the default of Because this ZIP is inside the newspaper market area, a Town of 25 defaults. You leave the default of

“Lemon Grove”. If the address were outside the newspaper market area, you would use “OTHER” in the “Lemon Grove”. If the address were outside the newspaper market area, you would use “OTHER” in the Town of 25. Other is used for all subscriptions outside of the market area.Town of 25. Other is used for all subscriptions outside of the market area.

– Nancy Jones occupies a house, so in DWELLING TYPE you keep the default “HOUSE” and in DWELLING Nancy Jones occupies a house, so in DWELLING TYPE you keep the default “HOUSE” and in DWELLING STATUS you keep the default (“OCCUPIED”). Leave the current date as the dwelling status date. After you STATUS you keep the default (“OCCUPIED”). Leave the current date as the dwelling status date. After you enter this information, you click enter this information, you click OKOK to enter the address into the database. ACE displays the address you to enter the address into the database. ACE displays the address you entered and its cleansed version - you accept the cleansed (working) address. Now you can add the entered and its cleansed version - you accept the cleansed (working) address. Now you can add the customers’ personal information by clicking the customers’ personal information by clicking the OCCUPANT OCCUPANT button and adding the occupant.button and adding the occupant.

Adding a Address Continued..Adding a Address Continued..

From time to time you will receive calls from customers who are not in the database From time to time you will receive calls from customers who are not in the database (you cannot locate them using (you cannot locate them using FINFINDD). When this happens you must add the occupant ). When this happens you must add the occupant to the address. See Table 3 for an explanation of each field. to the address. See Table 3 for an explanation of each field.

Adding a OccupantAdding a Occupant

To add an occupant, follow the procedure below:To add an occupant, follow the procedure below:

Adding a Occupant Part 2Adding a Occupant Part 2

Click on Occupants in Options Sub-WindowClick on Occupants in Options Sub-Window

Adding a Occupant Part 3Adding a Occupant Part 3

Click on Add Primary Occupant.Click on Add Primary Occupant.

Adding a Occupant Part 4Adding a Occupant Part 4

Enter the occupants’ name & phone numberEnter the occupants’ name & phone number

Adding a Occupant Part 5Adding a Occupant Part 5Click “OK” and the Occupants Name & Phone Number will be attached to the Click “OK” and the Occupants Name & Phone Number will be attached to the Address.Address.

Modifying Occupant InformationModifying Occupant InformationClick on the Occupant TabClick on the Occupant Tab– Then Click Modify in the Options Sub WindowThen Click Modify in the Options Sub Window

Click on the Phone TabClick on the Phone Tab – Click on Add in lower left cornerClick on Add in lower left corner. .

Adding Additional Phone InfoAdding Additional Phone Info

Select the appropriate phone number type

Part 2Part 2

Tab from field to field entering appropriate Tab from field to field entering appropriate information. When finished click “OK”.information. When finished click “OK”.