Shelby v5.11
Change an Address
Before you make an address change, please make
sure you have all information you need to enter the
address change.
•You wi...
• In the membership
module, search for
the member’s name.
• Double click on the
name.
Click on “Addresses”
Highlight the Main/Home
address (or the address
that is changing) by
clicking on it once.
Click on “T...
Enter the new address. It is
important to enter the address
in the correct way. We use the
guidelines put out by the Posta...
The “Demographics”
screen is used to
change the mail status
on a record.
• If the address is
deliverable, the mail
status ...
The “Additional
Comments” can be used
to enter information
regarding returned mail
or no mail requested.
In the first line...
Click “save and close”
to save the changes.
NOTES:
•Do not use punctuation in an address
•If mail is returned without a forwarding address, do not remove
the address ...
NOTES:
•Do not use punctuation in an address
•If mail is returned without a forwarding address, do not remove
the address ...
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Tutorial - Change of Address

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How to enter a change of address in the Community of Christ Shelby database.

Published in: Spiritual
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Tutorial - Change of Address

  1. 1. Shelby v5.11 Change an Address
  2. 2. 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) •Is the address change for the entire family. Note: If mail is returned without a forwarding address, do not remove the address from Shelby. The address should only be made undeliverable.
  3. 3. • In the membership module, search for the member’s name. • Double click on the name.
  4. 4. Click on “Addresses” Highlight the Main/Home address (or the address that is changing) by clicking on it once. Click on “Tools” Choose “Archive Address
  5. 5. 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. • Address line 1—this is where you enter the street address. For example: 1234 Main St Apt 3 (no commas, periods or all caps) • 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.”
  6. 6. The “Demographics” 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.
  7. 7. The “Additional Comments” can be used to enter information regarding returned mail or no mail requested. In the first line of the comments section, enter the date and a brief note. For example: •mail returned 8/29/11 •forwarding order expired 8/29/11 •no mail requested 8/29/11
  8. 8. Click “save and close” to save the changes.
  9. 9. 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 US Postal Service Guidelines. •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 can be used to enter information regarding returned mail or no mail requested.
  10. 10. 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 US Postal Service Guidelines. •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 can be used to enter information regarding returned mail or no mail requested.
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