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 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.

• 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 “Tools”

Choose “Archive Address

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.”

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.

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

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 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.