The Household Address Transfer program allows you to do three (3) things:
- Create new SAAddress Records from existing households based on the HH Address Fields to Use selections.
- Link existing households to SAAddress records based on exact matches between the household's address and the selections made in the HH Address Fields to Use field.
- Do both: create new SAAddress Records and link them to the appropriate households.
This program provides a method to create and link valid Address Codes to existing household that have been in your database for years or for households that were added in bulk via an import program.
From the bottom of the screen…
Click Process to run the Address Transfer. You will be notified with the process completes.
Click Schedule to have this process run at regular intervals. You will continue to the Schedule Generator screen.
Click Close to return to Address Management. Refresh the Address Management DataGrid to see your changes, if necessary.
HHAddressTransfer_Tab1
Run Option (HHAddressTransfer_RunOption)
Expand the Drop-down list to select the Run Option.
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Create Address - This option will create a new Address record for the household(s) selected. The Record Code created is dependent upon the selection(s) in the HH Address Fields to Use field.
For Example: The HH Address Fields to Use field is set to include City State and Zip." The household address found is "12 Market Place Essex Jct VT 05452." When the system creates a new Address Code the Record Code will be Essex Jct VT 05452 which is the "Unique" value for that table.
Whether an existing Address Code record if found is skipped or updated is dependent upon your selection in the Duplicate Option field. -
Link HH Only - This option will create a link between an existing Address Code record and any existing household in your database that has the same address.
For Example: The HH Address Fields to Use field is set to include "City State and Zip." When this program is run the system finds an Address in Household Management and converts it to a Record Code using the address's City State and Zip as the Record Code. The system will then find a SAAddress record based off that "RecordCode and if it finds one, it will link that Household to that code. So using the example above, any household found using Essex Jct VT 05452" in the address would be linked to the Essex Jct VT 05452 Address Management Record Code. - Create and Link Address - This option does both.
HH Address Fields To Use? (HHAddressTransfer_FieldsToUse)
Click the Combo Box icon to select the Fields you wish to use when creating Address Record Codes and/or when updating SAAddress records.
This field not only determines what address fields will be used to transfer; more importantly it is used to create the Record Code" or unique value for the SAAddress or Linking of the SAAddress.
For Example: The HH Address Fields to Use field is set to include "City State and Zip." The household address found is "12 Market Place Essex Jct VT 05452."
- If using the Create Address option: when the system creates a new Address Code the Record Code will be Essex Jct VT 05452 which is the "Unique" value for that table.
- If using the Link option: when this program is run the system finds an Address in Household Management and converts it to a Record Code using the address's City State and Zip as the Record Code. The system will then find a SAAddress record based off that "RecordCode and if it finds one, it will link that Household to that code. So any household found using Essex Jct VT 05452" in the address would be linked to the Essex Jct VT 05452 Address Management Record Code.
Transfer Addresses For All Households? (HHAddressTransfer_AllHouseholds)
Select this option to run the process for all households in your database.
De-select this option to run the process for a single household only.
THEN
Click the Picklist icon in the Selected Household field and select the household for which you wish to run the Household Address Transfer program.
Note: This program can be run for ALL households or a SINGLE household only. There are no other options at this time.
Selected Household (HHAddressTransfer_Household)
This option is applicable only if the Transfer Addresses for All Houses option is NOT selected.
Click the Picklist icon in the Selected Householdfield and select the household for which you wish to run the Household Address Transfer program.Note: This program can be run for ALL households or a SINGLE household only. There are no other options at this time.
Zipcode Option (HHAddressTransfer_ZipOption)
Expand the Drop-down list to select your Zip Code Option. This field determines what the Zip Code value will be, either when creating a new Address RecordCode OR when creating the SAAddress record.
- Load Main Zip Only (1st 5 Char) - This option uses the first five characters of the Zip Code only. For Example: 05452
- Load Full Zip (Full Zip Value) - This option uses all data in the Zip Code. For Example: 05452-0012
Duplicate Option (HHAddressTransfer_DupeOption)
Expand the Drop-down list to select your Duplicate Option. This field determines what happens in the event a duplicate record is found.
- Update - Duplicate records will be updated.
- Skip - Duplicate records will be skipped.
Note: Household address information is NOT updated automatically as a result of running this program. This option will NOT result in the update of any information on a household. This option determines only whether an existing Address Code will be updated or whether it will be skipped.
Address information for a household is maintained and updated Household Update.