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Tutorial - Change of Address

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CommunicationsTeam

This tutorial provides instructions for changing an address in Shelby. You need the complete new address, including apartment number if applicable. Archive the previous address before entering the new one, following US Postal Service guidelines. Use the demographics screen to update the mail status as deliverable, undeliverable, or no mail. Document returned mail or preferences in the additional comments section.

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Shelby v5.11 Change an Address Left click once with the mouse will advance the slides This is a tutorial. For complete step-by-step instructions see the United States Recorder Handbook on the World Church website at http://www.cofchrist.org/recorders/stepbystep.asp To view the slide show, click on the slide show icon on your system tray (bottom of the screen).
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 members 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 1this is where you enter the street address. For example: 1234 Main St Apt 3 (no commas, periods or all caps) Address Line 2this 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.
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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Tutorial - Change of Address

  • 1. Shelby v5.11 Change an Address Left click once with the mouse will advance the slides This is a tutorial. For complete step-by-step instructions see the United States Recorder Handbook on the World Church website at http://www.cofchrist.org/recorders/stepbystep.asp To view the slide show, click on the slide show icon on your system tray (bottom of the screen).
  • 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. In the membership module, search for the members name. Double click on the name.
  • 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. 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 1this is where you enter the street address. For example: 1234 Main St Apt 3 (no commas, periods or all caps) Address Line 2this 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. 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. 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. Click save and close to save the changes.
  • 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. 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.