addressfinder query

Carol R Drury

I am a new employee.  I've been given the task of using AddressFinder for Raiser's Edge 7.96.  I have found the information on how to import the results but not how to create a proper query and upload it.  Can anyone help me find the instructions?

Ryan Hyde

Jeanine Boeckl:

I am a new employee.  I've been given the task of using AddressFinder for Raiser's Edge 7.96.  I have found the information on how to import the results but not how to create a proper query and upload it.  Can anyone help me find the instructions?

Are you attempting just to clean up a whole bunch of addresses at once? If so, here's a brief how-to:


1.) Create your query that captures the people you want to fix

2.) Go to Data Health Center > Data Health Center (the tab in the top middle of the screen) > Validate Addresses (link in the middle right of the screen)

3.) Click the first "include" button and plug in your query

4.) Click "Update Now"


Depending on how many records you're updating, this could take a while.


If there are problems with any addresses, AddressAccelerator will skip those addresses entirely. You should visually inspect this group afterward by:


1.) Open up your query

2.) In the output tab grab the "Preferred Zip Code" field

3.) Click on Results

4.) Typically speaking, any address that has a 4 digit extension (01234-xxxx) is good, and any one that is missing that enxtesion (no hyphen, no additional 4 digits) needs to be inspected manually. Typically there's something weird with how the address data was formatted (like it says "apartment lower" instead of just "lower", that kind of thing), or there is a missing apartment number altogether, or the address is just bad and you'll need to do some research to see if you can find a valid address for that constituent.


Hope that helps.

Leslie Miller

Jeanine Boeckl:

I am a new employee.  I've been given the task of using AddressFinder for Raiser's Edge 7.96.  I have found the information on how to import the results but not how to create a proper query and upload it.  Can anyone help me find the instructions?

Hi Jeanine,


I use Article 40683 in the BB knowledgebase (How to submit data for an AddressFinder screening in the Data Health Center (includes video demo)) for this task. The video is very helpful. The query we have created is an Individual query and includes everyone with a Preferred Country of United States, Preferred Address type of Home, and because we have certain constituents we don't want included we also add Specific Record not one of and Constituency Description does not equal. I hope this helps!


Leslie

Joan Perry

Jeanine,

I have a folder I keep for running Address Finder and here are the knowledgebase articles I have in to help me. We run it quarterly on our whole database (over 200K records).

How to use AddressFinder - Article # 75724

What to consider before submitting data for AddressFInder - #43431

When is a query needed for AddressFinder - #42761

What changes can be made while waiting for completed screening - #42398

How to downlaod AF data from Data Health Center - #40687

How to run Updated Address report for ver 7.8X - #44177

Options to consider before perfomring AF update - #43454

How to update AF data - #44186

Options for saving old address - #43162 (and related #43442)

Update only NCOA changes means? - #39657

Howt o prevent duplicate addresses with AF - #49322

Options to add new certified address with AF - #43167


Hope this helps. Most articles contain links to additional resources you might need.