Tutorial:Using SmartMover for Excel - Revision history

Admin at 21:02, 22 December 2016

2016-12-22T21:02:45Z

← Older revision		Revision as of 21:02, 22 December 2016
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	===Purchase Info Window===		===Purchase Info Window===
	Next is the Purchase Info window.		Next is the Purchase Info window.
	#Enter your '''~~Customer Id~~''' that was provided to you by your Customer Representative.		#Enter your '''License Key''' that was provided to you by your Customer Representative.
	#Enter the '''Number of Records''' you will process.		#Enter the '''Number of Records''' you will process.
	#Click '''Next'''.		#Click '''Next'''.

Admin at 17:15, 16 July 2012

2012-07-16T17:15:23Z

← Older revision		Revision as of 17:15, 16 July 2012
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	[[Category:Tutorial]]		[[Category:Tutorial]]
	[[Category:~~Tutorial~~:SmartMover for Excel]]		[[Category:Tutorials:SmartMover for Excel]]
	[[Category:SmartMover for Excel]]		[[Category:SmartMover for Excel]]

Admin at 17:07, 16 July 2012

2012-07-16T17:07:51Z

← Older revision		Revision as of 17:07, 16 July 2012
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	[[Category:Tutorial]]		[[Category:Tutorial]]
			[[Category:Tutorial:SmartMover for Excel]]
	[[Category:SmartMover for Excel]]		[[Category:SmartMover for Excel]]

Admin: /* Fields */

2012-07-14T00:25:45Z

Fields

← Older revision		Revision as of 00:25, 14 July 2012
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	====Fields====		====Fields====
	The following fields are available to be added to your database: [[Mail Score (SmartMover for Excel)\|Mail Score]], [[Return Code (SmartMover for Excel)\|Return Code]], [[Move Type (SmartMover for Excel)\|Move Type]], [[Move Date (SmartMover for Excel)\|Move Date]], [[Address Error (SmartMover for Excel)\|Address Error]], [[Delivery Point (SmartMover for Excel)\|Delivery Point]], [[CRRT (SmartMover for Excel)\|CRRT]], [[LACS (SmartMover for Excel)\|LACS]], [[PMB (SmartMover for Excel)\|PMB]], and [[Urbanization (SmartMover for Excel)\|Urbanization]].		The following fields are available to be added to your database: [[Plus4 (SmartMover for Excel)\|Plus4]], [[Mail Score (SmartMover for Excel)\|Mail Score]], [[Return Code (SmartMover for Excel)\|Return Code]], [[Move Type (SmartMover for Excel)\|Move Type]], [[Move Date (SmartMover for Excel)\|Move Date]], [[Address Error (SmartMover for Excel)\|Address Error]], [[Delivery Point (SmartMover for Excel)\|Delivery Point]], [[CRRT (SmartMover for Excel)\|CRRT]], [[LACS (SmartMover for Excel)\|LACS]], [[PMB (SmartMover for Excel)\|PMB]], and [[Urbanization (SmartMover for Excel)\|Urbanization]].

Admin at 00:24, 14 July 2012

2012-07-14T00:24:24Z

← Older revision		Revision as of 00:24, 14 July 2012
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	The following fields are available to be added to your database: [[Mail Score (SmartMover for Excel)\|Mail Score]], [[Return Code (SmartMover for Excel)\|Return Code]], [[Move Type (SmartMover for Excel)\|Move Type]], [[Move Date (SmartMover for Excel)\|Move Date]], [[Address Error (SmartMover for Excel)\|Address Error]], [[Delivery Point (SmartMover for Excel)\|Delivery Point]], [[CRRT (SmartMover for Excel)\|CRRT]], [[LACS (SmartMover for Excel)\|LACS]], [[PMB (SmartMover for Excel)\|PMB]], and [[Urbanization (SmartMover for Excel)\|Urbanization]].		The following fields are available to be added to your database: [[Mail Score (SmartMover for Excel)\|Mail Score]], [[Return Code (SmartMover for Excel)\|Return Code]], [[Move Type (SmartMover for Excel)\|Move Type]], [[Move Date (SmartMover for Excel)\|Move Date]], [[Address Error (SmartMover for Excel)\|Address Error]], [[Delivery Point (SmartMover for Excel)\|Delivery Point]], [[CRRT (SmartMover for Excel)\|CRRT]], [[LACS (SmartMover for Excel)\|LACS]], [[PMB (SmartMover for Excel)\|PMB]], and [[Urbanization (SmartMover for Excel)\|Urbanization]].

	~~====Mail Score====~~
	~~A scoring system that scores addresses on their mailability. See Mail Score Codes for a more in-depth explanation.~~
	~~====Return Code====~~
	~~Returns codes detailing NCOALink records. See Return Codes for more information.~~
	~~====Move Type====~~
	~~Returns codes detailing the type of move that occured. See Move Type Codes for more information.~~
	~~====Move Date====~~
	~~The date when the occupants of the address moved.~~
	~~====Address Error====~~
	~~Returns codes detailing errors with the address field. See Address Error Codes for more information.~~
	~~====Delivery Point====~~
	~~A single mailbox at which mail is delivered. Each address may have multiple delivery points. This is a specific set of digits between 00 and 99 assigned to every address served by the USPS.~~
	~~====CRRT====~~
	~~Carrier Route Number. A grouping of households served by an individual mail carrier within a five-digit zip code area.~~
	~~====LACS====~~
	~~Locatable Address Conversion System. This USPS database helps with updating mailling lists when addresses have been converted by local authorities.~~
	~~====PMB====~~
	~~Private Mail Box. Obtained through a Commercial Mail Receiving Agency (CMRA,) a private business that accepts mail from the USPS for others.~~
	~~====Urbanization====~~
	~~Commonly used in Puerto Rico. Denotes an area, sector or development.~~

	[[File:TUT_SmartMover_Excel_01-07.jpg\|546px]]		[[File:TUT_SmartMover_Excel_01-07.jpg\|546px]]

Admin at 23:35, 13 July 2012

2012-07-13T23:35:02Z

← Older revision		Revision as of 23:35, 13 July 2012
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	<li>Click '''Next'''.</li>		<li>Click '''Next'''.</li>
	</ol>		</ol>

			====Fields====
			The following fields are available to be added to your database: [[Mail Score (SmartMover for Excel)\|Mail Score]], [[Return Code (SmartMover for Excel)\|Return Code]], [[Move Type (SmartMover for Excel)\|Move Type]], [[Move Date (SmartMover for Excel)\|Move Date]], [[Address Error (SmartMover for Excel)\|Address Error]], [[Delivery Point (SmartMover for Excel)\|Delivery Point]], [[CRRT (SmartMover for Excel)\|CRRT]], [[LACS (SmartMover for Excel)\|LACS]], [[PMB (SmartMover for Excel)\|PMB]], and [[Urbanization (SmartMover for Excel)\|Urbanization]].

	====Mail Score====		====Mail Score====

Admin: /* Add Fields to Database Window */

2012-07-13T23:10:38Z

Add Fields to Database Window

← Older revision		Revision as of 23:10, 13 July 2012
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	===Add Fields to Database Window===		===Add Fields to Database Window===
	Next is the Add Fields to Database window.		Next is the Add Fields to Database window.
	#Select which '''fields''' you want to be appended to your database.		<ol>
			<li>Select which '''fields''' you want to be appended to your database.</li>
	*All are selected by default.		*All are selected by default.
	#Click '''Next'''.		<li>Click '''Next'''.</li>
			</ol>

	====Mail Score====		====Mail Score====
	A scoring system that scores addresses on their mailability. See Mail Score Codes for a more in-depth explanation.		A scoring system that scores addresses on their mailability. See Mail Score Codes for a more in-depth explanation.

Admin at 23:08, 13 July 2012

2012-07-13T23:08:55Z

← Older revision		Revision as of 23:08, 13 July 2012
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	#Click on the '''Add-Ins''' ribbon.		#Click on the '''Add-Ins''' ribbon.
	#Select '''SmartMover''' from the Add-In drop-down menu.		#Select '''SmartMover''' from the Add-In drop-down menu.

	[[File:TUT_SmartMover_Excel_01-02.jpg\|600px]]		[[File:TUT_SmartMover_Excel_01-02.jpg\|600px]]

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	After selecting SmartMover from the Add-In drop-down menu, the Welcome to SmartMover screen will display.		After selecting SmartMover from the Add-In drop-down menu, the Welcome to SmartMover screen will display.
	#Click '''Next'''.		#Click '''Next'''.

	[[File:TUT_SmartMover_Excel_01-03.jpg\|546px]]		[[File:TUT_SmartMover_Excel_01-03.jpg\|546px]]

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	#Enter the '''Number of Records''' you will process.		#Enter the '''Number of Records''' you will process.
	#Click '''Next'''.		#Click '''Next'''.

	[[File:TUT_SmartMover_Excel_01-04.jpg\|546px]]		[[File:TUT_SmartMover_Excel_01-04.jpg\|546px]]

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	#'''Enter''' your contact information.		#'''Enter''' your contact information.
	#Click '''Next'''.		#Click '''Next'''.

	[[File:TUT_SmartMover_Excel_01-05.jpg\|546px]]		[[File:TUT_SmartMover_Excel_01-05.jpg\|546px]]

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	<li>Click '''Next'''.</li>		<li>Click '''Next'''.</li>
	</ol>		</ol>

	[[File:TUT_SmartMover_Excel_01-06.jpg\|546px]]		[[File:TUT_SmartMover_Excel_01-06.jpg\|546px]]

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	#Select whether or not you want '''Address Standardization''' to be applied to your database.		#Select whether or not you want '''Address Standardization''' to be applied to your database.
	#Click '''Next''' to start the operation.		#Click '''Next''' to start the operation.

	[[File:TUT_SmartMover_Excel_01-08.jpg\|546px]]		[[File:TUT_SmartMover_Excel_01-08.jpg\|546px]]

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	====Mail Score====		====Mail Score====
	See Mail Score above.		See Mail Score above.

	[[File:TUT_SmartMover_Excel_01-09.jpg\|546px]]		[[File:TUT_SmartMover_Excel_01-09.jpg\|546px]]

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	A CASS Summary Report and a NCOALink Processing Summary Report will be generated in HTML format and saved to the same directory as your database. This is done automatically.		A CASS Summary Report and a NCOALink Processing Summary Report will be generated in HTML format and saved to the same directory as your database. This is done automatically.
	#Click '''Exit'''.		#Click '''Exit'''.

	[[File:TUT_SmartMover_Excel_01-10.jpg\|546px]]		[[File:TUT_SmartMover_Excel_01-10.jpg\|546px]]

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	#'''Save''' your updated database.		#'''Save''' your updated database.
	:'''If you wish to keep the old database as well, make sure you Save As...''' to specify a new file name and not overwrite your old database.		:'''If you wish to keep the old database as well, make sure you Save As...''' to specify a new file name and not overwrite your old database.

			[[Category:Tutorial]]
			[[Category:SmartMover for Excel]]

Admin: /* Urbanization */

2012-07-13T23:07:14Z

Urbanization

← Older revision		Revision as of 23:07, 13 July 2012
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	====Urbanization====		====Urbanization====
	Commonly used in Puerto Rico. Denotes an area, sector or development.		Commonly used in Puerto Rico. Denotes an area, sector or development.

	[[File:TUT_SmartMover_Excel_01-07.jpg\|546px]]		[[File:TUT_SmartMover_Excel_01-07.jpg\|546px]]


	===Update Options Window===		===Update Options Window===

Admin at 23:06, 13 July 2012

2012-07-13T23:06:29Z

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