Listware for Excel:SmartMover:NCOA Options: Difference between revisions

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[[Listware for Excel:Reference|← Listware for Excel Reference]]
{{LWESmartMoverNav
 
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! style="text-align:left; color:black; border-bottom:1px solid #aaaaaa;"|'''SmartMover NCOA Navigation'''
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|style="border-bottom:1px solid #aaaaaa;"|[[Listware for Excel:Check and Verify|← Check and Verify]]
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|[[Listware for Excel:SmartMover|Overview]]
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|[[Listware for Excel:SmartMover Tutorial|Tutorial]]
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{| class="mw-collapsible" style="width:100%;"
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! style="color:black;"|Steps
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|[[Listware for Excel:SmartMover:Processing Range|Processing Range]]
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|[[Listware for Excel:SmartMover:NCOA Options|NCOA Options]]
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|[[Listware for Excel:SmartMover:Input Columns|Input Columns]]
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|[[Listware for Excel:SmartMover:Output Columns|Output Columns]]
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|[[Listware for Excel:SmartMover:Reporting|Reporting]]
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|[[Listware for Excel:SmartMover:Review Settings|Review Settings]]
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|[[Listware for Excel:SmartMover:Processing|Processing]]
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|[[Listware for Excel:SmartMover:Review Results|Review Results]]
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{| class="mw-collapsible mw-collapsed" style="width:100%;"
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! style="color:black;"|Result Codes
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|[[Returned Result Codes:Software#Listware for Excel|Returned Result Codes]]
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|[[Result Codes]]
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:*Each record successfully moved with a new address will consume 10 credits.
:*Each record successfully moved with a new address will consume 10 credits.


Listware allows you to select both services in one process.


Listware allows you to select both services in one process.
For more information on Melissa Data Credits, please see [https://www.melissa.com/pricing/listware Credit Costs].




===Processing Type===
;Processing Type
For US processing you can select the types of moves you want to detect.
For US processing you can select the types of moves you want to detect.


;Standard
:;Standard
:The service will detect and return all types of moves.
::The service will detect and return all types of moves.


;Individual Only
:;Individual Only
:All Individual parsed name parts will determine moves. Neither Business nor Surname only matches will be returned.
::All Individual parsed name parts will determine moves. Neither Business nor Surname only matches will be returned.


;Individual & Business
:;Individual & Business
:Matches on Individual or Business but not Family moves.
::Matches on Individual or Business but not Family moves.


;Business Only
:;Business Only
:Matches on Company name.
::Matches on Company name.


;Residential
:;Residential
:Family (surname) & Individual (parsed name parts) match, but no Business moves.
::Family (surname) & Individual (parsed name parts) match, but no Business moves.




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;Months Requested
;Months Requested
:Request the number of months you wish the service search back for moves. This is useful if you want to process a list of recent moves.
:Request the number of months you wish the service search back for moves.
:*The acceptable range is 6-48 (months).
:*The acceptable range is 6-48 (months).


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;Credit Usage
;Credit Usage
:Displays the estimated credit usage of your data cleansing process.
:Displays the estimated credit usage of your data cleansing process.
For more information on Melissa Data Credits, please see [https://www.melissa.com/pricing/listware Credit Costs].




[[Category:Listware for Excel]]
[[Category:Listware for Excel]]

Latest revision as of 23:47, 26 December 2019

← Listware for Excel Reference

SmartMover NCOA Navigation
← US & Canada
Overview
Tutorial
PAF
Steps
Processing Range
NCOA Options
Input Columns
Output Columns
Reporting
Review Settings
Processing
Result Codes



Select the Change of Address service you would like to perform.

The following change of address services are available:

US NCOALink
Selecting this service will identify moves in the US.
  • Each record checked will cost 1 credit.
  • Each record successfully moved with a new address will consume 10 credits.
Canada Post NCOA
Selecting this service will identify moves in Canada.
  • Each record checked will cost 1 credit.
  • Each record successfully moved with a new address will consume 10 credits.

Listware allows you to select both services in one process.

For more information on Melissa Data Credits, please see Credit Costs.


Processing Type

For US processing you can select the types of moves you want to detect.

Standard
The service will detect and return all types of moves.
Individual Only
All Individual parsed name parts will determine moves. Neither Business nor Surname only matches will be returned.
Individual & Business
Matches on Individual or Business but not Family moves.
Business Only
Matches on Company name.
Residential
Family (surname) & Individual (parsed name parts) match, but no Business moves.


Mailing Frequency
The number of times per year this list will be mailed to. This will appear on the NCOA Summary report.
  • The acceptable range is 1-52 (weeks).
Months Requested
Request the number of months you wish the service search back for moves.
  • The acceptable range is 6-48 (months).
List Name
How you want the name of the List to appear on the NCOA form
Credit Balance
Displays your credit balance.
Credit Usage
Displays the estimated credit usage of your data cleansing process.


For more information on Melissa Data Credits, please see Credit Costs.