Listware for Excel:SmartMover:NCOA Options: Difference between revisions
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Listware allows you to select both services in one process. | Listware allows you to select both services in one process. | ||
;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. | ||
Revision as of 23:11, 16 September 2014
← Listware for Excel Reference
SmartMover NCOA Navigation | |||||||||
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← Check and Verify | |||||||||
Overview | |||||||||
Tutorial | |||||||||
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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.
- 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. This is useful if you want to process a list of recent 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.