User Support Forum

Hello,

We are using PC 11.55.

Under Membership, Integrated Data Entry, is it possible to search all members/families that have the same address or postal code? We're trying to clean up our records, and add family members into their family profile rather than creating new families.

We find that when we enter a postal code that is already in the database, it will autofill the postal code. However, it does not tell us which member or family currently is using the postal code. We tried to use Find, and Locate, but it only allows us to search for names and email addresses. Sometimes we are successful in finding a match, but there are instances where the last name is different or has changed, so it's difficult to find the family with the same address.

Thanks,
Cyrus

cyruscli wrote:Hello,

We are using PC 11.55.

Under Membership, Integrated Data Entry, is it possible to search all members/families that have the same address or postal code? We're trying to clean up our records, and add family members into their family profile rather than creating new families.

We find that when we enter a postal code that is already in the database, it will autofill the postal code. However, it does not tell us which member or family currently is using the postal code. We tried to use Find, and Locate, but it only allows us to search for names and email addresses. Sometimes we are successful in finding a match, but there are instances where the last name is different or has changed, so it's difficult to find the family with the same address.

Thanks,
Cyrus

In the Integrated Data Entry form, click on the LOCATE button. This will bring up the list of families entered in the Family Mailing List. You can then click on the CURRENT ADDRESS header, and the list will then sort on that street address. Unfortunately it does not have a sort on the ZIP code.

However, the Selected Records report in the Family Mailing List reports will allow you to select zip codes to pull from on the Selection Critera filter form. You can then refine the report by Mailing Category, you can also enter the last name to refine the selections. The sort options include street address.