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1. Priority Record Original O O Newest 4 CO Most Information O Least Information m O User Defined E Person O Address Household Order by GEEET use Soundex Exact Match Address match threshold Review Duplicates Backup Duplicates Enable 7 e Select either the Basic method or the User Defined tab to detect duplicates See these individual topics for full instructions on each 107 SmartAddresser 5 TIP 108 Check the desired check boxes in Show Duplicates window as explained below Review Duplicates Displays an independent Duplicate Records database on screen for you to review after duplicate detection is completed See Reviewing Duplicates for more information Backup Duplicates Creates a SmartAddresser 5 Database in the same directory as your main database that will store the duplicate records The file name will include the name of your main database the date and the time that the Duplicate Records file was created You cannot update the main database from the back up Duplicate Records file If you do not check Review Duplicates the main database is updated automatically when you press Start When you check Review Duplicates you must update the main database from the toolbar icon during the review process All Records If you have a selection of records on the screen prior to choosing Show Duplicates from the Select menu the
2. ee 219 Index E 70 80 Input Address 93 101 103 Input File 9 40 42 44 46 51 53 Select ER ER etes 9 51 Selecting ien coos tete 40 Input File Data 9 40 42 46 49 53 Field List 40 53 Input Output eee 219 Insert eee eoe ENE EDE ED de 42 66 70 Insert Before Value 75 Instructional Video 205 Integer sissies Es esse sae seke 70 113 Integrity vide EE EN Ee be ed see ed 93 Interact 3 se ges eed 89 103 International Business Machines 111 ed ER ER 111 Internet Access Rae ee 32 Introduction 5 194 Properties Window 194 Introductory Tutorial 9 Invalid City Name CA 00000 219 Invalid Street 219 Irregular Parcels 3 EE RIA TE NE 219 cR 82 J J Highrise ees 219 K Keyboard Shortcuts 38 L Bo ir AE RE EE RE 219 LIHHIL EA 191 5 184 SR ne THE 191 AA IE N AE RE 191 Label iieri 3 9 40 51 al ld 3 Label Designer Builder 3 Label Format Files 49 Opening 49 238 Label Format Setup window 40 51 Label Format window 49 Label Template
3. 53 See Packing 68 86 database during 89 DATE eege ee enun 70 107 213 Record req 213 Date Time eere eere 114 DateTimie ie ivers teer rennes 70 dbe ds ee 33 40 49 50 87 NAMES se ER EE RR EE ss 50 eel etre ret coe Ee 33 50 DBF File eie ce eire nete 50 Opening EE enne 50 IN le 3 123 COLe SSOS soes be Ee Sege ES 219 COGING ER Ge GREG Ee GE eg 219 RE ER OE Er 3 123 Multiple Drop Shipment 3 qualify de ec 123 DDU Chart erre 123 DDU Setup ee erro intero 123 DDU S eseu RS ET 123 DOG ire eege sde ee 70 Default 46 54 59 68 89 193 233 SmartAddresser 5 196 197 198 213 Create eee Seins 59 Display 198 Ke 59 Default Field Name 44 61 197 define 197 Default Folder 196 defining 46 107 197 Default Field Names 197 Fixed Length Text file 46 Priority osse Ee ee 107 Delete 42 54 68 70 86 87 88 89 93 191 Export Map eere 54 Import Map 42 UE 86 Recalling ees sees Re 86 Reversing ss EE Ee 88 Delete All button 190 191 Delete button 42 44 54 70 111 PRESS sini iore ede ni ere ge el 70 Delete Matches 114 D
4. 3 Contact Department 213 contain Warning Codes 93 Container Minimum 9 123 Container Setup 9 123 Container Tags window 9 Cantel ehe ems 9 Containers eren eterne Ee dee or 3 Palletization et ete 3 Contains 3 9 46 53 54 93 113 213 ed RE AE EE OE 3 oi RE tees 9 53 Timer Calendar ee 3 Contains check 113 Contains Only 213 5 Digit Zip Code sesse 213 Co packaging 3 Fl tS RE E n loa Geh 3 COPY EE 38 66 69 207 213 eol nT eege ge dea dee ee 46 93 Validate cte 93 corresponding ee 9 COUNT ege RE NE 57 89 213 Count Matches 114 Count Matches check 114 County Code ee 93 a toi e eive Ge 93 County Name 93 213 VUE 93 COUNTYNM eere nn 93 213 COUNTYNO eee 93 213 Create 3 35 39 40 59 62 69 80 93 119 193 194 196 213 Backup eege eege edu ene 62 default seed 59 EOXPrO E 40 E 39 New Database iese ee 39 Step by Step eeeseeseeee 3 Kl gel 119 Create New Database window 33 39 BEE EE EE N 33 Create New Settings button 9 eju
5. 38 Show Background records 38 Show Deliverable records 38 Show Drop down Menu 89 Show Duplicates 9 53 107 Show Duplicates button 107 Show Duplicates check 53 Show Duplicates window9 107 111 190 Show Marked records 38 SHOW Stats eric ener eter 93 Show Stats check 93 Showing Data 103 Since Smartaddresser 2020 9 EE 9 93 123 determine iese ee 123 Size Calculator 9 123 skipping reir Ses Nek gd 80 N de GEEN WEE net inns 80 Sort Criteria esses 59 Sort menu 9 59 61 92 123 SOrtatiON e eicere NEEN ese des 9 Sorting eere eter ee 59 70 default Re 59 Soundex eere 107 111 Soundex check 111 Southwest eee 93 200 Mee n dede at sts 93 200 LIGUE AE N AT 3 Special menuS9 75 77 78 84 85 92 93 101 103 200 Special gt Optimize Database 9 SOL Server sissies ese en oe nno Ede de aeui 3 Inchuding esse ee 3 SQL Server Stored 3 ST iiti 9 53 84 93 101 200 213 KL EE 123 Standard Class 9 preparing ret ete 9 Standard Mail 9 123
6. 120 Search Editor 33 38 75 81 114 120 dT ME eet eege etna 81 Search Filter 33 114 buildings se es 114 SAVE SERE iie Een 114 searching 113 114 120 N mlric nennen ee ees 113 Second Phone Number 213 Secondary Name 93 200 213 Expands aetas iiaeie 93 200 Secondary Name Abbreviation 213 Sectional Center Facility 123 die EE EI 213 Select 9 40 46 51 54 59 64 66 75 77 78 80 82 85 89 93 107 113 114 120 123 193 194 196 198 Auto Close sees ee 93 Command Statement 64 Condition 114 120 Display Script window 198 Edit Pack Database 9 EMM Trays Only item 123 Format Option 78 Input File 9 40 51 Non Machinable 123 Priority cir toes 107 Structure 46 KEE 120 Selection 66 75 89 93 113 114 data becomes ee 89 Te EE 75 114 Selection Processes 36 Server Seti cue Priority ZIP ete E AOE A E Setting Name een 123 da OE 123 TYDS iore eee ees ee Ge De ee 123 ShifttDash eren eite 70 Shortcut Function 38 Show 9 33 36 38 53 57 75 77 81 89 93 103 107 111 114 190 193 219 USE tee e 81 Show All Records
7. 123 Button Descriptions 33 lte d eerte encor rio ex vede vanne 33 By Company 92 C CAI OE ER EA 9 89 207 Auto Field Maps 9 Headers xii eter 9 SmartSoft Sales Office 207 Calle Real ur iie 219 Cancel perearsti Ee dee ee 9 Container Tags WINdOW sssesssesses 9 Cancel button 9 Reports window eeees 9 Card View eene reir dees Seeds 62 Cl 9 109 111 Carrier Route 9 123 213 Carrier Route Mail Preparation 123 cl EE 109 111 Case Sensitive 114 CASS Ee ER ER ede EER 1 3 5 9 93 213 CASS Certification 3 213 during iiid ete erem erre ete rs 3 CASS Certified 3 93 114 fil amp ii i c adt mie 3 CASS certify during Validation 93 CASS Certifying records 9 CASS Detail Result Report 3 CASS EE deeg 205 Change of Address 205 offering ora ee bs 205 change of address records 205 changing 3 58 107 AKRA ee Ee Ee EG RR a 107 Eent A EE ED ee ee Nee oe RA ee 58 DresOrt uite Ee se cr ds 3 Changing Printing Fonts 58 Character Type 70 Check Boxes 54 68 69 93 Check Clear Marked
8. ee 3 Printer eege EE OE a 3 9 207 Printing eorr rente evene 3 9 Barcoded Tray Sack Tags 9 Mailing Pieces 9 REDOFES sek RE De ees Es ee ee RE ee 3 id EE EE EE 9 107 defirie eei 107 SeldEEL SE SEED dee 107 Seti ee N es 9 Priority Mail Presorting 3 Private Mailbox 219 Processed Through NCOA Link 213 processing esse ESE eee GEES unu 3 36 Scripture cest nga ste 3 Product i erret orien eee 5 product offers eeeeees 5 Nd eb D 9 Properties 9 194 196 197 198 200 203 Properties Window 3 9 39 190 194 196 203 Introduction 194 purchasing iore trei 205 NCOALINK ese 205 Q Q State siese BEE SR Es Seide eser Fave leg 219 qualify 5 roro eerte rero IE 123 DDU i ern REOS 123 Quantity reete cesta ES ees ese 82 DI EE EE EE 3 103 USPS Database 103 Quick Find sessies sessie de eds ee ee ig 113 Quincy Center MA 219 QUIItS EE EA TERE 38 R vA EE EE NE EA 219 LEIT UC 119 120 WIERI Ee ee ER Se deele 120 Radius Database 119 Radius window 119 RE 32 512MB se eoe ERI AIRES 32 Rapid Assist 207 CL E 9 D GSOFE a locate ore 9 Recall Deleted
9. 123 Presort Mail 9 123 Presort Mail button 123 Presort Parameters 3 123 Presort Periodical 3 Presort Setup eere 9 242 Presort Setup window 9 33 53 123 displayzsz RE SIS ete 33 53 presorted 3 9 123 nonautomation ccccceceeeeeeeeees 123 presorted file 3 presorted using eeee 3 Presorting 9 53 123 list53 METRE 9 123 presorts 3 9 123 213 dT ba inainasnnininani 123 TYDES iira aai eg ede 9 Press R n RE RE See Es see eye deed 64 Press Save eei eterne ti Ee iN ER eg 46 Press Tab eie 101 pressing 2 N RE 70 101 Ctrl Coen feeit eerte oe rone 101 Delete button 70 PROVIGW iis SE ostro ee EE 9 Print Barcode checkboxes 9 Print Barcode 9 123 enable eet esed rers 123 Print Barcodes Checkbox 123 Print button rere ine 9 Print dialog ees 33 Displays rrt iiias 33 Print Options Dialog 9 Print Presort Screen 9 Print Presort window 9 33 Displays ini EE RE ess 33 Labels button 9 Print Reports button 9 Print window
10. 54 63 68 69 77 80 85 93 120 193 194 196 203 213 SE EEN 120 nn e 58 Changing iese esse ee 58 Font dialog 33 Displays irn on ee De 33 FOO St sind ES 219 foo st PO Box 456 219 Format 46 54 63 78 85 89 93 191 193 194 200 Primer 78 93 200 ETE RE 191 PHONE RR AE EE 85 Format Dictionary 93 191 200 editing rnit tetro erre 191 Enable eese 93 200 Seg oh ueste tea aeree dt 200 Format Dictionary window 191 Format Option 78 Select ree uet nde 78 Format window 78 191 Formatted Data 191 Formatting records 78 FoxBase sesse ege e NET SR 70 FOXBASCH icsicccssvceesccgsessevatencseceseeases 70 FOXPTO 5 nr AE 40 107 CREATES eto EE 40 lu 107 Foxpro Expressions 59 Frenchboro ME 04635 219 FLOM TOissseccccsssacssssessssocsssvcnssvonsesenss 36 Functions e eere eee enne 33 38 G EI DE 3 geherate sde sesse see SERE EEN EE ERAN 9 Duplicate sesse RA iiis 9 geographically related ZIP 219 Getting Started Guide 1 dj c 32 cn 38 46 80 Record chis 38 80 WINAOWE vent ecce eee eren 80 BO back issie ede BE GEE ESE Ee 46 GO TO iier ee Eed dee 38
11. 3 5 64 207 Technical Support Options 207 Template 5 eret einen 9 The Early Warning System 219 The Parse City checkbox 9 These ZIPs eorr rere 219 Thickness egener etgegg eene gege 123 Eer EE SR EE d 123 Third Phone Number 213 This Location 40 Thomas Ave e eeeeee een 219 Time Zone ss d NEEN dee de 93 213 VIER 93 Timer Calendar 3 SmartAddresser 5 CONTAINS EES ES EE Es Se 3 TIMEZONE sesse dese See sede 93 213 Title EE EES Eg 9 193 213 To Record eror tran 5 80 toolbar 33 54 68 93 Validate Records button 93 Toolbar Buttons 57 RL EE 80 89 113 list80 Trade Show Ge tr Enn 77 TS 77 Travel Ee De iio va Ge 9 93 213 LING SES e EEN 9 93 Travel Information 93 ln 93 VAY mE 3 9 123 RE UE 123 Tray Calculator 123 True Type eoe erinnern rennen 9 DE 75 77 Trade SHOW ese esse ee 77 d GE 3 9 U dIE EE EE EE 219 US E 191 UNCHECKING sesse sees see ee ee 92 Undeliverable 89 93 103 undeliverable during 93 validatiON een esse esse ss ee ee ee 93 Undeliverable records 103 Under Saved Setting
12. 3 Labeling Lists 3 Labels button 9 Print Presort window 9 LACS oi EN 93 213 219 LACS Flag tee eee EI EN 93 LACS Indicator 213 LACSLINK 55 Ewe geoes ses SERE 219 E E 9 207 Laserjet E 9 LAST EE 9 53 54 59 61 109 Household Ouertes iss ese ese 9 Last Folder 196 LATITUDE ie oi sen ENG bee enean 93 Latitude Degrees 213 Launches Outlook Express 33 Least Information 107 Left Click ide 46 El EE nn nne 213 Length ees 46 54 93 123 Eriterau ee cher t nete 123 Letter iiie eee ter Res ea coco sd ee 9 93 Letter sized 5 inert 9 Library Mail 3 BI 207 License Agreement 209 Licensed NCOALink 205 Licensed NCOALink System 24 7 205 like 46 54 69 77 84 93 194 203 PafSe ek ee RR teaadte 84 Line EE 9 93 193 213 Travel ceteri erimus ate 9 93 Travel Information 93 linking errem 203 CD ROM ertet ette ores 203 USPS Database ss 203 list 5 9 35 38 46 51 53 54 68 69 77 80 89 93 113 194 196 198 213 218 Bottom re 80 Displays EE EE EA etes 35
13. 81 Check Digit 93 213 SmartAddresser 5 Check Enable 111 Check Recall 5 5 mere 68 Check Recall Deleted 68 check Review Duplicates 107 checkbox eee 53 123 checking ADDRESS2 93 checking Descending 107 CHKDG 5 ne es 93 213 Clear EE 78 Clear All 2 5 deg ONE 78 Clear Barcode Field 93 Clear Existing 93 Clear Existing CRRT 93 Clear Marked 36 114 Clear Marks feature 63 Clearing Marks 63 dIE AR diete oratore 63 93 BARCODE sscssccceesesssseseceeeees 93 CERRT SE enit ree ee 93 clicking 3 9 46 86 119 193 Create New Settings button 9 Delete Recall button 86 Disk b tton onbres 46 Name Parsing Dictionary Button 193 Save button 119 jo 3 pem TR 3 Clipboard 5 er 66 101 USO insere detener en ed d 101 Close unie 38 93 191 193 Validate sees ee ee 93 Close button 103 Close Window 114 Close Window check 114 ei eege M 213 COA EE M 3 205 Code cents 89 93 213 218 Coding
14. 197 RE RE rtiisese cii rissi takie 219 ED FT 3 196 Apartment eese 93 200 Po PS 93 200 VM edere seo rede aS 93 200 213 Apartment esses 93 200 Archives window 87 AREA Se 93 Area Code irr 93 213 fills rre reet 93 e E EE 213 Ascending RR es GR Ek deeg dee 59 EhOOSE nce eere ben cio 59 Ascending Descending Code 213 ie M 9 70 TEE 9 42 89 93 Field Name 42 Smartaddresser 2020 9 Attempted e dEr 89 Attributes creer tree 197 Auto Close 9 36 93 Ee i ote eres 93 Auto DDU Chart Creation 3 Auto Detect erre rere enr 203 includes 4 sa Eee 203 Auto Field Maps 9 194 called urere ries 9 edit nente iere 194 Imnatclies eo idees 9 refers Aun n o ed 9 EE 9 Auto Field Maps window 9 Auto Lookup ee eee 101 lee 197 BOE e ci ERR EE ES 44 Auto Map Field List window 44 Auto Map Field Name 44 Elle CT 44 Auto Map list 44 50 ln ET 50 Auto MapDS esse esse sesse ese ee 44 53 109 Auto R n sees es ee ees rd 36 107 Automatic Field Mapping 42 44 Automatically 36 46 54 93 Available 32 36 46 54 203 PIA EE 9 Ave
15. 33 Create New Database window 33 Default erede RE IE 198 Export Setup window 33 Font dialog sssssses 33 Import Setup window 33 list35 Open dialog esesssss 33 Open List window 198 Open Setup window 35 Open Create window 198 Optimize Database window 33 Output Elei 40 Presort Setup window 33 53 Print dialo ee 33 Print Presort window 33 Validate es 33 53 Display Field Names 197 Display Main Menu 198 Display Script window 198 Select 1 25 gebe as 198 distributes eeeeeeeeee eene 9 ZIP git ee eter rk hile 9 Don t Modify Input Address 93 200 Donut E 119 Dot Matrix cccccccccsssessssssssseceeeeeee 207 Double sisie oes co eoe GE Ed Gee 70 213 DP E 93 213 DR See ee EK ER RE EE EE Ed Ewe 93 213 E 213 dpvnotes veces sa Ee Ek ee se Ge ee se 213 DR EE ER EE EE 213 Drop Shipment Forms 3 Drop Shipments 3 123 Consolidated Forms 3 performing eise esse ee 123 Drop Shipping 123 ilem m 3 123 Duplicate 5 9 66 68 69 107 194 generate Eie ss Ee ELE Ek ie 9 Duplicate Detect 35 Dupli
16. With SmartAddresser 5 open close the Open Create Screen if it appears as well as any active files Click on Special gt Script The Scripts Window will appear For more information on the Script Window and button descriptions see Introduction to Scripting amp Scripts 0 AAJA m Oe Script List Created 06 25 2007 08 01 01 Modified 06 26 2007 14 10 37 Script Description 177 SmartAddresser 5 With the Scripts Window open click the Create button A new script will be created in the Script List window which you can then click on and rename as desired For the purposes of this tutorial we ll rename it Tutorial Press Enter on your keyboard when finished renaming and the script will have the new name showing in the highlighted bar as shown below oz X hi5 vi Script List Give your scripts appropriate names that make sense to you By default it Al uses a date time stamp naming convention but rename it to something that will remind you of what the process does A client that requires a consistent process be used every time is a perfect example of how scripting can save you time Create a script rename it to your client s name and run it whenever their jobs come in Once you ve renamed your script it will still be highlighted in the Scripts window Click the Edit button to open up the script editor as shown below 178 Properties amp Script Editor Tutorial a open oaas
17. e Click Validate LOOKING UP ADDRESSES The Lookup feature allows you to type an address and then displays detailed information about the address The address does not need to be in your database and 101 SmartAddresser 5 the Lookup feature will not add or update the information in the database Use the Lookup feature when you need to lookup a specific address and need to know if it is correct or need specific information about a given address Follow the steps below to use the Lookup window e From the Special menu choose Lookup The Lookup window will appear e Type the address information into the Input Address text boxes e Press Tab or Enter after each entry If the Auto Lookup box is checked the corrected information along with the barcode will display in the Address Label text Box automatically after you have left the city st zip text box All detail about the address will be displayed for your review in the window as shown below 102 Duplicate Detection amp Lookup 1 Enter Input Address Address Label Datatech SmartSoft ech SmartSoft 5290 OVERPASS RD STE 132 Urbanization fs SANTA BARBARA CA 93111 2048 931112048326 Address 5290 Overpass Rd Ste 132 City St ZIP Santa Barbara CA 93111 Losin et v too 3 Review Output Urbanization EE NE EE LOT Number Address FPS Code Barcode Congress DPBC Digits LacsFiag ReeTyeel Carrier Route ErrorsiVarnings Time Zone Area Code
18. eres 1 5 219 Accuracy Support System 1 5 kl 219 comma delimited 9 Comma Delimited Text File 9 Opening eren eren 9 Command button 64 Command Groups 3 Command Set 64 RUN ESE ett dee e 64 EE 64 Command Statement Syntax 64 Command Statements 64 232 Select certet rere 64 Command Window 3 33 64 Displays iota tociens eere etos 33 Commands eere 3 64 Folders ree tede 5 3 ELCHE 64 Ur 64 Comma Separated 9 Comma Separated Text file 9 Common Auto Maps 44 Company Name 93 213 company address 109 Component eee 54 93 Missing ee ee 93 Compress Backup 68 Conditions 114 120 Select caet 114 120 Congressional District 93 213 Congressional District Code 93 213 Conjunction eese 114 CHOOSE 1 5 nce ee Ek es Ee 114 enam 203 connect establish 194 nul 3 Consider iecit rer oni Pe RR cess 59 5 Digit ZIP ee ee ee ee ee 59 Consistent Window Formats 36 54 85 Consolidated Forms 3 Drop Shipments
19. 35 See Creatlng o eere 35 New button 44 64 93 123 193 Name Parsing Dictionary window193 New Database 39 69 Creating eise esse esse ese ee iniaiaiai 39 New Features sesse sees EE enne 3 New Household Name Merge 3 VITARNT E 40 ef dT EE tarai 40 New Output File 9 40 Se VE 9 e ULT 40 New Presort Options 3 New Record eee 38 62 Add SEA a 38 Newest il ENEE ENEE 9 107 NEWFIEED 5 siese ges N eor 70 Next Processes sesse RE 36 Next Record button 46 nonautomation 123 presorted ertet 123 Non deliverable 93 shooting 93 Non Machinable 123 Selecting rere 123 non subscribers 213 Within Radius esee 120 Nth Number eene 80 82 Nth Select eere 82 Nth Selecting records 82 number 46 64 80 85 93 113 213 E UE 64 Numeric cscccesccccesecenee 70 113 213 searching tern 113 EE AA E EEEE 3 213 O Open button 39 40 51 87 111 Open Current Database Folder 3 Open Database 38 50 Open dialog9 33 40 46 49 50 51 114 Displays eee teen 33 Open Folde
20. From this window you will be able to create and modify existing scripts copy script files set up a watch folder and edit the script text more on that in the Advanced Scripting section and more Here are descriptions for all buttons on the window Create Script The Create Script button allows you to create a new script from scratch and add events as desired Run Script The Run Script button allows you to run a selected script that has been previously created and saved G Edit Script P Clicking this button will bring up the Script Editor window which allows the creation of new script events or alteration of existing events c7 Delete Script X 175 SmartAddresser 5 Deletes the currently selected script Ns i 4 176 View Script Text The View Script Text button will open up the actual script text file in a text editor allowing advanced users to manually modify the syntax Setup Watch Folder Setting up a Watch Folder is an advanced feature in the scripting engine covered in the Watch Folders section It allows you to set a specified folder to drag and drop files to and automatically have SmartAddresser 5 5 0 run a previously created script using the watch folder criteria Script Timer The Script Timer is another advanced feature used in conjunction with the Watch Folder Use this feature to set predetermined start and stop times for selected scripts when using the Watch Folder Copy Scrip
21. LI GE Once you have the correct street name you do not have to locate the correct address Simply click Update because the input street number will be used If TIP the matching address range is found the record will code automatically 106 DUPLICATE DETECTION OVERVIEW The SmartAddresser 5 Show Duplicates window offers Basic duplicate detection and User Defined duplicate detection The Basic duplicate detection process finds duplicates by matching specific predefined fields in the database The User Defined duplicate detection feature allows you to control the method of duplicate detection Either way SmartAddresser s patented duplicate detection algorithm offers advanced features for you to choose from such as Soundex and Exact Match When duplicates are detected they are tagged for deletion and dimmed in List View Once detection is complete you can review each duplicate save them to disk to review later or permanently remove them from the list by Packing the Database LI We recommend that you Validate the records before Duplicate Detection If d your list is Validated before Duplicate Detection the address will be TIP standardized providing more accurate detection e From the Select menu choose Show Duplicates or click the Show Duplicates button from the main toolbar The Show Duplicates window will appear fas Show Duplicates S Cancel Mail one piece of mail to each
22. Open a File Gef Open a database from the list box L1 Prepare database for mailing Database Database Path Demofile dbf c program files datatech smartaddresser 2020 5 0 demo demofil i r Create a New File CA Create a new database based on EA Select a database Create a new database e Select the desired radio button as described below Open a list for the first time Displays the Open Setup window that will guide you through converting a file For instructions on converting files see Opening a List Open a database from the list box Displays a list of all files that have been previously opened in SmartAddresser 5 so that you can select a file from the list that you would like to open Prepare database for mailing Check this box and the program will automatically guide you through the basic steps for preparing a mailing which are Optimize Validate Duplicate Detect and Presort 35 SmartAddresser 5 Creates a new database based on existing database Creates a new database based on the structure of an existing SmartAddresser 5 database See Creating a New Blank Database for more information Create a new database Creates a blank SmartAddresser 5 database with predetermined typical fields See Creating a New Blank Database for more information e Click OK CONSISTENT WINDOW FORMATS Many of the SmartAddresser 5 features include the same radio buttons and check boxes to
23. Ste to Ste Don t Modify Input Address Protects the input address from any modification that may be necessary to code the address Abbreviate Address Abbreviates the address length to the number of characters that you specify The address length must be between 25 and 40 characters Abbreviate City Uses the abbreviated city names in the USPS Database that are 13 characters in length Use Preferred City Name Uses the USPS Database city name instead of an alternative to the city name that you have in your database For example it would use Los Angeles rather than West Hollywood because West Hollywood is not a city that the USPS recognizes in the USPS Database When you check this box a warning will appear that explains the action If your ST field is two characters wide the program will automatically abbreviate the state when validating individual records If your ST field is between three and 29 characters wide the program will automatically punctuate the state If your ST field is 30 or more characters wide the program will automatically expand the state to the full state name Enable the Format Dictionary if desired See the Format Dictionary topic for more information Select Format as Mixed Case if desired This feature will format the ADDRESS and CITY fields If you would like to format other fields see Formatting the Data Properties e Click OK USPS LINKS PROPERTIES TAB The USPS Links Properties
24. gt 1 Select the Input File Comma Separated Text Format c program files datatechismartaddresser 2020 5 0 demo demofile csv gt 2 Save the New Output File to this Location c program files datatechismartaddresser 2020 5 0 demo demofile dbt gt 3 Assign the Field Names Field List Input File Data 4 b DD Recordi Fieldi _ Use Header mm Rates First addr BE hong cistzp Optimize Validate Find Dups Presort The file that we are opening contains a Header Record In this case manual field mapping is not necessary because the field names appear in the first record in the file This is called a Header Record When you have a Header Record in your file that matches the Auto Field Maps table you can simply check the Use Header check box and the field names in the first record are used as the SmartAddresser 5 field names for the database Click the Use Header checkbox on the right side of the window One of the key features available within the scripting environment that you Al won t find through manual use of the software is the Auto checkbox While in the script editor you ll be able to check the box which TIP allows the script to run the event s automatically If you want an event to run without any interaction from the user check the Auto checkbox If you wish to have the script pause briefly and wait for input from the user leave the box unchecked In this tutorial we ll set each event up to run aut
25. h Maximum Postal Discounts UI niti TR SmartAddresser 5 Table Of Contents Welcome to SmartAddresser 51 esses nennen nennen nennen nnne 1 What s new in SmartAddresser bi 3 Getting Started ii ER GE RO EE EG De EG GEE Ge EG De E 5 I prttodttetlOt een EI oe eren EE ete PR TOP RD POTATO DP ER Ga bedi ands 5 Installation Instructions ees ee ee ee ee ee a ee ee ee RA Re ee 6 Introductory Tutorial 2 rr ree het RE oge eeh las ne GREG Rb EORR ene Dl ie 9 SmartAddresser 5 System Requirements ss ee ER EE Ee ee ee 32 Learning the Basics oce eh ner eege ee RETE D Geek Ee se Te ee 33 SmartAddresser 5 Toolbar and Button Descriptions ccccceeeseceeessssssseeeeeeseessaaees 33 Using the Open Create window cccccssccessccssscessecessecessecessecesseceseecesseceasecsatecsateesaees 35 Consistent Window Format 36 Keyboard Shortcuts within SmartAddresser be 38 Importing Exporting and Converting Files eeesseeeeeeeeeeeeeen nennen 39 Creating a New Database iese ee Re ee ee aiaa Eai ee ee 39 Opening a New List is ESE ER de tee e rer ert re ce et enee Ee a aa ee Ven oe es ye ee oe 40 Mapping the Fields 2 A E Re e n e ad Secs Daten iad eer ANE 42 Automati Held Mapping is ree E ER ee eR Roger tre gro Er Ire RU idu 44 Opening Fixed Length Text Formats ccccccccsssssccccecssssssseeeeceseeesseeeeseeeseesssseeeeeeseeenes 46 Opening Eabel Format Files sissies err
26. ABE ABRAHAM ABIGAIL GAIL ABRAM ABRAHAM ADA ADELAIDE ADALBERT ALBERT ADELAIDE ADELAIDE Close e To add anew A K A click on New and type the Name and A K A Name into the new record e To delete an existing A K A click the entry and click the delete button x e To modify an existing entry highlight the entry and type the modification e Todelete all of the existing A K A Dictionary entries click the Delete All button 190 Properties FORMAT DICTIONARY SmartAddresser 5 is distributed with an empty User Defined Format Dictionary because it is impossible for SmartAddresser 5 to know how you will want to format your data You can use the Format Dictionary to correct poor data entry For instance at data entry the country could be typed in a few different ways like U S A and US and United States With the Format Dictionary you can choose the format that you like the best and build a cross reference Follow the steps below to add items to the Format Dictionary e n the Format window or Validate Records window click on the User Defined Dictionary button EI The Format Dictionary window will appear amp Format Dictionary Original Formatted Condition e Click New e Type in the Original entry and press Tab e Type in the desired Formatted text Le e To Delete all existing Formats click the Delete All button x e When you ve finished editing the Format Dictionary click Close The Format D
27. Character Character Logical Character Character Character Character 10 20 20 20 10 15 2 30 50 Original Zip Field Data Before Validation First Phone Number Second Phone Number Third Phone Number Address Post Direction S NW etc Address Pre Direction W SE etc Primary Address Number Salutation Address Secondary Number APT STE etc State Abbreviation Record Validation Status Street Name Subscriber Status for Periodical Mailers Address Suffix DR AVE BLVD etc Time Zone Contact Title Address Type 217 SmartAddresser 5 urban Character 25 Urbanization walkseq_ Character 6 Sequence Number for Walk Sequence Lists website Character 30 Web Site Address D Character 1 Field Used to Mark a Record in SmartAddresser 5 zip Character 10 Contains the Entire ZIP 4 After CASS Certifying when valid zip4 Character 4 Contains Only the 4 Code zip5 Character 5 Contains Only the 5 Digit Zip Code Fields in bold are required field names Widths marked with a double asterisk are required widths ADDRESS TYPES Below is a list of codes and their descriptions that appear in the type field after validation Code Description G General Delivery Record H High Rise Record 218 P PO Box Record R Rural Route Record S Street Record ERROR AND WARNING CODES This is a complete list of errors and warning codes that could be attached to
28. Contains the Date the Record was Processed Through NCOA Link Finance Number First Name Group Code 1 Group Code 2 Group Code 3 Group Code 4 215 SmartAddresser 5 key_ lacs_ last latitude_ leftout_ longitude_ lot_ matchflag middle mod_date movedate_ movetype nxi_ oaddress ocity ocompany ostate 216 Character Character Character Character Character Character Character Character Character Date Character Character Character Character Character Character Character 30 30 20 50 30 50 Presort Package Group LACS Indicator Last Name Latitude Degrees Address Information Not Used Longitude Degrees Line of Travel Number Move Status Applied During NCOA Link Processing Middle Name Date Modified Date of Move Filed with USPS Move Type Returned During NCOA Link Processing Status Code Returned During NCOA Link Processing Original Address Field Data Before Validation Original City Field Data Before Validation Original Company Field Data Before Validation Original St Field Data Before Validation ozipcode phone1 phone2 phone3 post pre primary sal SECH St status street subscribe suffix timezone title type Character Character Character Character Character Character Character Character Character Character
29. and select the file named demofile csv Click OK The file name and path will appear in the open setup screen and the program will note that the file has been determined to be a comma separated text file You can save the new database to another location on your computer in step 2 save the new output file to this location For the purposes of this tutorial we ll leave the path set to default which will create the new SmartAddresser 5 database in the same folder as the input file We re now ready for the next step in the importing process field mapping 13 SmartAddresser 5 Open Setup Jalgi Fieldi i AAS llaaaressa ress Once the input file has been assigned and the output file location has been specified you must assign the SmartAddresser 5 field names to your data This is called mapping the fields The field list the default field names that SmartAddresser 5 recognizes and uses will be displayed on the left hand side of the open setup window while the two columns in the input file data section display your input file s contents The file that we are opening contains a Header Record In this case manual field mapping is not necessary because the field names appear in the first record in the file This is called a Header Record When you have a Header Record in your file that matches the Auto Field Maps table you can simply check the Use Header check box and the field names in the first record are used as shown
30. leftovers that must be discarded i e 123 foo st PO Box 456 primary range errors i e 123 4 foo st gt 1234 foo st 5 The street was identified as an alias but was out of the range restricted for that alias 4179 W Church St Pine Plains NY 12567 NOTE The USPS indicates that some aliases apply only to a certain part of the base street In the above example the alias is limited to the range The AccuMail browse feature does not currently indicate if the alias has a restricted range and it shows the entire base street including those ranges which are legal for the alias 6 No street address was given This occurs if the input street is blank AND a match cannot be made by swapping the firm or alternate street fields with the street field 7 There are no street name matches in the given ZIP code or in any geographically related ZIP code 123 Invalid Street Santa Barbara CA 93101 8 The street may contain superfluous components which cannot be discarded with confidence 123 Anacapa St Unrecognized Extra Stuff Santa Barbara CA 93101 9 The house number could not be matched 12345 Anacapa St Santa Barbara CA 93101 10 The best match was made to a ZIPMOVE record but was not an exact match 2 Middle Ave Cumberland Foreside ME 04110 11 A ZIPMOVE match was made but no exact match could be found in the new ZIP 620 River Dell Rd 223 SmartAddresser 5 Breezewood PA 15533 12 The Early Warning System indicates t
31. select the Printable Page option LEFT MARGIN Left Margin The Left Margin spinner allows you to adjust the margin on the left side of the entire sheet PRINT ORDER Print Order The Print Order selection in the Page Setup window displays a graphic button demonstrating the order that the labels will print in When using multiple columns the first button will print the labels down in each column before moving to the next Using the second option will print the labels across in rows prior to moving down to the next row Click OK to return to the Label or Report Designer or click the Page Setup button to access the next window in the Page Setup process You ll be presented with the next Page Setup window 155 SmartAddresser 5 Page Setup Paper Size Source Automatically Select Orientation Margins finches Portrait Landscape This area of the Page Setup allows you to modify the available paper sizes as well as the source from the currently selected printer driver To change the printer driver that the current template will print to click on the Printer button and select the new printer X After making changes to the printer associated with your label template you z will need to save the Printer Environment To do this go to the Report menu within the Label Designer window and click on Printer Environment TIP When you re finished modifying the band heights and the Page Setup
32. you can click OK on any Page Setup windows to return to the Label Designer and either continue adjusting the content or close and save the template 156 Printing CREATING A TITLE OR SUMMARY BAND Creating a Title or Summary band within the Label or Report Designer allows you to create custom content that will print once per print job at the beginning for a Title band or at the end for a Summary band Below are instructions for creating custom Title and Summary bands These instructions will pertain to modifications you can make while in the Label or Report Designer exclusively for instructions on entering the designers see Editing Label and Report Templates While in the Label or Report Designer click on the Report menu and then select Optional Bands The Optional Bands window will appear as shown Optional Bands x Report title C Title band Report summary C Summary band Details 1 Details Check the desired options Descriptions are provided below Title Band Options Title Band Creates a Title band in the Label or Report that prints once per print job New Page Issues a page eject command to the printer after the title is printed Summary Band Options Summary Band Creates a Summary band in the label or report that prints once per print job New Page Issues a page eject command before the summary is printed The Page Header and Page Footer options are unused 157 SmartAddresser 5 Cl
33. 3 MUJER 70 Menus 54 57 89 93 113 193 merge purge eeeeee eene 1 5 MI EE EE rea 123 Metro Pallets 3 Michael rre 9 Mike er Pr ek ornare awa 9 Microsoft iss Ese eds nent 32 Microsoft Mouse ee 32 Microsoft Windows 98 ME NT 4 0 2000 XP Vista 32 Microsoft FoxPro 64 Windows 64 MIDDLE eee eee eren roro 9 53 Middle Ave 219 IERE EE EE ait iaeei aan 9 Michael sesde eo ek ses ee 9 Ie EA GE 93 Missing EE EO 93 219 Component 93 S EE 219 SmartAddresser 5 Missing Fields window 50 84 E BE 93 upper dlower eee 93 Mixed Formats 78 Mixed Case eee 200 MLOCR Flats eeee eee 3 MLOCR Letters see aas 3 TERE 123 MM Tray Calculator window 9 MM Trays s orent reo o ran arn rn 123 MM Trays Only 123 mod date e 213 modify 9 54 194 197 213 Save Databases sesse see 9 Table Design 197 Most Direct Imprint 123 Most Information 107 Most Label Format 49 Move Status Applied During NCOA Link Processing usteet eege Ne 213
34. All Records check box will be available for you to check If you are already showing all of the records prior to choosing Show Duplicates from the Select menu the All Records check box will be dimmed Auto Run Auto Run is for Scripting and will only be available if you are running a script The A K A Dictionary Enable The A K A Dictionary includes common match code references that aid in duplicate detection For example Bob matched with Robert For instructions on adding or changing the A K A Dictionary see A K A Dictionary Select the Priority Record that you want to keep after duplicate detection as described below Duplicate Detection Original Keeps the original oldest record in the list The program determines this from the record number Newest Keeps the newest record in the list The program determines this from the record number Most Information Keeps the record with the most information The program determines this by adding up the total characters in all the fields in the database combined Least Information Keeps the record with the least information The program determines this by adding up the total characters in all of the fields in the database combined User Defined Allows you to enter a FoxPro expression to define the Priority record For example if you would like to keep the record that has an account number in your field named ACCT your expression would be empty acct See Com
35. By default the program will use the entire field for matching You can choose to Start in the middle of the field and Stop at the end or choose to only match the first five characters Click the Add button to start building the Match Code Repeat the above steps for each field that you would like to include in the User Defined Match Code To delete a line from the Match Code click the Delete button To save the Match Code that you created click the Disk button To open an existing Match Code click the Open button BASIC SEARCHING SmartAddresser 5 s Quick Find feature will find data in specified fields in real time It appears at the top of the List View just beneath the tool bar with a drop down menu for Look In and a text box for Find You can search from left to right and the program starts looking for the data as soon as you start typing in the Find text box If you check the Contains box then the program will look for records that have specific data anywhere within a field amp Demofile A C or Ens FA ERSZCH KKK EE a Look in Address zl Fine 10 Contains EA EB EE show arRecoras vw C Disable Cc Company Address Foot Store 100 Olive Ave Burbar Alex Aaron 1000 W 2nd Street Alturas Terrys Towels Inc 1000 Crag View Dr Dunsm Snake Skin Eyeglasses Inc 100 W Broadway Ste 150 Glende Sow And Reap Shoe Service 100 S Main Street Alturas First amp dvantage Mortgage 100 N M
36. CA 93101 W Secondary unit designator corrected 924 Anacapa St Apt 2X Santa Barbara CA 93101 227 SmartAddresser 5 X Firm corrected Snt Barbara Winery 202 Anacapa St Santa Barbara CA 93101 Y Street swapped with firm Z Street swapped with alternate O Dual address changed to PO BOX 123 XYZ St Box 456 Santa Barbara CA 93102 1 Dual address street match 123 Anacapa St PO Box 456 Santa Barbara CA 93101 2 Input city is not preferred but is acceptable 4800 Calle Real Goleta CA 93111 3 Street standardized 123 Anacapa Street Santa Barbara CA 93101 NOTE this code is a catch all for many types of corrections made to the street field 4 Unit not verified 123 Anacapa Street Apt 1 Santa Barbara CA 93101 5 Leftovers found PO Box 123 Extra Stuff Here Santa Barbara CA 93102 228 6 ZIPMOVE match 2 Garden Drive Litchfield NH 03052 ZIPMOVE IMPLEMENTATION ZIPMove data identifies address records that may have undergone a change in finance number and shows old side and new side address detail to assist in making a correct address match AccuMail now includes the ZipMove data provided by the United States Post Office when coding ddresses LOCATABLE ADDRESS CONVERSION SERVICE LACS IMPLEMENTATION The Locatable Address Conversion System LACS provides mailers an automated method of obtaining new addresses in areas in which new 9 1 1 emergency systems have been implemented This type of address conversion us
37. Consistent Window Formats e Indicate how many duplicates that you would like to create in the Duplicate each record times text box e If you would like to create a new database of the duplicate records check the Create a new database of the duplicates check box e Click Duplicate EDITING THE TABLE STRUCTURE OF A DATABASE In the Table Designer you can insert and delete fields or change the name type or width of the fields in your list Field names can be up to 10 characters in width A field name should begin with a letter a z and not contain any spaces or punctuation except for an underscore character i e Shift Dash See SmartAddresser 5 Field Descriptions for a list of common SmartAddresser 5 field names and information on required fields Follow the steps below to Edit the Table Design e From the Edit menu choose Fields 70 Duplicate Detection The Table Designer dialog box will appear Table Designer demofile dbf Fields Indexes Table Width Decimal Index NULL Display Format Character Character Input mask Caption Character Character Field validation Character Rule Character Character Character Message Default value Character Map field type to classes Character Character Character Display class Character Display library Autolncrement Character Mext Value Character Field comment To Insert a new field e Position the cur
38. Database that are 13 characters in length Punctuate Pre direction Punctuates the address Pre direction For example W to W 97 SmartAddresser 5 Suffix Punctuates the address Suffix For example Ave to Ave Post Direction Punctuates the address Post Direction For example N to N Secondary Name Punctuates the address Secondary Name For example Ste to Ste State Punctuates the State For Example CA to CA Standardize Company Name Uses the Company Name that is stored in the USPS Database Use Preferred City Name Uses the USPS Database city name instead of an alternative to the city name that you have in your database For example it would use Los Angeles rather than West Hollywood because West Hollywood is not a city that the USPS recognizes in the USPS Database When you check this box a warning will appear that explains the action Output Check Boxes 98 Line of Travel Information Creates a field named LOT and fills the field with the Line of Travel information Check this box only if you plan to presort the database for a non automation or flat size mailing Parsed Address Fields Parses the address components and fills them into the appropriate fields For example STREET PRE SUFFIX etc See SmartAddresser 5 Field Descriptions for more information on the fields that will be created County Code FIPS Creates a field named COUNTYNO and fills the Coun
39. Displays the Default background color 199 SmartAddresser 5 None Displays a gray scale background color Skin Displays the background skin that you select from the pop up Color Displays the background color that you select e f you are using the scripting feature and you would like the script window to appear when the program opens select the Display Script window radio button e Ifyou would like a specific script to run click the Run Highlighted Scripts check box and select the script that you want to run The ability to run multiple scripts upon startup will be added in a future update e Ifyou would like to be prompted before the script runs click the Prompt before running scripts check box VALIDATE PROPERTIES TAB The Validate Properties are for establishing your settings when validating individual addresses When you click on an address in your database and from the Special menu choose Validate this Record or press Ctrl L on your keyboard your address output will be determined by the settings that you choose in Validate Properties When you are validating in batch mode the output is dependent on the settings that you choose in the Validate Records window The Validate Properties only control individual address coding In Validate Properties you can choose to expand the address components punctuate the address components or stop any modification to the input address You can also abbreviate the address or c
40. EE 93 FILTER E 3 Recent Database lit sesse sesse 3 Finance Number 93 213 fills AR eines ig 93 FINANCENO eeee 93 213 Find EE 5 77 93 113 194 Find DUps eere reno reso 53 FIPS e S 93 213 firewall S isisisi ncini iseiti niiske 207 lm 103 FIRST 3 9 44 53 54 75 84 109 ParSiNE EE eere eroe eene e d e 84 Person Queries 9 dl del RE EE 123 First Class Mail 123 First Phone Number 213 FIRST NAMEE eere eene nn 44 Ser d Claes En 205 Fixed Length 46 Fixed Length File Setup window 46 Fixed Length File Structure 46 Fixed Length Setup window 40 46 51 Fixed Length Structure 46 e ULT 46 Fixed Length Text 40 46 51 Fixed Length Text file 46 definlng e a Reis 46 Fixed Length Text file importing 46 Fixed Length Text Formats 46 OPENING e ike eles xxn 46 EL AN CC 123 AF OE Ee ON 3 93 Co packaging cccccessseceeeeeseeeeee 3 lost see EE EE 70 ju BEE 46 Folder Properties window 196 Folders 3 9 46 54 194 196 Commande 3 Folders Properties 196 Folders Properties Tab 196 Folders TAB sies assesseer si ee boots 3 Follow
41. EUER iv L a L a A E L d d L a A e L el d DATATECH SMARTSOFT ajo des ute RUM Check the desired boxes for Integrity Personalize and Output settings as listed below Address Integrity Check Boxes Don t Modify Input Address Protects the input address from any modification that may be necessary to code the address Preserve Original Company Creates a field in the database named OCOMPANY that stores the original company data after Validation Preserve Original Address Creates a field in the database named OADDRESS that stores the original address data after Validation Preserve Original City Creates a field in the database named OCITY that stores the original city data after validation 95 SmartAddresser 5 96 Preserve Original State Creates a field in the database named OSTATE that stores the original state data after validation Preserve Original Zip Creates a field in the database named OZIPCODE that stores the original ZIP code data after validation Exceptions List Allows you to enter warning codes for records that you do not want SmartAddresser 5 to correct Thus taking exception to the algorithm that the program will use to correct the record Be aware that you will receive fewer validated records because the warning codes will restrict the coding process Delete Record If Missing Component Tags any record for deletion that has a blank ADDRESS fi
42. Existing Presort for instructions To print labels in Presort Order from the Print Presort window click Labels To print labels in List View Order from the File menu choose Print while in the List View The Print Settings window will appear 134 Printing D ES S Print Settings EE Format l Lasenriter s 62 lbx D I o L L 2 2 s JA Crestview Square Ases Building Frank Exterminating Co Cominiques Boutique Wie our In the Print Settings window select the desired Output Format The Disk File option will create an Output File that can be used to print the addresses in another program See Creating a Disk File for more information The Label Format option will allow you to print the addresses directly from the SmartAddresser 5 program per the Print Settings that you set up in the Print Settings window Select the printer model or type from the Printer pull down menu This printer pull down only determines the type of barcode being sent to your printer not the specific printer model If your printer is capable of printing a standard true type font for a barcode you can simply choose Laserjet as shown in the above image Select a Label Template from the Template pull down menu There are many templates to choose from and each is designed for specific printer types and models or existing Avery Label equivalent numbers If you wish to Edit Copy or Rename an existing Label
43. K A Dictionary to allow for common matches like Bob to Robert or IBM to International Business Machines Follow the steps below to use User Defined Duplicate Detection e Click on the User Defined tab in the Show Duplicates window The User Defined Match Code Setup window will appear fas Show Duplicates Cancel Matchcode Setup gt 1 Select a field that you want to use as part of the custom Matchcode Priority Record use Soundex Use A K A Dictionary Original O Newest gt 2 What range of characters do you want to use to evaluate Most Information Set ao Entire Field O Least Information User Defined gt 3 Click the Add button to start building the Matchcode D se C Order by GEEET Review Duplicates Backup Duplicates Enable 111 SmartAddresser 5 112 Select a field that you want to use as part of the custom Match Code All of the fields in your database will be available in the pop up If you want to use Soundex when checking this field for a match check the Soundex check box Soundex will locate matches based on a unique algorithm and will compare data that sounds similar such as Carrie and Cary Check Enable by the A K A Dictionary if desired Determine the range of characters within the field that you would like to use as a match and adjust the Start and Stop positions as desired The program will report the percentage of the field being considered
44. Mark The Mark window will appear 81 SmartAddresser 5 kk N ie Fr e Click on the desired radio button that will best determine your scope for marking records For information on scope radio buttons see Consistent Window Formats e Check the Include Deleted check box if you want to include records that are tagged for deletion e Check Clear Marked to clear all previously Marked records in the list if desired e Click Mark The Marked records will be red in the list and an X will appear in the field named X NTH SELECT The Nth Select feature creates a selection of records from your database based on an Nth Number Percentage or Quantity You could use the Nth Select feature when you want to prepare a test mailing so you can mail to part of the main list instead of the entire list Using Nth Select for creating sample test mailing lists is a great money saver It s a good idea to sort your list in ZIP code order then select 1096 of the whole list making a test mailing list Follow the steps below to use the Nth Select feature e From the Select menu choose Nth Select 82 Duplicate Detection The Nth Select window will appear amp Nth Select iod EE Iert 2 50 1555 1 1 e Wie er e Select the appropriate radio button as described below Nth Number Selects every Nth number per the number that you enter For example if you enter 4 then the program will select every fourth recor
45. New List for further instructions Ei se You can use the Undo button to go back to the previous field in the Fixed Length G Setup window You can also click the Next Record button to move to the next record in your list to help determine the field Lengths TIP Saving the Fixed Length Structure You can save the Fixed Length Structure to use when you import Fixed Length Text files with the exact same structure We recommend that you use this feature to save yourself time with future imports e After you have setup your Fixed Length File Structure Click the Disk button at the bottom of the Fixed Length Setup window A Save As dialog box will appear In the Save As dialog box the file name will appear under Save Map As The file name will have an fmp extension By default the map will save 48 Duplicate Detection using the file name that you are importing However if you would like to use a different name for your map highlight the file name and change it Do not browse to a new location the Field Maps folder will be selected automatically e Dress Save e The next time you import a file with the same format select the Structure from Field Definitions o You can use the Undo button to go back to the previous field in the Fixed Length r Setup window You can also click the Next Record button to move to the next record in your list to help determine the field Lengths TIP OPENING LABEL FORMAT FILES Mo
46. Print Container Tag Summary Report checkbox The Tag Summary report is a single line listing of the tags that will actually print including container guantity totals Check the Print Container Tags check box The Container Tags are reguired by the USPS for each tray or sack that is submitted for mailing From the Source pull down menu select Cut Sheet if you are printing to a laser printer or select Continuous if you are printing to a dot matrix printer 138 Printing If you re printing the container tags on plain paper and require guide lines to be printed for cutting check the Plain Paper box If you do not require guides to be printed do not check the box From the Container Type pop up select Trays for letter size mailings and Sacks for flat size mailings For First Class flat size mailings select Trays For printing Barcoded container tags leave the Print non Barcoded Tags box unchecked For non automation mailings that require non barcoded container tags check the box Click Print The Container Tag Summary Report will print first followed by the Container Tags You will be prompted to switch paper stock before the Container Tags print You also have several other options available on the Container Tags window They are noted below Preview Checking the preview box and clicking the Print button will show you the preview pane without actually sending any data to the default printer This will allow you to v
47. Standard Mail 205 Standardize Company Name 93 Start uns 9 46 80 107 111 113 AUST oen eir desea eredi 111 Ch056 teret rrr ota 111 Startup EE ER EE TA 194 Startup Properties 198 Startup Properties Tab 198 Startup Properties window 198 Statement Possessing 3 STATUS re 9 89 93 123 Status Exactly Matches 114 ARE EA AR geed 93 200 213 T 93 200 Structure annees 46 80 194 Ee EE 46 Structure Changes Permanent 70 Subscriber Status 213 Periodical Mailers 213 KT TEE 203 Suffix eres 93 193 200 213 Expand Sin e niai 93 200 IDCM 93 200 Ste i d edet iet 93 200 Summary List eees 219 Warning eee 219 System Requirements 32 T T ZIP14 5 1 EE EE 219 Tabirini 9 64 70 191 194 196 203 Table Design 42 70 197 Edit iae 42 70 modify 197 Table Designer 42 50 70 197 ele EE 197 Table Designer dialog 70 Table Structure 70 eel dii RE OER RE 70 R ordering ort hee Sunes 70 Tag Summary Report 9 IF ORDER EA N 9 68 89 93 207 Tags window eere 9 Technical Support
48. The horizontal and vertical spinners adjust the size of the invisible alignment grid for the labels or reports Objects are automatically aligned to this grid if Snap to Grid is selected from the Format menu The maximum horizontal and vertical setting is 96 pixels increased from the 48 pixels that SmartAddresser 5 4 0 used To override the grid when repositioning or resizing an object press the CTRL key on your keyboard while dragging the object or resize handle You can also adjust the display measurements that the ruler uses while in the Label or Report Designer by selecting the desired measurement scale in the Ruler Scale pull down menu The available choices are None Inches Centimeters Pixels or System Default With a very low resolution 800x600 desktop resolution for example you O may need to lower the default values to get smoother grid behavior while TIP dragging objects Higher resolutions 1600x1200 1680x1050 widescreen for example will probably require a higher grid setting to have a visual effect while dragging or resizing Font Selecting Font from the Format menu will open the Font Dialog Box so that you may set the typeface style and size of the characters in a selected object The default font for all label and report lines is Arial Standard 8 point size 172 Printing Before changing the font size of a default label line you must select the Ad font By default the font line is blank when you adjust
49. a Save As dialog box will appear after you click Delete so you can choose the name and location for your backup file e Click Delete When you have finished deleting records or checking for duplicates the deleted records will still appear in the database but they will be dim and the record will be tagged with a black bar in the left column of the list view as shown below Cars And Shingles Truck Stop Post Office Box 501 Cond Casa Aibonito Post Office Box 3601 Hotel Traylor 301 S Main Street 5220 Bristol Pkwy Apt 211 Moon Beams And Dirt Inc 3559 Greenwood Avenue When you decide that you permanently want to remove all records that are tagged for deletion from the list you will Pack the Database See Packing the Database for further instructions DUPLICATING RECORDS The Duplicate feature allows you to make copies of one or multiple records This is useful when you have different people at the same address In this case you can Duplicate the address and then change the contact name You could also use Duplicate to create another list with a particular scope of records in the database Follow the steps below to Duplicate records e From the Edit menu choose Duplicate 69 SmartAddresser 5 The Duplicate window will appear Duplicate 2 e e e e L L e e Click on the desired radio button that will best determine your scope for Duplicating records For information on scope radio buttons see
50. a record when you validate it Even if a record is determined to be a good address if any components of the address were altered or added a warning code will be attached to the record If the record is undeliverable an error code will be attached to the record These codes are filled into the field called Errno e Errors amp Warnings Summary List SmartAddresser 5 can detect forty different kinds of errors when checking an address A single address will often have multiple errors Each kind of error is identified by a number as shown in the following list e Error Summary List blank The address has been successfully coded 1 The address is coded but undeliverable i e onside of street known to contain no houses 2 TheZIP code was not found and the city and state cannot be used to determine a geographical area to search 3 Coding would result in changing both ZIP and city This is illegal for PO BOX and route type addresses 4 The best match would result in too many suspicious changes 5 The street was identified as an alias but was out of the range restricted for that alias 219 SmartAddresser 5 220 6 No street address was given 7 There are no street name matches in the given ZIP code or in any geographically related ZIP code 8 The street may contain superfluous components which cannot be discarded with confidence 9 The house number could not be matched 10 The best match was made to a ZIPMOVE record
51. a specific font select it from the Font list Choose the desired font style and size and then click OK From the Default Address Blocks pull down menu choose your desired Address block Descriptions of the address blocks are found below Basic Address Block Creates a simple 3 line address block with First and Last Address and City St Zip Useful for non barcoded First Class Single Piece Labels for a residential list Address Block with Company Creates a 4 line address block with First and Last Company Address and City St Zip Useful for non barcoded First Class Single Piece Labels for a commercial list Address Block with Endorsement Creates a 5 line address block with Endorse First and Last Company Address and City St Zip A standard non automation label for many classes of mail Address Block with Barcode Creates a 5 line address block with Barcode First and Last Company Address and City St Zip Address Block with Endorsement amp Barcode Creates a 6 line address block with Barcode Endorse First and Last Company Address and City St Zip My Address Block After modifying any address block settings you can select this option to save it as the default custom address block which can be recalled any time in the future by selecting My Address Block in the Label Layout Assistant 143 SmartAddresser 5 After selecting your default address block you can also adjust the indent of the text on the label i
52. allow you to check or change the path of your USPS file locations The window includes an Auto Detect feature that will search every available drive including all network drives and locate the USPS files If you are having trouble linking to the USPS Database you can use the USPS Links Properties Tab to locate and connect re establishing a link to the files You can also type in a path name for each of the files or you can use the browse buttons to locate them Follow the steps below to access the USPS Links Properties e From the File menu choose Properties e Click on the USPS Links tab The USPS Links Properties window will appear amp Properties Dictionaries Folders i Fields Startup Validate USPS File Locations National dr c program files datatechismartaddresser 2020 acmdata ad e You can also type in the path names if you know exactly where the files are located or use the browse buttons to locate each file f you would like SmartAddresser 5 to link to the CD ROM drive data rather than a network drive or your hard drive click the Use CD ROM check box e Click Connect When the links are established a small dialog box will appear stating that the Linking was Successful 203 SmartAddresser 5 e Click OK 204 NCOA w INFORMATION Datatech SmartSoft Inc is now offering Change of Address COA processing through its Licensed NCOA system NCOA change of address records filed wit
53. allows pictures to be placed from within a field in a database file If you require additional information on this please contact the SmartAddresser 5 Technical Support Department Select the desired option from the f picture and frame are different sizes area Descriptions of the available options are found below Clip Picture If the picture is bigger than the frame you created in the template Clip Picture will show a section of the original image in the object frame retaining the picture s original dimensions The picture is anchored at the top and at the left of the frame You cannot see the lower right portion of the picture that extends beyond the frame Scale picture retain shape Choosing Scale Picture Retain Shape will display the whole picture filling as much of the object frame as possible while retaining the proper aspect ratio of the picture file This will protect the picture from vertical or horizontal distortion or stretching 166 Printing Scale picture fill the frame Choosing Scale Picture Fill the Frame will display the whole picture in the object frame in the template The picture will be distorted vertically and horizontally to fit the frame in most cases Interface Control Tools al Button Lock The Button Lock tool allows you to lock the currently active tool With the Button Lock off the interface will default back to the Select Objects tool after creating a line shape or inserting an image
54. approved 207 original oldest 107 Ke6pS iter eee ee ae eure inn 107 Le Tiere 9 Our website 207 OQUTPU se sers sesse esse ed 54 93 194 Output File 9 40 42 119 el EU A0 UE 119 P Pack 32 68 84 86 107 ele GE 86 Database scie 68 84 107 Pack Database 68 84 Pack Database button 84 Package Group 213 Packages rrt 3 213 Palletization eese 3 Palletization 3 Containers STEE d e 3 Package sesse ee ee ee 3 Parcel Post ens sier ees VEER dee 3 P trsihg eei see ees ed 9 84 85 FIESE Linee EE HON 84 POMC isis iiia rr tetro 85 Phone Fields 85 Parsing Dictionary Button 193 El GE EE AE OE 38 64 66 Commande 64 Paste copied cut 38 Pattern Based Matching 191 Pattern IN issie eee noe tere enne 191 Pattern Out Rae Re GR 191 VA EI EE sees 1 5 9 Perfect dese sees es ESE 78 performing c eeeeeeeeeeeee 123 Drop Shipments 123 Periodical Mail 3 123 Periodical Mailer 213 Subscriber Status 213 Periodicals 3 123 205 213 241 SmartAddr
55. center Same Width Resizes the selected objects so that they all have the same width DH Same Height Resizes the selected objects so that they all have the same height Same Size Resizes the selected objects so that they all have the exact same B dimensions Center Horizontally Repositions the selected objects so that they are centered B on the current page width 3 Center Vertically Repositions the selected objects so that they are centered on the current page height LAYER TOOLS The following tools on the Layout toolbar allow you to reposition the layers of objects within your design view Selecting a single object and then using the next two options will shift its current position with regards to the active layer within the template Uu Bring to Front Pulls the active object toward you as viewed on the monitor placing it in front of all other objects on the template Useful if you need to make sure that a particular object is always on the top or visible above all over 169 SmartAddresser 5 objects WA Send to Back Pushes the active object away from you as viewed on the monitor sending it behind all other objects on the template Useful for background images and other objects that you wish to have in the background MANUALLY MOVING AND RESIZING OBJECTS It is possible to manually move text and objects as well as using the alignment tools to automatically position them To do so the
56. create a new line The next line looks more complicated tray number an asterisk bundle and the endorsement information Now is where you ll see how easy it is to use the Label Layout Assistant From the Field List scroll down until you see the separator titled Presort Fields IL The field we ll use is named cont id found in the presort fields group Click and drag cont id from the Field List to the Mail Merge Fields as in the previous step You should now see a Mail Merge Fields area that resembles the following image 147 SmartAddresser 5 Mail Merge Fields Barcode lt lt Cont_id gt gt Next we ll add the static text asterisk after the lt lt Cont_id gt gt field Simply place your text cursor immediately after lt lt Cont_id gt gt and type an asterisk That s all there is to it Too create the rest of the endorsement line you ll then drag the field gpb id from the Field List to the Mail Merge Fields as in the previous steps Lastly drag the field named Endorse from the Field List to the Mail Merge Fields Congratulations You just created your first label line that contains both static text asterisks that print every piece as well as variable fields Cont id Gpb id and Endorse Your Mail Merge Fields should now appear as shown If it does you re on pace to become a label creation wizard in no time Mail Merge Fields lt lt Barcode gt gt lt lt Cont_id gt
57. default Click Export Saving the Export Map Once you have set up an Export Map you can save the mapping to use again when you want to export data with the same output fields by following the steps below 56 Click the Disk button f In the Save As dialog box the file name will appear under Save Map As The file name will have a emp extension By default the map will save using the file name that you are exporting However if you would like to use a different name for your map highlight the file name and change it Do not browse to a new location the Field Maps folder will be selected automatically Click Save Notice that your Export Map has been saved so that you can select it in the future from the Export Map pull down menu e To delete the Export Map click the Delete button x THE LIST VIEW The List View is the primary view of the data in spreadsheet format within SmartAddresser 5 When you are viewing your data in List View you can use all of the Toolbar Buttons the Look In feature the Show and Count features and you will be able to access all menu items Each of these topics is covered within the Help System in detail Click on the Menus and Features in the image below to obtain further information gt SmartAddresser 5 0 v5 3 31 File Edit Select Sort Special View Additions Help amp Demofile JIBPODAdAABSEaAHeePRVEA Company a Look in Find lL contains E
58. duplicate detection find and replace searching and merge purge The product prepares mail with speed and accuracy in a user friendly interface Our technical support is second to none in the industry and we urge you to contact us using one of our many methods described in this Getting Started Guide if you need help This Users Guide will provide you with complete instructions on all of the great SmartAddresser 5 features SmartAddresser 5 includes many new features improvements and refinements over version 3 0 Take a glance at the list below to get an idea of how much has gone into the latest revision of SmartAddresser 5 Note Not all features are completed New Features 1 New Presort Options Additional Charges may apply e Bound Printed Matter e Media Mail e Library Mail e Irregular Parcels e Machinable Parcels e Custom Market Mail e Palletization of Containers i e Sacks and Trays e Palletization of Packages e Multiple Drop Shipment for DDU DSCF DBMC and DADC Periodicals e Periodical Mail low volume package support All optional presorts supported Additional Charges may apply e 5 Digit Schemes containers and packages e 3 Digit Scheme containers and packages e Metro Pallets e Co packaging of Flats e Ride Along support for Periodicals e Priority Mail Presorting e Express Mail Presorting e MLOCR Letters e MLOCR Flats e MAIL DAT support e Auto DDU Chart Creation e Consolidated Forms for Dr
59. first thing you ll need to do is to select the object by single clicking it When active an object will appear with black resize handles on the corners and sides Here is an example of a selected object in this case the azEndorse line of a standard label template Compare that to the inactive azEndorse line below and you ll see the differences the black dots signify that any action you take using the toolbars or menus will affect the currently selected object The first image has obvious resize handles on all edges and corners whereas in the second image they are noticeably absent To move or resize any object you ll first need to select it by clicking the Select Objects button BI the Report Controls toolbar and then single clicking on the object that you wish to set as active MOVING THE CURRENTLY SELECTED OBJECT Once your object is active you can simply click and hold the left mouse button inside of the object not directly on a resize handle or edge and drag the mouse to a new location You ll see a dashed outline of the object s size to allow easier movement and judgment on the final placement of the object as shown When you release the left mouse button the currently selected object will snap to the outlined area It s that simple 170 Printing If you have Snap to Grid enabled from the Format menu objects that you Ad move may snap several pixels on screen at a time To override the Snap to TIP
60. gt lt lt Gpb_id gt gt lt lt Endorse gt gt Now you see how simple it is Drag fields from the Field List to the Mail Merge Fields for variable data and simply type the text that you want for static text Press Enter for a new line and repeat until your label is finished Press Enter to create the third line Type Valued Customer with a space after it since you don t want Valued Customer positioned right next to a name without a space in the Mail Merge Fields Drag the field First from the Field List to the Mail Merge Fields Type a space and then drag the field Last to the Mail Merge Fields You should see a space between the static text and your first field as shown 148 Printing Mail Merge Fields lt lt Barcode gt gt lt lt Cont_id gt gt lt lt Gpb_id gt gt lt lt Endorse gt gt Valued Customer lt lt First gt gt Last By now you ve got the hang of it We ll create the last lines quickly and easily and then show the finished product before previewing the label Press Enter to create a new line Type Or Current Resident Press Enter to create a new line Drag the Address field from the Field List to the Mail Merge Fields Press Enter to create a new line Drag the City field to the Mail Merge Fields Type a comma and then a space Drag the St field to the Mail Merge Fields Type a space and then drag the Zip field to the Mail Merge Fields area You re finished with the a
61. increased decreased or made equal between all objects from the sub menu Group Group joins multiple selected objects so that they can be manipulated as a single object If for example you have more than one object selected you can choose Group from the Format menu This will allow the objects to be positioned cut and pasted as if all objects in the group were a single object You cannot change the font size or change the color of grouped objects Ungroup Ungroup separates previously grouped objects so that they may be manipulated individually Snap to Grid Snap to Grid is the default setting for every template in the Label and Report Designer When this option is checked within the Format menu an invisible alignment grid is toggled on so that objects are automatically aligned to the nearest grid 171 SmartAddresser 5 line when they are resized or repositioned The alignment grid corresponds to the grid size set within the Ruler Grid dialog window To override the grid when resizing or repositioning an object press the CTRL key on the keyboard while dragging the selected object or resize handle Set Grid Scale When you choose the Set Grid Scale selection from the Format menu you will be presented with the Set Grid Scale window as shown Set Grid Scale Grid in pixels Horizontal E Vertical 12 Ruler Scale Inches DI Cancel A The Grid Scale can be adjusted in pixels on your computer monitor
62. jo AR OR ES 9 35 Opening 194 presorting isean reiini 53 See File Types iese eke ee 51 See Opening ise EER EES GEE Ge 198 Eom 80 List View 9 33 57 58 62 68 70 81 86 89 103 107 113 LACS EE REO 219 locate uae 46 85 89 93 203 USPS zieht eere 203 Location9 46 54 66 68 194 196 203 Logical sis iss rientro 213 LONGITUDE 93 120 ull 93 Longitude Degrees 213 Longitude Latitude 93 Look For 113 114 120 LOOK Ih EEN 57 93 113 Lookup Seege Ese dee 101 Lookup window 101 Ko 93 EE AE EA ME EE 119 Low Radius esse sesse RE EES EE EG 119 Low Volume 3 digit Areas 3 Add Exceptions list 3 Lower Formats 78 M M Stteet eere retten eg 219 MACH p 123 Machinable 9 123 Machineable Parcels 3 MADC MAAD e eere nennen 9 Mail 5 9 53 89 93 114 123 213 Eege 9 Dresorting esses 9 123 Rural Route 114 See Presorting sss 53 Mail Drop Setup 9 123 Mail Merge ee ee 3 Mail Piece Size Calculator 123 mail processing 213 MAILE DAT 4 retenue EZE g
63. list For more information on Indexing and Sorting see TIP Sorting by Field Names FILLING DATA INTO A FIELD The SmartAddresser 5 Fill feature allows you to fill data into a specific field and scope of records For instance you may want to mail to the Current Resident because you do not have names in your list You could use the Fill feature to fill the words Current Resident into the field named FIRST You could also use the Fill feature to track specific information about your customers For instance if you knew that a group of customers in your list attended a trade show you could use the Search Editor to search for them and then use the Fill feature to Fill a tracking field with TS for the specific Selection of records Follow the steps below to Fill data into a field 75 SmartAddresser 5 From the Special menu choose Fill The Fill window will appear Suto Run 76 Select the field that you want to Fill data into from the Select a field from the list pop up Type the data that you want to Fill into the field into the Fill Field Name with text box Click on the desired radio button that will best determine your scope for Filling records For information on scope radio buttons see Consistent Window Formats Choose an Option from the Options radio buttons as described below Replace Content of Field Replaces all existing text in the field Insert Before Value in Field Inserts the data before the ex
64. moved 46 54 59 213 219 dee EE ED teretes 59 di OE EE EE 219 Sample Data 46 moOVvedate issie SEE SERE Sege 213 MOVetYDE sees sees RE RES 213 ER 3 Multi matched 89 93 Multi matched during 93 validatiori tees 93 Multi matched records 93 103 Multiple Drop Shipment 3 DDU E 3 mycompahy eeee eene en eene nnn 59 N N Predirectional 219 N100 Main St 191 name 46 50 54 68 69 77 84 85 89 93 190 193 203 213 Auto Map list ssse 50 DBE ou chiens 50 Field List ees sn 50 NP il RE EE 54 lo tnter 190 Name Parsing ee 193 Name Parsing Dictionary 193 Name Parsing Dictionary Button 193 ol je Ko Ek dedege gege trenes 193 240 Name Parsing Dictionary window 193 New Button ee 193 named TIMEZONE 93 named TYPE eere er cece 93 NCOALink ee 205 NCOALink eere eere 205 purchasing eees sesse see ee 205 NCOALink Information 205 NCOALink Installation 205 JE servir etre ees eene N Eae 32 New 38 39 46 54 62 69 89 93 190 191 193 194 Adding oio eei 62 eg 39 New Blank Database
65. name of this folder and where you would like this folder to be stored by following the steps below e Click on the Browse button to choose the location where you want the presort folder to be created e Type the desired name for the folder into the provided text box e Check the Overwrite check box to overwrite the existing presort folders The Overwrite check box will only appear when a folder already exists with the same name in the directory that you have selected The Saved Settings feature You can save the settings that you have defined in the Presort Setup window for each type of mailing that you do If you do many different jobs for different people with different settings this will be extremely useful to you Once you have defined the settings for a job follow the steps below to save the settings e Click on the New button a e Type a Setting Name into the provided text box The name should be something to do with the job that you are performing There is no limit to the amount of characters in this text box e Clickthe Save Current Settings button The next time you want to use the Saved Settings simply choose it from the Saved Settings pull down e To delete and existing Setting Name click the Delete Settings Name button 131 SmartAddresser 5 The Prepare in Reverse Order check box Most Direct Imprint printers stack the mail from bottom to top as they release the material This causes cumbersome coll
66. number of columns and individual label size and then move to the TIP right side with spacing top margin and left margin Start small making sure that your label dimensions are correct After you re certain that your label measurements are accurate you can then adjust the formatting of the sheet as a whole This will help avoid confusion with measurements that don t add up on your paper size From the Template Layout pull down menu select your desired label template format For the purposes of this help guide we re going to choose a standard 5161 template which is the most common 1 x 4 2 column label format 142 Printing After choosing your template you ll notice the Columns section updates with the appropriate information You can modify the settings as you see fit The pre created Avery Label equivalents that are generated by default however will already have the correct column settings DEFAULT ADDRESS BLOCK CREATION Creating one of the standard address blocks within the Label Layout Assistant couldn t be easier Choose your font the pre created address block of your choice and that s all there is to it You can even modify the information after it s placed into the Mail Merge Fields area to create a customized version of the default address blocks Follow the instructions below to create a basic address block In the Default Address Blocks area click on the Font button Al The fonts window will appear If you desire
67. of a label or report template This area usually includes fields and or text objects but it can also include graphics The Detail band in a label template will typically include the address block data barcode 151 SmartAddresser 5 endorsement name address city state and zip The Detail band in a report will typically include the fields that are to be the body of the report Column Footer When you include more than one column in a report or label each column can have a footer Footers typically display summaries and or subtotals of the information in the column To add columns to a report or label see Page Setup later in this topic Page Footer At the bottom of the template is a Page Footer band The Page Footer usually contains a combination of fixed and variable data A Page Footer on a report might include the report name date or page number A label typically won t need a Page Footer unless the labels are set up on cut sheet laser printers and have a margin at the bottom of the sheet Continuous feed labels typically do not include a Page Footer The Page Footer band can be adjusted to allow for the unprintable area at the bottom of the page Group Header not pictured If you use the Data Grouping feature your label or report designer will have a Group Header band displayed Group Headers are used to organize a label or report by the fields specified within each level of grouping Data Grouping requires knowledge of Micr
68. of mail you choose you must hold a permit at your local post office for the selected class of mail First Class Mail gets top priority However when Periodical and Standard Mail is prepared as automation compatible delivery point barcoded the mail will be processed with the First Class Mail Whenever possible you should choose to mail Standard Mail A automation instead of First Class automation There are two main reasons First Class and Standard Mail A automation compatible is processed at the same time Standard Mail A can weigh up to 3 367 ounces before you are charged any pound rates while First Class mail can only weigh up to one ounce For everything over an ounce you are charged additional postage X Periodical Mail and Bound Printed Matter preparation requires additional setup L4 to adhere to postal regulations See Preparing Periodical Mail and Preparing TIP Bound Printed Matter Mail for full instructions The Status pull down Status determines what type of organization that the company is that the mailing is being prepared for For Standard Mail there are two options to choose from profit or non profit If the mailing is being prepared for a non profit organization you should have special permission from the post office to mail at these lower rates For Periodical Mail there are two other options Classroom and Science of Agriculture Both must be pre approved by the post office before the mail
69. on your screen See Advanced Searching for more information on the other features in the Search Editor window 121 PRESORTING THE MAIL Presorting the mail with SmartAddresser 5 will allow you to take advantage of the lowest postage rates for the type of mail you ve selected SmartAddresser 5 s Presort Setup window will assist you in defining your mailing specifications with easy to use calculators for determining the size weight and container minimum and maximums The window also performs real time lookup of your local post office DSCF and DBMC SmartAddresser 5 creates a presort folder in the directory of your choice which will hold all of the presort information including tags reports and all of the records that were presorted To save you time presort settings can be saved so that you do not have to enter the settings for each type of job that you do Follow the steps below to Presort the mail e From the Sort menu choose Presort Mail or click on the Presort Mail button from the main toolbar The Presort Setup window will appear Presort Setup E 004810 i Machinable vlr Imprint sv EA MM Trays LE P id B usen e Set up your Presort Parameters as described below 123 SmartAddresser 5 Piece Setup The Class pull down Class determines how your mail will be delivered There are four options to choose from First Class Periodicals Standard Mail and Bound Printed Matter Whichever class
70. records For information on scope radio buttons see Consistent Window Formats e Click Clear 63 SmartAddresser 5 COMMAND WINDOW Use the Command Window when there is not a feature available in SmartAddresser 5 to do what you want with the data in your list For instance you may want to add a sequence number to your list or create an output field that contains certain information about each record to create your own key for searching There are many powerful uses for the Command Window To use this feature you do not have to be a programmer We offer many resources to help you build Command Statements including our many technical support options It may be helpful to purchase a good reference book on Microsoft FoxPro for Windows if you desire to learn more information about command statement syntax Commands on the web site can even be copied and pasted directly into the Command Window Command Statements are stored in the SmartAddresser 5 Commands folder as a simple text file They can be transferred to another computer or e mailed and placed in the folder directly This allows our Technical Support staff to write Command Statements for you and e mail them to you Follow the steps below to create and run a Command e From the Edit menu choose Command or click on the Command button ar in the toolbar The Command Window will appear 64 Duplicate Detection Command Create and Run a Command Run Multiple Co
71. selected in the Validation setup window Undeliverable and Multi matched records will not be updated with any new information The program identifies each of these using the STATUS field Deliverable records will receive a V for Valid in the STATUS field while Undeliverable and Multi Matched records will receive an N for Non deliverable and M for Multi Matched respectively An Undeliverable address is an address that SmartAddresser 5 was unable to match in the USPS Database A Multi matched address is an address that was found in the USPS Database but had more than one possible match For example if your input address was 100 Main St and the USPS Database included a 100 N Main St and a 100 S Main St but no address without a pre direction the address would be coded as a Multi match requiring more data to properly filter the street down to a unique match The program also outputs specific error and warning codes that can be used to determine what exactly took place during validation The codes are stored in the ERRNO field in SmartAddresser 5 For a complete listing of the codes and what they mean see Error and Warning Codes Follow the steps below to Validate Records e From the Special menu choose Validate Records or click the Validate Records button on the toolbar The Validate Records window will appear 94 Duplicate Detection Validate Records Directions Gorielary Faute HSTISHISITSTISIT Address Tee N
72. that requires that field will not be A completed e Select the field to be added under Add Mapped e Map a field from the database by double clicking on it or using the pointing finger buttons e Continue mapping fields from the database to the missing fields until all missing fields are mapped e Click OK You can also create unique field names for the Field List in the Table Designer or TIP add field names to the Auto Map list while in the Missing Fields window IMPORTING DATA INTO AN ACTIVE DATABASE The Import feature in SmartAddresser 5 adds records from a file to the current active database This feature is most commonly used to combine two or more lists or to import a file into a blank template that has been created The import feature can convert files from many popular file formats See File Types for a list of supported file formats Follow the steps below to Import a file into an existing SmartAddresser 5 Database e From the File menu choose Import or click on the Import button in the main toolbar The Import Setup window will appear 51 SmartAddresser 5 Import Setup TIP 52 2 pelse PAY I US a B Click the Open button located under Select the Input File An Open dialog box will appear In the Open dialog box browse the hard disk and locate the desired file Select the file and click OK SmartAddresser 5 will take a moment to determine the file type Once this process is finishe
73. the az variable found within the default fields or some other expression you ll be using functions to trim the field down or otherwise streamline its appearance Between those functions and fields you ll have a plus sign indicating that you re joining the field with something else If you re joining it with a space you d have quote space quote to tell it to print whatever is between the quotes in this example a space Since we want it to print Company between the quotes we type exactly that with a space before the word Company so it doesn t print right next to the company name field ALLT company Company ALLT STR account It s that simple To complete the guide s instruction we ll add the final Expiring message again with a space after the word to avoid printing it directly next to the date The entire expression when completed will read ALLT company Company ALLT STR account Expiring DTOC exp_date That would print a line that looked like this company is in red static text is in black account is in green and the exp_date field is in blue ABC Plumbing Inc Company 12345 Expiring 07 31 2007 Again some of this is using intermediate to advanced Visual FoxPro syntax for the label expressions so if you re having trouble understanding it feel free to contact the SmartAddresser 5 Technical Support Department or review the usage of the Label Layout Assistant ADDING TEXT AND GRAPHICS In Sm
74. the Script window open so you can select various scripts to run You can also change the color scheme for the SmartAddresser 5windows in Startup Properties Follow the steps below to modify your Startup Properties 198 From the File menu choose Properties Click on the Startup Properties tab The Startup Properties window will appear Properties amp Properties Dictionaries Folders USPSLinks Fields i Validate User When this program opens Pick a color scheme Display the Open Create window o Default Display the Open List window Onnar the on O None Open the last database C Display Main Menu O Skin Buestutt v O Display Script window E al L K D L EA OTL JO e Select an option to perform when SmartAddresser 5 opens as described below Display the Open Create window Displays the Open Create window when the program opens See Open Create Files for complete information and instructions Display the Open List window Displays the Open List window when the program opens See Opening a List for complete information and instructions Open the last Database Opens the last database that was processed in SmartAddresser 5 when the program opens Display Main Menu Displays the main menus in SmartAddresser 5 when the program opens e Select a color scheme to be displayed in the background in your SmartAddresser 5 program windows if desired as explained below Default
75. the printing of the mailing pieces themselves There are far too many options to cover in the tutorial with regards to individual label or envelope sizes content or design so most of the instructions have been divided up into multiple sections on editing labels For this tutorial we ll just preview a sheet of Avery 4145 labels on a standard Laser printer e Cancel the Container Tags window and click the Labels button on the Print Presort window The print settings window will appear 30 Getting Started Print Settings ES Format f Laserv Vriter IE 62 lbx n L L L L CO Company Wie Hun e In the Printer pull down menu select LaserJet This determines the barcode type that SmartAddresser 5 will be sending to your printer For a standard LaserJet SmartAddresser 5 sends a standard True Type font image for the barcode e In the Template pull down menu select 4145 lbx This is a standard one column Avery label equivalent e Check the Preview and Print Barcode checkboxes and click Print You will then be presented with the final preview of the tutorial the labels themselves After performing the functions found throughout this tutorial you ll have a firm grasp of the fundamental operations within SmartAddresser 5 The core features importing optimizing validating detecting duplicates and presorting are just a fraction of what SmartAddresser 5 is capable of but are more than likely
76. the record will be recalled Permanently removes all records that are tagged for deletion from the database J Marks the record that is currently selected If the current record is already marked the mark will be cleared Displays the Print dialog box 33 SmartAddresser 5 P Displays the Search Editor window to allow you to create a custom Search Filter 2 5 Displays the Command window e Displays the Import Setup window e Displays the Export Setup window TN ds Displays the Optimize Database window CA Displays the Validate Records window Displays the Show Duplicates window ih L o ye 4 5 Displays the Presort Setup window Displays the Print Presort window ZA 2 Launches Outlook Express to send e mail to us TE Mi Saves the current database Learning the Basics USING THE OPEN CREATE WINDOW When you launch SmartAddresser 5 the Open Create window appears In this window you will determine the first step that you will take with your data You can open a list for the first time open an existing SmartAddresser 5 database create a new blank database based on the structure of an existing SmartAddresser 5 database or create a new blank SmartAddresser 5 database with our predetermined typical fields Follow the steps below to use the Open Create window e Launch the SmartAddresser 5 program The Open Create window will appear amp Open Create
77. the size without TIP selecting the font it will revert back to the default Arial 8 point To assign a new font size either first select the Arial font or your preferred font and then assign a new point size Foreground Color Choosing Foreground Color from the Format menu displays a Color window allowing you to choose the color of the font While the box border will also change to reflect that color the border still will not print by default Background Color Choosing Background Color from the Format menu displays a Color window allowing you to choose the color of the shape Background will not affect a Field box by default as the background is set to transparent by default For more information on changing the Backstyle see the Backstyle section of this topic Text Alignment Choosing Text Alignment from the Format menu displays a sub menu where you can select to align text within objects to the left center or right or adjust the line spacing to single 1 72 or Double spacing Fill Choosing Fill from the Format menu displays a sub menu that allows you to fill selected shapes not created fields with one of seven additional fills and patterns The default is none Pen Choosing Pen from the Format menu displays a sub menu that allows you to set the point size and design pattern of lines and outlines of rectangles and rounded rectangles Backstyle Choosing Backstyle from the Format menu displays a sub menu that allows y
78. then any input street may be assigned to the General Delivery ZIP 4 The input street is preserved 225 SmartAddresser 5 F Alias match 1500 State Highway 154 Santa Barbara CA 93105 G Highrise alternate match 101 Plaza Del Caribe Ponce PR 00731 NOTE The Highrise Alternate style of addressing uses the unit number as the house number and the highrise name as the street name The postal database indicates highrises where this style is used and provides a means for determining the correct street and house number H Firm match Californian Hotel 35 State St Santa Barbara CA 93101 Highrise match 202 State St Ste A Santa Barbara CA 93101 J Highrise default match 202 State St Santa Barbara CA 93101 K Route default match RR1 Goleta CA 93117 L Street name corrected 123 Anakapa St Santa Barbara CA 93101 226 M Street suffix corrected 123 Anacapa Ave Santa Barbara CA 93101 N Predirectional corrected 123 W Anacapa St Santa Barbara CA 93101 O Postdirectional corrected 123 Anacapa St West Santa Barbara CA 93101 P City corrected 123 Anacapa St Goleta CA 93101 Q State corrected 123 Anacapa St Santa Barbara NY 93101 R ZIP corrected 123 Anacap St Santa Barbara CA S Urbanization corrected A1 Calle 1 Mayaguez PR 00680 T ZIP 4 corrected U House number corrected 1234 1 Anacapa St Santa Barbara CA 93101 V Unit number corrected 924 Anacap St Ste X2 Santa Barbara
79. this point you re ready to begin printing the applicable documentation and labels 28 Getting Started e The first thing you ll typically do after presorting is to print the postal paperwork and ensure that the sortation and numbers match up To do so click on the Print Reports button You ll be taken to the Report Settings window A Reports Pounds 0 04810 We or e Check all the report options and then check the preview box This will then bring up the previews of each report in order Next up will be the tags for the containers that you ll be placing your mail into e Click the Cancel button on the Reports window which will return you to the print settings screen Click on Tags The next window to appear will be the Tags window 29 SmartAddresser 5 Container Tags Trays ET DEMOFILE DBF em H cancer Wie Er When printing tags you will be allowed to print a tag summary report not reguired by the Post Office but helpful in determining where your mail is sorting to with a quick summary report as well as print the tags themselves For the purposes of this tutorial you ll be printing tray tags for standard mail automation letters e Select Cut Sheet from the source and Trays as the container type Check the preview box and then hit print You ll then be presented with previews of the Tag Summary Report as well as the tags themselves The final step in the preparation of any mailing is in
80. to pay for all of the mail at your local post office then drop the mail at the SCF and or the BMC post offices These other post offices could be many miles away from your location and not worth the savings in postage You must decide if it is worth it for you DDU Setup and Drop Shipping If you receive carrier route rates in your mailing you may qualify for additional Destination Delivery Unit DDU discounts on the carrier route qualified mail Pieces that are being entered at the delivery unit that serves the delivery address on the mail could qualify for DDU discounts You can enter and save as many sets of zips for different DDU s as desired and choose them when you plan to drop at a given post office For instructions on setting up the DDU Chart including plant verified drop shipments see the topic Destination Delivery Unit DDU under Carrier Route Mail Preparation For information on performing Drop Shipments on your mail see Preparing Drop Shipments Preparing the Mail The Database and Presort Information Save Presort to setup When SmartAddresser 5 presorts the mail a presort folder is created to store the presort print files created during presort This will allow you to open existing presorts rather than presorting again when you need to print By default SmartAddresser 5 will save the Presort Folder to the directory the database you are sorting is stored in and name the folder Presort Folder You can determine the
81. to your selection in the Pay Type pull down menu Container Setup 128 The Type pull down The Type pull down allows you to specify the tray size that you ll be using The options are extensive in SmartAddresser 55 0 allowing you to choose from the following MM Trays EMM Trays Flat Trays Sacks White 1 MM Trays Only 2 MM Trays Only EMM Trays are two foot letter trays that measure 21 3 4 inches long by 11 1 2 inches wide inside bottom dimensions by 6 1 8 inches high These trays must be used for letter size mail that does not fit in regular MM trays Select the EMM Trays Only item if your mail piece size requires their use If you used the Size Calculator the program will automatically select EMM Trays if your mail piece size is calculated to require use of this type of tray Refer to the applicable section of the Domestic Mail Manual for detailed container requirements for your class of mail The Container Minimum and Maximum Use the Tray Calculator lj to calculate your tray minimum and maximum per postal regulations The minimums and maximums vary dependent upon the size of your mail piece and the postal regulations for each class of mail The Tray Calculator takes into consideration all of these factors and will automatically update the Presort Setup window based on the information that you enter You may also enter the Tray minimum and maximum manually Standard and Periodical class flat size mail minimums and maxi
82. treten HR or eR 49 Openitig a DBF File EER SE Rettore eese iege dd ia Pelea es 50 Importing Data into an Active Database iese ee RR ee Ee ee ee 51 Import ODtIong RC 53 Exporting the Data eee EE ee eter Go Ge EG ee oe NR Ee Ge oe ee SG Gog ee NE uen 54 Viewing the EE 57 Table Of Contents The List VIEW se Ee tete nre er ie ed erar aoe Een 57 Changing the Font nire e oer er un ca cheb e aper re DE e RR ee e ERR ete e de od 58 User Defined Sorting rre ete AM en 59 Sorting by Default Field Names ccccccccsssccessssccesssseccssseeceesssecceseeeccessseecesseeceesseeeens 61 Manipulating Data cree trm E E ke Pe end e Pe Hasan ER Fea AEn ase ee down 62 Adding New Records nate SE Gees Ve SEE Duden Ge Ge VERRE EP FERRE LH Ee Ge Lanes 62 Backing tip Data ror c cet ER TOT i RM Fo gege UR re PEREAT ERES 62 Clearing MaEKS 5 GE EE N E ERR ee PR FUR TRES ote HE EE 63 Command dt lee EE 64 Cut Copy aridiPaste ESE GES ESE dics b te e etd rre eia ERR RN M REP FREE Eo Eee LEER 66 Deleting Records ere toa die Dee ek ge se Ee reae eu yeu Pee led evene terea 68 Duplicating Records 69 Editing the Table Structure of a Database ccccccccssssccecsseeceessseceesseeceseeeeessseeeeees 70 Filling Data into a Field ees ee ER eene nnne nnne nennen nnns 75 Find and Celo RTT 77 Formatting Data eise sei es De on oe es ee rege ee De be oe De ae Ee Se ee ee lee EER Eg Ig 78 GO TO ReCOEd a EE RE et dnb e de e EO ders 80 Marking Re
83. window e Continue to the next step Mapping the Fields 41 SmartAddresser 5 MAPPING THE FIELDS Once the Input File has been opened and the Output File location has been specified you must assign the field names to your data This is called mapping The Field List will be displayed on the left side of the window and your data will be displayed under Input File Data on the right side of the window The objective is to assign field names from the Field List on the left to the Input File Data on the right V Open Setup firm addr cistzp HSH Assigning the Field Names Mapping the fields can be done easily using the buttons within the Open Setup window First select the field name to be assigned to the data from the Field List then use the buttons as described below d Maps the highlighted field names from the Field List to the highlighted Input File Data al the field name from the selected Input File Data ur Resets all the field names in the Input File Data Duplicate Detection You can also assign field names to the selected Input File Data by simply double TIP clicking on the field name in the Field List SmartAddresser 5 is designed to automate processes wherever possible In the Open Setup window there are some great features described below that will simplify the mapping process Automatic Field Mapping SmartAddresser 5has a built in automated mapping feature that contains a cross refere
84. 03 ACCESS is eed Ge aioe ss 203 USPS Links Properties Tab 203 USPS Links Properties window 203 USPS Links tab 203 V AUD E 219 Valid BR 89 93 213 Validate 3 33 35 53 89 93 103 107 194 200 es EE 93 elt EE 93 RE E 93 el EU 33 53 Le COL dS SR EE eee sss 53 Validate button 9 Validation 5 89 92 93 213 dUrINB se EE n oe Sen 92 93 Multi matched during 000000000000 93 undeliverable during eise ee 93 Validation Status 213 Value sessies Rassie dbe Ed Eed 75 77 view 3 46 53 57 62 70 81 89 93 103 Marked itr totes 81 View Font esee 58 109 114 119 120 123 219 Voice Support eeeeese 207 aCCOomodate sesse esse ee ee 9 distributes iese ee ee 9 W To or edt uet 120 SOU uu EE re Ee Eege 114 Walk Sequence Lists oes 213 ZIP CODE 9 59 61 120 Warning OTT 3 219 ZIP Codes EE 80 89 93 119 Summary List ee 219 Credting ceo 119 Warning Codes 93 219 Him RE 59 Watch eo ere eese reo N 3 ZIP4A 3 9 89 93 123 213 Web Site Address 213 ZIP 4 Coded eene 89 MEULE 123 EE 219 Weight Calculator esse see sees 123 PAS EE DE EE 93 213 Width e 46 54 70 213 APE ees 93 213 10 70 ZIPMOVE ie se ee deed ie 219 AdJUSt senec
85. 114 Recall window 86 Recalling 5 noe et 86 Delet d emi eere 86 recordar EP ods 86 Recent Database list 3 FILTER ES oe e A 3 record contains eee 9 Record If esee 93 record number 36 80 Record Status 93 Records eere ee se SS Date eei eee tenen 213 Go38 80 Marking socer reb 81 Rec lls RS GE EE EE RE ron 86 Selection hisce 75 114 Validate edet ih on etes 53 records addressed 3 records PERMANENTLY 68 records starting 36 refer soene gese see di 9 123 194 Auto Field Maps ss 9 Preparing Periodical Mail 123 e ioVe iore ces Ke ed rede 44 66 68 77 Auto Map Field Name 44 Remove Line button 114 Renewals e sees ee see 207 Reordering rrr eren eet 70 Table Structure 70 Replace eren 5 66 77 Replace Content 75 Field EE EE eere res 75 Replace window 77 Report Settings window 9 Reports ss rene venere 3 9 Printing ette teen 3 Reports window 9 Cancel button 9 Repositional Notes 3 Reset Expr
86. 213 LO EE 3 38 el EE 3 Active Database 38 51 je dT es toronto ee oen eoruin 9 Add 32 38 62 89 93 193 NEW ESE rax erede eee negare resta 62 New Record 38 Add button 59 111 119 Add Exceptions list 3 Low Volume 3 digit Areas 3 Add ONS cett eege du 32 Add Mapped 50 Additional Charges 3 Additional Information Pertaining 213 ADDRESS 59 61 93 109 114 200 Address Queries 9 Company 9 Address Blank 93 Address Examples 191 Address Information Not Used 213 Address Integrity Check Boxes 93 Address Label 101 Address Match Threshold 109 Address Pre Direction 213 230 Address Secondary Number 213 Address Types 93 213 218 VUEN 93 Adjust 54 70 111 194 196 Starts oreet eere nde 111 Width ES EE e nates 70 Advanced Searching 114 After Search EEN 114 After Validation 93 218 Agriculture sis Es Se sk Nege 123 SCIENCE es Ve cr deni 123 All GR RE OE 36 All Command Statements 64 LINE 54 Alphabetical Order check
87. 3 123 200 nu SR n 9 Dictionary seen 78 Format Dictionary 93 200 Print Barcodes 123 Enhanced INI File 3 Enter 59 93 101 107 123 193 213 FOXPRO ke cte e entes 107 Height Ee 123 ET 123 Thickness erste nexis 123 Uc E 123 enter warning ecce eee 93 Entire ZIP 4 After CASS Certifying 213 entry date recettes 213 ERRNO eeeeees 93 213 219 dige AE EE cea 3 93 213 219 Error and or Warning 3 Error Numbers esse ee 93 Error Summary List 219 Error Warning cccccceecessesssssssseees 3 Errors amp Warnings Summary List 219 Evaluation issie see sees eaae ed ie 1 5 Exact Match 107 109 Example 54 77 89 93 113 Exceptions List 93 existing 9 42 53 123 190 191 AAA uev dee 190 Field Lists esse Ee erts 42 ed ie N en 191 Header oet o et ete 9 53 PIOSOM eis tak aie 123 Dresorts ee EE Ee Ge ee ge Ge 123 Setting Name 123 Expand Components 93 200 Expands 46 77 93 200 Post Direction 93 200 Pre direction 93 200 Secondary Name 93 200 State ote tee rre en 93 SUPPIK SEA ees 93 200 EXPOMC M EE ai 54 Export All F
88. 7 SmartAddresser 5 Validate Records W sevi SASIE a a a a a a E a EI L DATATECH SMARTSOFT v Bas ete RUM Check the boxes as shown in the above diagram the bottom five selections in the output column are selected by default Line of Travel is a useful feature that you ll want to keep selected for most standard validations as well It s required for most carrier route rates and it doesn t slow down the validation process at all For a more thorough description of the options in the Validate Records window refer to the Customizing Your Validation Settings section of the help guide e Click on the Validate button and the Validating Records Results window will appear This window shows a detailed breakdown of the deliverable non deliverable records as well as statistics for the time it took to process the list the speed of processing and specific pieces of data added to the records 18 Getting Started Validating Records As soon as the validation process is completed this window will close and you ll be returned to the List View We will next perform a basic duplicate detection on the demofile e From the Select menu choose Show Duplicates The Show Duplicates window will appear faa Show Duplicates User Defined Mail one piece of mail to each 9 Person O Address O Household First 2 A e d d Descaryelinie use Soundex Exact Match Addre
89. 8 5 ISIS e Click the Open button located under Select the Input File An Open dialog box will appear e In the Open dialog box browse the hard disk and locate the desired file Select the file and click OK SmartAddresser 5 will take a moment to determine the file type Once this process is finished SmartAddresser 5 will display the file type information and the location of the file 40 Duplicate Detection LI AX If the file is determined to be a Fixed Length Text format a Fixed Length Setup window will appear See Opening Fixed Length Text Formats for complete TIP X instructions If the file is determined to be a Label format a Label Format Setup window will appear See Opening Label Format Files for complete instructions Saving the New Output File When SmartAddresser 5 opens a file it creates an SmartAddresser 5 Database in DBF format that can be opened anytime without repeating the importing process By default the program will save the SmartAddresser 5 Database to the same location as the Input File However you can choose a different location by following the steps below Click the Save button located under Save the New Output File to This Location in the Open Setup window A Save As dialog box will appear e Type in the desired Output File name e Browse to the desired folder on your hard disk where you want to save the file Click Save SmartAddresser 5 will display the Output File location in the Open Setup
90. 80 Go To Record 38 80 Go To window e 80 Goto Record ee 80 GoToAssist Support 207 GUN EER EE EE ess 3 H H BE SEGE Gekose ie oe Se ERGE GE ees E Gere tes 219 Header osse roes ve se NNN ee 9 53 54 CAMEO BEE 9 da NE 9 53 Header Records 9 42 44 50 54 Height eorr EE Ke 123 diii 123 Help System 9 57 High N EE 119 218 High Radius 119 High Rise Record 218 Highri e treten EDE 219 Highrise Alternate 219 highrises rere 219 UE dE E 3 ROI EE 78 CUPL KEY iere 78 Household 3 109 Household Queries 9 Ero PII 9 HTML EE erre nennen 3 labels EE EE N 3 SUPPO AE AE EE 3 I HARE EE EE 3 ld EE EE 111 International Business Machines 111 Import button 51 fie AND EE 197 Import Map eere eene 42 del te iere dide 42 Import Options 42 53 Import Setup window 33 51 N IER 33 Import Window 194 197 Importing 3 9 39 51 194 Data INTO iere sede 51 SmartAddresser 5 ule 51 rf eiie eror 9 123 Te 78 Incomplete 5 Digit ZIP 93 Incorrect ZIP
91. 881 Beverly Hills Alfred Hotel Traylor 301 S Main Street Alturas Kristia 5220 Bristol Pkwy Apt 211 Culver City Alfred Moon Beams And Dirt Inc 3559 Greenwood Avenue City Of Commerce Alice Cell Robotics B1 Post Office Box 8031 Emeryville Allen Archy Filmores Tooth Repair Post Office Box K Duarte John Foot Store 100 Olive Ave Burbank Alta Farkleberry Cafe Post Office Box B Duarte Mount Saint Ganem amp Ganem B Alexandur Buffalo Amario Sandy Beaches Clothing Store 101 NorthDanhauser Street Alturas Amy Rons Roller Coaster Rides Post Office Box 1491 Duarte Ancil Programmers Workbench Inc 30601 Crag View Dr Dunsmuir Aneros Frank Fytarminatina Co ENM Cacrade MH Culver City y When you choose one of these fields from the Sort menu your list will be put in the ascending order of the field instantly After selecting one of the field names a check mark will be placed next the selected field in the Sort menu If you select the field from the Sort menu again the check mark will be removed and the sort will be undone The data will return to its original order To create a sort on other fields or a combination of fields refer to User Defined Sorting Using the sort options will not reorder the record numbers within a database 61 ADDING NEW RECORDS Use the New Record feature when you want to add a record to your database You can add a New Record in List View or Card View e From the Select menu choose New Record or
92. 9 46 54 64 68 114 Save As dialog 40 42 46 54 68 84 Save button 40 42 62 93 119 CLICKING ccc EE ES Ee ette tree 119 Save Command Set As 64 Save Current Settings button 9 123 Save Databases 9 el EE 9 Save Filter button 114 Save Map As 42 46 54 Save Presort eere 123 Saved Command Sets 64 Saved Setting 93 Saved Settings 9 93 123 Saved Settings pulldown 9 Saving 3 9 40 42 46 54 64 111 114 119 123 Command Set 64 Export Map se es EE SE gee 54 Fixed Length Structure 46 Mapping Sequence n se 42 Match Code 111 New Output File 9 40 Output file 119 Presort Folder 123 Search Filtet eine 114 SCF RE 123 SGP and Or cnet rin 123 ole EE EE 123 Scope 54 63 68 69 77 85 89 114 scope parSiNg esse ees 85 Script Agent ss N eere 3 Script Selector Table 3 244 Script window 198 Scripting 5 rore erit 3 107 processing ee 3 seamlessly re ESEG Ee Ee Ed 205 Search button 114 120 Search Condition Table 114 I II 114 Search Conditions
93. B REPLACEMENT OR REPAIR OF THE PRODUCT OR C IF NO LICENSE FEES WERE PAID TO SMARTSOFT FOR THE PRODUCT TEN DOLLARS 10 00 U S 10 Export Restrictions IN COMPLIANCE WITH USPS REGULATIONS YOU AGREE NOT TO DIRECTLY OR INDIRECTLY EXPORT OR RE EXPORT OR KNOWINGLY PERMIT THE EXPORT OR RE EXPORT OF THE PRODUCT TO ANY COUNTRY OUTSIDE THE BOUNDARIES OF THE 211 SmartAddresser 5 UNITED STATES OF AMERICA OR ITS TERRITORIES YOU ARE SPECIFICALLY PROHIBITED FROM DOWNLOADING THE PRODUCT TO A LOCATION OUTSIDE THE UNITED STATES 11 Users Outside of the United States and its Territories If you are a user located outside of the United States or its territories you agree that you will be using the USPS database incorporated in the Product to prepare mailings for submission to the U S Postal Services in the United States 12 Hold Harmless You agree to indemnify defend and hold SmartSoft harmless from any and all losses expenses damages penalties or costs arising from your failure to comply with the USPS export restrictions prohibiting the export of the Product including the USPS Product incorporated therein or the use restrictions in regard to the use of the USPS Product incorporated in the Product outlined in Article 3 above including any costs or losses imposed by the USPS upon SmartSoft for your failure to comply with the export restrictions or the USPS Product technology use restrictions 13 Choice of Law This agreement shall be gover
94. BE Show All Records C Disable Count Address Anelrasas Frank Ftarminatine Co ENM Ceeceda Ct firm addr cistzp Crestview Square 701 NorthMain Street 96101 Ascs Building 11801 Waagner St 90230 South California Nursery 5526 SSepulveda Blvd Culver City Frank Exterminating Co 4800 Salem Village Court 90230 Cominiques Boutique 5105 Inglewood Blvd Apt 201 Culver City Cars And Shingles Truck Stop Post Office Box 601 Boron Chapel North Bldg 4900 Overland Culver City Chans Glasses Post Office Box 8277 Emeryville Sauls Orinoco River Rides 6220 Bristol Pkwy Apt 210 Culver City Cond Casa Aibonito Post Office Box 3601 Glendale Kiley Wilson Post Office Box 5881 Beverly Hills Hotel Traylor 301 S Main Street Alturas 6220 Bristol Pkwy Apt 211 Culver City Moon Beams And Dirt Inc 3559 Greenwood Avenue City Of Commerce Cell Robotics Di Post Office Box 8031 Emeryville Archy Filmores Tooth Repair Post Office Box K Duarte Foot Store 100 Olive Ave Burbank Farkleberry Cafe Post Office Box B Duarte Ganem amp Ganem 6 Alexandur Buffalo Sandy Beaches Clothing Store 101 NorthDanhauser Street Alturas Rons Roller Coaster Rides Post Office Box 1491 Duarte Programmers Workbench Inc 30601 Crag View Dr Dunsmuir Culver Cis 57 SmartAddresser 5 CHANGING THE FONT It s extremely easy to change the font and style of your data in SmartAddresser 5 s List View Change the size or style of your display by clicking on View gt Font from the main List
95. Buffalo Adams St 14210NY Buffalo 14210NY W Seneca Alwin PI 14210NY W Seneca Antwerp St 14210NY West Seneca Audrey Ln 14210NY West Seneca B St P Bailey Ave 14211NY Ruffala Rakne Rivd_ Street Range Parity 4 Secondary Information 1 81 ODD 2715 2 84 EVEN 2716 83 199 ODD 2717 86 198 EVEN 2718 200 298 EVEN 27ND 201 299 ODD 2742 e If you plan to use the USPS Database to correct multiple undeliverable addresses check the Batch Mode check box in the USPS Database window e f you would like the program to update Firm and Unit information when the address is coded check the appropriate check boxes e Once the correct address information is located click OK to update the main database The Update Address window will appear 105 SmartAddresser 5 AccuMail Address Checker Your Input Address Replace With Ganem amp Ganem Company Ganem amp Ganem 6 Alexandur Street 6 Alexander Ave Suite BUFFALO NY City Buffalo State NY Coding Result ZIP 4 14211 The address has been succesfully coded Com check Dems e Ifthe address information is correct click OK If you had the Batch Mode box checked the program will move on to the next address in your selection of records If not automatically the window will close e When you are completed with Batch Mode processing use the Close button L1 to return to List View
96. Contact Technical Support for help on writing Expressions Follow the steps below to use a Foxpro Expression to define your sort criteria Follow steps 1 through 4 above Double click on the field in the Sort Criteria The cursor will move to the Edit text box Type in the desired Expression and press Enter e Continue to step 5 above 60 Duplicate Detection SORTING BY DEFAULT FIELD NAMES SmartAddresser 5 can sort by any field in your list using User Defined Sorting However the most common sorts LAST COMPANY ADDRESS and ZIP CODE are listed under the Sort menu as shown below SmartAddresser 5 0 v5 File Edit Select Sort Special View Additions Help amp Demofile SBpoODAAABaASPSRVESS B took in Zip pol JE comans E8 EB EE Show auRecords Disable Cout 3 First Company Address Cits firm addr cistzp Crestview Square 701 NorthMain Street 96101 Ascs Building 11801 Waagner St 90230 South California Nursery 5526 SSepulveda Blvd Culver City Abdul Frank Exterminating Co 4800 Salem Village Court 90230 Adriana Cominiques Boutique 5105 Inglewood Blvd Apt 201 Culver City Alandia Cars And Shingles Truck Stop Post Office Box 601 Boron Albert Chapel North Bldg 4900 Overland Culver City Albert Chans Glasses Post Office Box 8277 Emeryville Christina Sauls Orinoco River Rides 6220 Bristol Pkwy Apt 210 Culver City Albert Cond Casa Aibonito Post Office Box 3601 Glendale Alexander Kiley Wilson Post Office Box 5
97. Enabling Button Lock will allow you to create multiple shapes without re selecting the appropriate tool The current creation tool will remain active until you manually enable the Select Objects tool Using the tools described in this topic you can create resize align and position practically anything you wish within the Label and Report Designer FORMATTING TEXT AND OBJECTS Label and Report templates are composed of objects that can be manipulated in a variety of ways These objects include text fields and graphics Once you have added objects to a report or label template you can resize align and move them around within the template or even adjust the color and overall look The Layout toolbar and most of the options under the Format menu in the Label or Report Designer will assist you with the alignment and placement of objects The Layout toolbar the Color Palette toolbar and the Format menu also offer features that will change the look of objects Text colors background colors and font choices and sizes are all available from the toolbars and the Format menu When you open or edit a label report template the Label Report Designer appears as shown below 167 SmartAddresser 5 SmartAddresser 5 0 v5 3 31 File Edit Select Sort Special View Additions Help Format Report S Am rmetnm a Ee amu ese nmm Label Designer 5161 Ibx EER EIER Ts CR E TE e s is DI TES TE E MEE EI NET Fr You can se
98. Grid functionality hold down the CTRL key on your keyboard when initiating a drag This will move the object smoothly ignoring any Snap to Grid settings For more information on Snap to Grid refer to the Snap to Grid area of this topic Resizing the Currently Selected Object Resizing an object is very similar to moving an object The main difference is that instead of clicking directly in the center of an object you will click on one of the resize handles positioned on the edges of the object When you click the left mouse button on a resize handle and drag the mouse the dashed outline will resize based on the opposite edge of the object that you have clicked on CHANGING OBJECT ATTRIBUTES THE FORMAT MENU All of the buttons in the Layout toolbar are also available under the Format menu The Format menu also includes functions for the grouping and ungrouping of objects the Snap to Grid feature setting the Grid Scale adjusting the font and adjusting text alignment Menu items that are not also found in the Layout toolbar are described in detail below Horizontal Spacing The Horizontal Spacing selection allows you to adjust the horizontal spacing between multiple objects with a single click Spacing may be increased decreased or made equal between all objects from the sub menu Vertical Spacing The Vertical Spacing selection allows you to adjust the vertical spacing between multiple objects with a single click Spacing may be
99. If the field name exists in the Auto Map dictionary the required field names will be used to identify the data See Automatic Field Mapping for more information Parse First f the field name FIRST is mapped to the full name data in the Input File Data the Parse First check box will be enabled When this box is checked the full name data will be separated into the fields SAL FIRST MIDDLE and LAST when the list is imported See Parsing First and City for more information Parse City The Parse City check box will be enabled if the field name CITY is mapped to a single field that contains the City State and ZIP code If you check the Parse City check box SmartAddresser 5 will automatically create the fields ST and ZIP to accommodate this information when the field is parsed See Parsing First and City for more information Parse Phone 53 SmartAddresser 5 The Parse Phone check box will be enabled if one of the three phone fields is mapped to the data in the Input File Data A Parse Phone window will appear after the file is imported so that you can determine the desired format for the phone data See Parsing the Phone Fields for more information Optimize Database Optimizing the Database improves performance when validating and presorting the list When you check the Optimize Database check box SmartAddresser 5 displays the Optimize Database window after the file is imported so that you can determine the extent of optim
100. Latitude 34 45950 Longitude Number Pre Street Name Suffix Post Abrev Ste Apt PMB PMB Number Ex lfowewass e p le E Le a A The information displayed in the Address Label can be copied into your Clipboard for use in any application by pressing Ctrl C on your keyboard TIP INTERACTING WITH THE USPS DATABASE SmartAddresser 5 hosts a valuable feature that will aid you in cleaning up your Undeliverable or Multi matched records You can also browse the USPS Database to locate specific addresses or ranges of addresses We suggest that you interact with the USPS Database to correct and update bad addresses in your list This feature performs a real time query of the USPS Database as you type into the state city street and address ranges When you choose to View the USPS Database from the View menu the selected record will appear in the USPS Database window and automatically query the database to the correct state city street and address range When you locate the desired information you can simply click Update to update the address in the list The Input Address is displayed in the window 103 SmartAddresser 5 and the program will automatically move to the next address in the database once the update is complete There are two ways to Interact with the USPS Database You can View the USPS Database and the program will display each address in the USPS Database window With this first method each address will be display
101. Save Command Set As Saved Command Sets A Command Statements Command Statements to Run e Type a name for the Command Set e Select the Command Statement s that you would like to include in the set by double clicking on each individually or by using the arrows in the middle of the window to move the commands e Press Run A The program will automatically save the Command Set The next time you want to Run the Command Set select the set from the Saved Command Sets pop up TIP CUT COPY AND PASTE The Cut Copy and Paste features in SmartAddresser 5 work in any field or on any data The features can be accessed from the Edit menu in SmartAddresser 5 or by using 66 Duplicate Detection the appropriate Windows shortcuts Ctrl X Ctrl C or Ctrl V respectively Each of these features is explained below Cut Removes selected text from any field record or file or from text editing regions in dialogs The text is placed on the Clipboard Use Cut when you want to remove a selection of data from one location and place it in a different location using Paste Copy Duplicates the selection without removing it and places the copy in the Clipboard where it can be accessed using the Paste feature Paste Inserts a copy of the Clipboard contents into the current file or field at the cursor location If text is selected and you choose Paste from the Edit menu the contents of the Clipboard will replace the s
102. TING DATA The Format feature in SmartAddresser 5 allows you to modify the formatting of the data in your list primarily upper and lower case The Format feature also includes a handy dictionary that can be used to build a cross reference for common acronyms misspellings and case adjustments from upper to lower For example if your list included the company name SmartSoft and you wanted to change the case in every occurrence to SmartSOFT you could use the dictionary In the Format window you can change the format of all or selections of fields with one pass Follow the steps below to use the Format feature e From the Special menu choose Format The Format window will appear 78 Duplicate Detection amp Format Format suto Run d e Select the field s that you want to format To select a string of fields hold the shift key down and click on each field until you finish with the fields that you want to select To select more than one field randomly hold the ctrl key down and click on the fields that you want to select e Select the Format Option that best suits your desired formatting as described below Upper Formats all letters to upper case Lower Formats all letters to lower case Mixed Formats the first letter in each word to upper case Perfect Checks for vowel and consonant positioning to provide full capitalization for acronyms and proper capitalization for other words For example Abc Inc would be c
103. Template or if you want to create a new template based on the selected Label Template you can use the buttons in the Print Settings window as described below 135 SmartAddresser 5 Opens the Label Designer for editing of the current template Clicking this NT will allow you to modify the content of your template as well as resizing a and reformatting the design You can also set a default printer for use with this specific template eature when you want to Edit a template from another location and Save it to the SmartAddresser 5 5 0 Labels folder Creates and opens a copy of the selected Label Template Use this feature v hen you want to save the original Label Template and create a second template for editing purposes LJ por the selected Label Template bs a new label template See Creating a New Label Report Template for sch Allows you to browse to a different location to open a Label Template Use this more information X You can enter a description for each Label Template that you use or z create Simply type the description into the Description text box and it will be automatically saved TIP Select the scope radio button to define the scope of records that you would like to print For an explanation of each scope radio button see Consistent Window Formats Check the Pause Printing Preview or Include Deleted check boxes if desired as described below Create PDF Generates an Adobe Acrobat PDF forma
104. The default width of a Memo field is 10 However the actual size of a Memo field depends on the amount of data entered into it Memo field sizes are limited only by the amount of available disk space General General fields store OLE objects The default width of a General field is 10 However the actual size of a General field depends on the amount of data entered into it General field sizes are limited only by the amount of available disk space Picture The Picture field type exists for compatibility with FoxBase and is dimmed unless you open a database created in FoxBase that contains a picture 73 SmartAddresser 5 e Currency Currency fields store currency data Use the Currency field type instead of Numeric for monetary values If you specify more than four decimal places in a currency expression SmartAddresser 5 rounds to four places before evaluating the expression e integer Use the Integer field type for non decimal numeric values where performance and table storage limitations are especially important In tables the integer field type is stored as a 4 byte binary value so it requires less memory than other numeric data types and as a binary value requires no ASCII conversion e Double Use the Double field type instead of Numeric when you need more accuracy a fixed amount of storage in your table or true floating point values Reordering the Table Structure You can permanently change the default orde
105. To open a saved Search Filter follow the steps below e Click the Open Saved Filter button in the Search Editor window e Select the desired Search Filter in the Open dialog box e Click OK The Search Editor has many uses Below is an example of how a Search Filter could be created in the Search Editor for data manipulation Let s assume you have a national periodical mailing list You need to prepare a mailing for the Rural Route and PO Box addresses in your mailing list for a specific set of ZIP codes You only want to mail to current subscribers with addresses that have been CASS Certified When you re finished with the Search Filter the Search Editor window will appear as below 117 SmartAddresser 5 ES Search Editor Subscribe_ Address Begins With or Matches RURAL ROUTE Address xBegins With or Matches PO BOX xMatcbes Items in List 9340193422493446 amp Wie Aun DI By selecting the field ADDRESS and then the condition Begins With or Matches you can then input RURAL ROUTE as your first search selection When the conjunction OR is chosen the filter moves to the next line and you can repeat the process Field gt Condition gt Data Input gt Conjunction Any time you combine multiple search lines you will be using a conjunction to link them The search editor is an extremely powerful tool with almost infinite possibilities for querying your data For assistance with using the Search Editor or questions on ho
106. View window Font style Regular DE emm Regua Arial Black Italic O Arial Narrow Bold 9 Arial Rounded MT Bol Bold Italic Arial Unicode MS O Amo Pro O Amo Pro Caption Sample AaBbYwyZz Script This is an OpenType font This same font will be used on both your printer and your screen A Changing the font will only affect the display font To print labels or reports in a different font see Changing Printing Fonts TIP 58 Duplicate Detection USER DEFINED SORTING SmartAddresser 5 can sort by any field in your list The most common sorts LAST COMPANY ADDRESS and ZIP CODE are listed under the Sort menu However you can create your own User Defined sort on a single field or build a multi level sort with SmartAddresser 5 Follow the steps below to build a User Defined sort e From the Sort menu choose User Defined The User Defined Sort window will appear The first time that you open this window it will default to the Create tab to allow you to create a new sort After you have created one or more sorts the window will default to the Sorts tab where you can select an existing sort User Defined Sort Sorts 1 Select a field name 2 Order field Ascending Descending 3 Add to sort criteria 7 Sort llame P wi Sort Description IT Display unique records only D e Select a field name that you would lik
107. acceptable 3 Street standardized 4 Unit not verified 5 Leftovers found 221 SmartAddresser 5 6 ZIPMOVE match 7 LACSLINK match e Error and Warning Codes in Detail The following is a description of the SmartAddresser 5 error and warning messages in detail 1 The address is coded but undeliverable i e on side of street known to contain no houses 1700 Thomas Ave Santa Barbara CA 93101 2 The ZIP code was not found and the city and state cannot be used to determine a geographical area to search 123 Main St Invalid City Name CA 00000 3 Coding would result in changing both ZIP and city This is illegal for PO BOX and route type addresses PO Box 12345 Gaviota CA 93117 NOTE if the input city is invalid or blank then it is legal to change both city and zip for these types 4 The best match would result in too many suspicious changes 123 State Ave Santa Barbara CA 93102 NOTE AccuMail considers some addressing errors as more serious than others In order to prevent false matches AccuMail allows at most one of these serious errors Here are the errors AccuMail considers serious non blank ZIP was changed an alias match was made which requires changing street to base name non blank suffix was changed non blank directional was changed except for swapping of pre post more than 1 error in directionals and suffix 222 missing unit number i e 123 foo st apt missing SUD i e 123 foo st 1
108. aced until the look of the label or report suits your needs In addition you can preview the template before it is printed to make sure that it is perfect You do not have to be a programmer to create custom labels and reports However there are many aspects to creating and customizing templates and each has been given its own topic in the user s guide to make it easy for you to find what you are looking for Each topic is explained below See the individual topic for full instructions CREATING A NEW LABEL TEMPLATE Creating a new label template in SmartAddresser 5 has never been easier For most users the powerful Label Layout Assistant will allow you to create impressive labels in an easy to use interface Define the default printer the default Avery Label layout and even modify the column properties and content placed on the label before ever even entering the Label Designer To get started using the Label Layout Assistant you ll first need to know what basic format of label you are using If you re not sure the Template Layout will give you guidelines the Avery Label equivalent number which most standard labels have on the box the number of columns and size per label For the purposes of this topic we ll choose to create and modify a 5161 template and create a custom address block CREATING THE TEMPLATE To create your custom template you ll first need to be at the Print Settings window If you re not in the Print Settings win
109. acter 1 Field comment Input mask Caption Message Default value Display library Insert As you may notice most databases have many fields that list Character in the second column Character fields can contain letters numbers or symbols However you ll also notice the account field listed in the Table Designer is identified as a Numeric field 159 SmartAddresser 5 type Furthermore the field exp date is identified as a Date field These are the three most common field types that you ll print on a label or report and each require different expressions to combine together If you re unsure of the field types that you ll be printing or you get errors like Invalid Function Argument Type or Count or Data Type Mismatch you could be dealing with a situation where you are using the incorrect expression for the field types assigned If you run into issues like this and cannot identify the problem after reading through this topic do not hesitate to contact the SmartAddresser 5 Technical Support department where highly trained technicians can determine the cause of the problem Clearly identifying your field types and desired arrangement will make you a much more efficient list processor and printer and the Table Designer can help you reach that goal Adding Character Fields to the Label or Report Template For the next set of instructions you will be operating from within the Label or Report D
110. ain Street Alturas Articulate Sonar Desk Sets 100 W Broadway Ste 1040 Glende Alden Landings 100 N Cedar Street Alturas Jurassic Vacation 100 VV Broadway Ste 1280 Glende Bethany Apts Office 100 N Howard Street Alturas Carl Gilliland 100 E 1st Street Alturas Foxtrot Farmers Shoes 100 W Broadway Ste 510 Glende Flying Dutchman Mail Boys 1000 Henderson Street Alturas Quest Medical 100 V Fourth Street Alturas Geophysics And Earthworm Lab 100 Marion Street Dunsm The Toy Shop 100 Broadway Ste 500 Glende Sink Or Swim Pools Inc 100 6th Street Dunsm Sandy Bottoms And Rusty Shores Inc 100 VV Broadway Ste 970 Glende Grannys Ponyexpress Stuff 100 W Broadway Ste 650 Glende Terrys Atomic Symbols Inc 100 N Danhauser Street Alturas Notice the filtering of the address field with relation to the find text box We have 100 typed in the Find box and any address that does not start with 100 is filtered out of the selection in real time To use the quick find feature perform the steps below e Select the field that you want to search from the Look In pop up e Click Contains if desired e Type the data that you want to search for in the Find text box 113 SmartAddresser 5 Depending on the field type and whether or not you checked the Contains check box the Quick Find will search the data differently For example when E searching a Numeric type field without the Contains check box enabled the Quick Find will search for the exact integer If you
111. allow for ease of use and precise data manipulation The Mark window shown below for instance shows the scope radio buttons and the check boxes that are consistent throughout the program In this topic each of the radio buttons and check boxes will be explained in detail arie el ie Bun a The following are radio button selections on the consistent format windows with descriptions for each e Record Processes a specific record number It will default to the current record number However you can type in any record number for processing 36 Learning the Basics From To Processes a range of records based on the record numbers you type in By default it will be from the current record to the end of your list Next Processes the next Nth number of records starting at the number designated by you By default it will start at the current record and process the next 1 Rest Processes the rest of the list starting at the record number designated by you By default it will start at the current record Marked Processes only the marked records in your list For information on marked records see Marking Records Deleted Processes only the deleted records in your list For more information on deleted records see Deleting Records Selection Processes only the selection of records showing on your screen All Process the entire list The following are check boxes on the consistent format windows with descri
112. an choose the one that best suits your needs as shown in the window below amp Phone Format ARR 238 2989 2 e 2 A e o o A Wi Run d Follow the steps below to Format a PHONE field e From the Special menu choose Parse Phone e Select the desired formatting radio buttons e Click on the desired radio button that will best determine your scope parsing the phone field s For information on scope radio buttons see Consistent Window Formats e Click OK RECALLING DELETED RECORDS When records have been tagged for deletion they still remain in the database until you choose to Pack the Database See Packing the Database for more information If you decide that you want to make the Deleted records active in your list again you will want to use the Recall feature Follow the steps below to Recall a record that has been tagged for deletion e From the Edit menu choose Recall 86 Duplicate Detection The Recall window will appear amp Recall L e e L e ie L Eor e Click on the desired radio button that will best determine your scope of recalling For information on scope radio buttons see Consistent Window Formats e Click Recall xt You can Recall individual records in List View by clicking on the black bar to the left of the record or by clicking on the Delete Recall button in the main tool bar TIP RESTORING DATA The Restore feature in SmartAddresser 5 decompress
113. anted to create a single label line with Company Character Account Numeric and exp date date then you d need to use the following expression We ll use the Alltrim method with the conversion strings as well ALLT company ALLT STR account DTOC exp date That will print the company a space the account another space and then the expiration date fields ADVANCED EXPRESSIONS TO ADD STATIC TEXT For the last expression modification to be found within the user s guide we ll deal with adding something other than a space between fields We ll stick to the previous example but if you wanted to add Customer before the account number and Expiring prior to the expiration date you d want to use plus signs with quotes instead of the commas separating the fields You ll want to put the exact text including spaces between the quotes which are in turn between the plus signs To make it sound even more complicated those plus signs are between the fields and the functions It sounds tricky but it s not when you really look at it Functions usually have parentheses around a field name These functions trim a character field or convert numeric fields or date fields They can also be used to print portions of fields among other advanced features Any time you are printing a field with a method other than the az method you ll be adding a function of some sort to 163 SmartAddresser 5 the field name Whether it s an ALLTRIM
114. apes printed music and recorded computer readable media such as CDs DVDs and diskettes Media Mail can not contain advertising except for incidental announcements of books The maximum weight for Media Mail is 70 Ibs For more information go to http www usps com send waystosendmail senditwithintheus mediamail htm Library Mail According to the USPS Items on loan from or mailed between academic institutions public libraries museums and other qualified organizations can be sent using Library Mail For more information about Preparing the Mail Library Mail go to http www usps com send waystosendmail senditwithintheus libraryrate htm Customized Market Mail According to the USPS The United States Postal Service is changing the way businesses do mail Customized MarketMail service is a new Standard Mail option that allows you to test your creativity and send a truly dimensional mail piece of any shape or design So you can empower your marketing message and reach your customers with unique formats that demonstrate your product and encourage responses For more information go to http www usps com customizedmarketmail welcome htm Palletization The ability to prepare your mailings on Pallets This feature is available for Containers or for Packages Mail dat The industry standard Mail dat file based electronic exchange process provides a platform to support large mailers with comple
115. artAddresser 5 s Label and Report Designers it s easy to add static text and graphic images to your labels and reports Using the Report Controls toolbar pictured below you can easily add fields lines text shapes pictures and more Detailed descriptions of the buttons and their uses are found in this topic h ABI OO This Report Controls toolbar is located at the top of the Design View and allows you to modify the content found on your label or report The individual button purposes are as follows Object and Shape Creation Tools 164 Printing s Select Objects Allows you to select objects before moving or resizing them This feature is explained in Formatting Text and Objects A Label Adds a static text object to the template To use the tool click on the A Label button and then click in the location where you wish to add the text Field Allows you to place fields from a database within the template For complete instructions on adding fields in the Label or Report Designer see Adding and Combining Fields Line Allows you to create custom lines within the Design View To use the tool click on the Line button to initiate the line controls Click in the Design View where you want your line to begin and drag the mouse to the desired ending location for the line Release the mouse button and the new line is created Rectangle Allows you to create a rectangle within the Design View To use the tool
116. ascdesc barcode chkdg city cnt company congress copies country countynm_ countyno_ crrt 214 Character Character Character Character Character Character Character Character Character Numeric Character Character Numeric Character Character Character Character 50 50 50 50 14 30 50 30 30 4 Seventh Address Line Eighth Address Line Ninth Address Line Tenth Address Line Area Code Ascending Descending Code Delivery Point Barcode Check Digit City Name Presort Package Count Company Name Congressional District Code Number of Copies per Record for Periodical Mailers Country Name County Name County Number FIPS Carrier Route Number department dp dp_ dpc dpv_ dpvnotes_ email entry_date errno_ ffapplied financeno_ first group1 group2 group3 group4 Character Character Numeric Character Character Character Character Date Character Character Character Character Character Character Character Character 50 30 30 55 40 40 40 40 Contact Department Delivery Point Delivery Point Number Delivery Point and Check Digit Delivery Point Validation Codes Additional Information Pertaining to Delivery Point Validation E mail Address Date Entered CASS Certification Codes and Errors
117. ase cccccccccccssssssssseeeeessssssseeeeeesesssaseeeeeeees 119 Searching for Records within a Radius 120 Preparingthe mail eters else teet ree ie sede dilute teasers 123 Presorting the Mail 3 mne E Bai ak ied ev ee desee t bae ee REL 123 Advanced Sortation Modules A 132 Printing cef ey e ere creto ten edo e ei eae deri EE ER RR Eer EENS 134 Printing Address Eabels etre rper rare e eoe AR eeh 134 Printing Container Tags Rede ree re d eee dd did leere e dye gestes 138 Editing Label and Report Templates iis ss ees Re ee ee ee ee ee ee ee 140 Creating a New Label Template 140 Advanced Label Layout Assistant Tutorial 145 Page Layout and Page Setup 150 Table Of Contents Advanced Adding and Combining of Helde 158 Adding Text and Graphics cieni ioaea ti e a a a a a i ea 164 Formatting Text and Objects seanina a a a aia eiei i 167 Using Scripts oa be eege RST erETT yer Tee 173 Introduction to Serp EE 173 Smartaddresser 5 Scripting Tutorial 177 ele 190 Bede CEET 190 Format Dictiohnalby EEN 191 Name Parsing Dictionary RE ER ER EN ER ER ER ER Ee ede de de de AA de AA AA de AA AA AA Ad ee AA ee asas ee ee ee 193 Folders Properties Tab ses ds teet tenerte ete cuts ache Ee See re eyed ter Dek oe Gee 196 Fields Properties Tab 197 Startup Properties Fabr RE ER ee eeu ege EA 198 Validate Properties Tab 200 USPS Links Properties Tab 203 NCOA setup and Information 205 Nee EE 205 NCOA Insta
118. ation during the tray loading process The Prepare in Reverse Order check box will correct this problem by sorting the mail from the back of the tray to the front allowing the pieces to simply be picked up and placed in the tray Once you have defined all of the settings in the Presort Setup window click Presort When the presort process is completed you will be ready to print the reports tags and labels to take to the post office See Printing for further instructions a TIP Periodical Mail and Bound Printed Matter preparation requires additional setup to adhere to postal regulations See Preparing Periodical Mail and Preparing Bound Printed Matter Mail for full instructions ADVANCED SORTATION MODULES 132 There are many advance sortations modules added to SmartAddresser 5 These include Bound Printed Matter According to the USPS Bound Printed Matter is material that consists of advertising promotional directory or editorial material that is securely bound not loose leaf binders consists of sheets of which at least 90 percent are imprinted by a process other than handwriting or typewriting contains no personal correspondence and is not stationery such as pads of blank printed forms For more information go to http www usps com rates bound printed matter rates htm Media Mail According to the USPS Media Mail service is a cost efficient way to mail books sound recordings recorded video t
119. below 14 Getting Started Open Setup gt 1 Select the Input File Comma Separated Text Format c pragram files datatechismartaddresser 2020 5 Odemoldemofile csv gt 2 Save the New Output File to this Location kd ciiprogram files datatechismartaddresser 2020 5 O demo demotile dbf gt 3 Assign the Field Names Field List Input File Data 4 4 b M seco firm v Parse Ci addr a Parca Sone cistzp v Validate v Find Dups v Presort In the Open Setup window you can select options to automatically proceed with specific functions of a mailing the core options of optimizing validating finding duplicates and presorting For the purposes of this tutorial we will perform these steps manually however Let s continue e Check the following boxes and review the explanation of each e Use Header Check this box to use an existing Header Record typically the first record in an Input File as field names in the SmartAddresser 5 Database This refers to the Auto Field Maps table to determine recognized header record field names Unrecognized names will not be used for default SmartAddresser 5 functions SmartAddresser 5 uses a table found in the Properties window File gt Properties gt Fields called the Auto Field Maps table to determine what fields are recognized by the software If your header record contains a recognized field name then the corresponding SmartAddresser 5 field will be X automaticall
120. but was not an exact match 11 AZIPMOVE match was made but no exact match could be found in the new ZIP 12 The Early Warning System indicates that an exact match will become available in the next database update 13 There are multiple matches with the same degree of confidence This may indicate an inconsistency in the USPS data 14 Incorrect suffix directional street name or unit resulted in multiple matches with the same degree of confidence 15 Incorrect ZIP city or urbanization resulted in multiple matches with the same degree of confidence 16 Acorrected field was too long to fit into the supplied field 17 Media Error The database could not be read because of a hardware or system problem Warning Summary List A Normal street match B PO BOX match C Route type match D Unique ZIP match E Small town match F Alias match G Highrise alternate match H Firm match Highrise match J Highrise default match K Route default match L Street name corrected M Street suffix corrected N Predirectional corrected O Postdirectional corrected P City corrected Q State corrected R ZIP corrected S Urbanization corrected T ZIP 4 corrected U House number corrected V Unit number corrected W Secondary unit designator corrected X Firm corrected Y Street swapped with firm Z Street swapped with alternate O Dual address changed to PO BOX 1 Dual address street match 2 Input city is not preferred but is
121. cT 9 cross reference 50 78 191 build iih ntes 78 191 ie EE AE ER aaita 3 93 213 ar OE 93 AR EE ER ER EE 9 dE 77 Center innere eese nene 77 Ctrl key sesse sessie dese ee 78 el SE 78 CUP EA E EE re reketa Eria 38 Ctrl C eener eene 38 66 101 pressing EN 101 Ctr EG LR RE Ctrl tH deen gees Weg geen EE EE ee ee ger CURIE 5 EE EE EE n unb Big Pr CUPL FO sesso P P diie EE RE RE e conte BEA N OE heaves Ctrl EW OE EE ik SEER AE EE BEA EE NR ieri eiae See Culver City Cumberland Foreside ME 04110 219 CUFTenCy AAR OE OE 70 Current Resident 75 CUSTOM 7 netter ier een 3 CUStO T txt ET n pn 3 Custom Market Mail 3 Customizing Your Validation Settings 9 CUt RA 38 66 D D Unique ZIP 219 DAD eege AE 3 Data 5 38 46 54 62 66 77 78 87 89 93 113 193 194 196 200 203 213 Exporting esse raara iinki iea 54 Formatting 78 93 200 Restoring 45 1 eee ie 87 Validating sesse ee 93 data becomes ee ee 89 Selection esse aiies 89 Data iNTO sesse ees conos Se dk ne dae ru de 51 75 al RE EE Es 75 IMPOFtINE esse 51 Data Typ 6s esse siens sees ge eN Ed se 70 Database 9 50 53 63 68 69 70 80 84 86 89 92 93 107 123 194 196 198 OptiMize enrio 9 53 80 92 PACK SERE AE EN 68 84 107 See Optimizing
122. cate Detection 3 5 9 107 109 Duplicate Detection Overview 107 Duplicate records 69 107 Duplicate Records file 107 Duplicate Records Report 9 Duplicate window 33 53 69 d ring eerie eate 3 92 93 123 CASS Certification 3 ll E 123 Validation uiii 92 93 DVD Drees ssec eoe ER EN 32 E E Small 5 1 2 iei 219 E EE N EE RE 3 Early Warning System 219 edit 42 44 59 63 66 68 69 70 190 191 194 SE EN Ed 190 Auto Field Maps 194 Auto Map Field List 44 Field LISE aiios 42 Format Dictionary 191 MOVE tT 59 Table Design 42 70 Table Structure 70 Edit Auto Map Field List button 44 197 Edit Field List button 42 197 Edit menu 63 64 66 68 69 70 81 84 86 88 197 Edit gt Pack Database 9 selecting ddr N 9 GT UR 207 213 E EUR 3 33 64 e mail o ee Iis 213 E Mail Capability 3 E mail Support 207 e malled ON 64 TR eset ex aged 3 EMM Trays e eere nene nnn 123 EMM Trays Only item 123 Select Ju nee ree eee 123 ue R Ed 54 Enable 9 78 93 11
123. censed hereunder you will receive a full refund of the unamortized license fee paid by you to Smartsoft THIS REFUND IS YOUR SOLE REMEDY IN THE EVENT OF A SUBSTITUTION OR WITHDRAWAL OF THE PRODUCT BY SMARTSOFT 8 No Warranty THE PRODUCT IS PROVIDED AS IS AND WHERE IS USE OF THE PRODUCT IS AT YOUR OWN RISK TO THE MAXIMUM EXTENT PERMITTED UNDER LAW SMARTSOFT DISCLAIMS ALL WARRANTIES EITHER EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTIES OR MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE SMARTSOFT DOES NOT WARRANT GUARANTEE OR MAKE ANY REPRESENTATION REGARDING THE USE OR RESULTS OF THE PRODUCT UNDER NO CIRCUMSTANCES SHALL SMARTSOFT TO THE MAXIMUM EXTENT ALLOWABLE UNDER LAW BE LIABLE FOR ANY DIRECT INDIRECT SPECIAL CONSEQUENTIAL OR INCIDENTAL DAMAGES INCLUDING BUT NOT LIMITED TO DAMAGES FOR LOSS OF BUSINESS PROFITS BUSINESS INTERRUPTION LOSS OF BUSINESS INFORMATION OR OTHERWISE ARISING OUT OF THE USE OR INABILITY TO USE THE PRODUCT EVEN IF SMARTSOFT HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES SOME STATES AND JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INDIRECT DAMAGES THEREFORE THE FOREGOING LIMITATION MAY NOT APPLY TO YOU 9 Remedy SMARTSOFT S TOTAL LIABILITY AND YOUR SOLE AND EXCLUSIVE REMEDY UNDER THIS LICENSE AGREEMENT SHALL BE AT SMARTSOFT S OPTION EITHER A A REFUND OF THE UNAMORTIZED LICENSE FEES PAID TO SMARTSOFT HEREUNDER
124. ch check box as listed below Delete blank records Searches the database for blank records and tags the record for deletion Delete foreign records Looks in the ZIP field and searches for any ZIP code that begins with a letter and tags the record for deletion Pack database Permanently removes all records that have been tagged for deletion from the database 92 Duplicate Detection Resize field widths Analyzes the data in each field and determines the longest value then reduces each field length to the minimum size necessary to hold the respective information Also resizes any field that has a required length to the required width For example it resizes the ZIP field to a width of 10 Order database for optimum performance Permanently sorts the database by 5 digit ZIP code city and address to increase performance during Validation and Presort Rebuild indexes SmartAddresser 5 creates indexes during processing The indexes are stored so that they do not have to be recreated each time you repeat a process For instance if you were to choose By Company from the Sort menu SmartAddresser 5 would create an index for sorting your list by company All indexes are deleted during optimization If you would like the program to rebuild the indexes that you have already created during processing check this box e Click Optimize For more information on deleting records or tagging records for deletion see Deleting Re
125. change it Do not browse to a new location the Import Maps folder will be selected automatically and only import maps saved in the Import Maps folder will be displayed in the pull down menu Click Save Notice that your Import Map has been saved so that you can select it in the future from the Import Map pop up To delete the Import Map click the Delete button x For information on the check boxes in the Open Setup window see Import Options AUTOMATIC FIELD MAPPING SmartAddresser 5 has a built in automatic mapping feature that contains a cross reference of commonly used field names in Header Records typically the first record in an Input File For example the input field FIRST NAME is equivalent to FIRST in the Field List because it is referred to in the Auto Map Field List window Common Auto Maps are already setup within the program However if you would like to add your own Auto Maps you can edit the Auto Map Field List The Auto Map Field List can be modified in the SmartAddresser 5 Properties or in the Open Setup window 44 Click the Edit Auto Map Field List button al The Auto Map Field List window will appear Duplicate Detection RW Auto Map Field List CONTACT CONTACT FI EXECFULL FIRST FIRSTNAME FIRSTNM FIRST NAME FNAME e Select the desired Default Field Name from the Default Field Name pop up e Click the New button n e In the newly created record type in the equivale
126. ching horizontally across the screen These bands govern the vertical height of various parts of a template A description of each of the bands is provided below Title not pictured A Title band can be created for various purposes You may wish to insert a cover paragraph on the first page of a label sheet or report or maybe just the client s name at the top of the label print job with a job description For instructions on creating a Title band see Creating a Title or Summary Band Page Header At the top of the template is a Page Header band A Page Header usually contains a combination of fixed and variable data or blank space A Page Header on a report might include the report title date or page number A label typically won t need a Page Header unless the labels are setup on cut sheet laser printers and have a margin at the top of the sheet Continuous feed labels typically do not include a Page Header The Page Header band can be adjusted to allow for the unprintable area at the top of the page Column Header If you select more than one column for your report or label you have the option to include a heading at the top of each column that will print on every page The Column Header information should be typed in using the Text Tool on the Tool Bar See Formatting Text and Objects for information on using the Text Tool For information on adding columns see Page Setup later in this topic Detail The Detail band is the physical area
127. ck and drag to TIP expand the window for a better view Your objective is to determine the field widths in the Fixed Length File Setup window Your file data will be displayed in the Sample Record along with the name and 46 Duplicate Detection location of the Fixed Length text file There are four different techniques for you to choose from when defining a Fixed Length Text file structure Each technique is described in detail below Technique 1 d e Click the cursor at the end of the first field and click the plus button sl Notice that the data from the fist field moved to the Sample Data area and SmartAddresser 5 filled in the field Type and Length Also notice the cursor in the Sample Record is now located at the beginning of the second field e Repeat the above steps until all of the fields are defined in the Sample Data e Click OK The Input File Data will be displayed in the Open Setup window e See Opening a New List for further instructions Technique 2 e Left click with your mouse at the end of the first field and then right click to select the field break Notice that the data from the fist field moved to the Sample Data area and SmartAddresser 5 filled in the field Type and Length Also notice the cursor in the Sample Record is now located at the beginning of the second field e Continue to left and right click at the end of each field until all fields are listed correctly under Sample Data e Clic
128. click on the Rectangle button to initiate the rectangle controls Click in the D Design View where you want your rectangle s upper left hand corner to be and drag the mouse to the desired location for the bottom right hand corner Release the mouse button and the new rectangle is created Rounded Rectangle Allows you to create a rectangle with rounded corners CH within the Design View Use the same method that was described in the Rectangle description above om Picture OLE Bound Control Allows you to insert an image file into the Label or ei Report Designer To insert an image use the following procedure OLE Click on the Picture OLE Bound Control button Position the mouse where you want the upper left hand corner of the picture to appear Click the left mouse button and drag to the lower right hand corner of the desired picture location Release the left mouse button and the Report Picture window appears 165 SmartAddresser 5 Report Picture Picture from File kd C Field OK Cancel Print When If picture and frame are different sizes Clip picture Scale picture retain shape Scale picture fill the frame Object Postion Comment Choose the appropriate radio button in the Picture From area Choose File if you are selecting a single picture to be inserted into the label or report The Field option is for the advanced SmartAddresser 5 5 0 or Visual FoxPro user and it
129. column alignment and size within the Label Layout assistant by using the easy to read Columns section complete with a visual diagram that appears on the right when you set one of the column boxes to active as shown in the image below 141 SmartAddresser 5 m Printer Driver UsB001 m t m Template Layout 5161 Avery 2 Across 1 x 4 v Columns Number 2 Spacing 0156 Height 1 000 Top Margin 0 500 idth 400 LeftMargin 0425 2 Default Address Blocks A Top Indent 0 000 Left Indent 0 200 Uppercase Using the column setting text boxes in conjunction with the diagram that appears to the right with any box active it s very simple to set up the specific dimensions of your templates Description of the settings are found below Number Adjusts the number of columns on your label sheet Height Adjusts the height of each individual label Width Adjusts the width of each column The setting is universal for all columns so you only set the width once Spacing Adjusts the spacing between columns creating a gutter of unprintable area in case your label sheet has center dividers between the labels Top Margin Adjusts the margin from the top of the label sheet to the top of the first row Left Margin Adjusts the margin from the left side of the sheet to the left side of the first column y It s recommended to start with the left side of the Columns area to define Q the
130. cords VALIDATING THE DATA SmartAddresser 5 includes a unique style of record validation that allows the user to set up and save the validation settings with check boxes The check boxes are set up in three categories Integrity Personalize and Output This great feature provides the user with ultimate control over the outcome of their validation process At Datatech SmartSoft our goal is to meet all the needs of our customers Some users may only need to add the ZIP 4 and barcode to their data Other users may need to add county data or preserve the original address data During validation the program will look in up to ten address fields for data beginning in the ADDRESS field and will continue checking ADDRESS2 through ADDRESS10 until it finds a valid address match When the program finds a match in any of the aforementioned fields the validated address is swapped with the data in the ADDRESS field If an apartment suite or building number is required to validate an address the 93 SmartAddresser 5 program will search the address fields to the right of the field where the data is located and combine it with the data in the address field to complete validation When records are processed through validation the program will determine if the record is Deliverable Undeliverable or Multi matched SmartAddresser 5 will update a Deliverable record with a ZIP 4 Barcode and CRRT information along with any other information that you
131. cords uictor tee reet vse See AE eset EG 81 die EE ER EE EE deed te RR EE I RE 82 Packing the Database ts resessie ede iret Se Re oe OR So ee ge 84 Parsing the First and City Fields NENNEN 84 Parsing the Phone Fields cree teen eerie ee eae none ER GR GP eg Ee eds 85 Recalling Del ted Records 1 ertet tenen noe e tah Po rinde 86 Restoring Data EE SE creed eee e eee nu na oe Se ee Ee Ne Ee ee ve Se RE Ee eer De ge er ee 87 Reversing Deleted Records 88 SmartAddresser 5 Showing the Dat erret eie Pneu it n EE a ees ee 89 CASS Certification and Optimization ccccccccssccccesscccesssceecesseecessseecessseeccessseeesseeeeesaees 92 Optimizing the Database iis recreo nene inea n veces aerae ee eua eaae eee Page un gee ee 92 Validating the Data Ee orte ee RARE Eege 93 LOOKING up Addresses tre itte heh rk bake Fa de PART EET ESA ons deed 101 Interacting with the USPS Database sssssssesseeeeeeeee nennen nennen nnns 103 D plicate Det ctlOn iom tiere en rh RD OE NEP SE 107 Duplicate Detection Overview nennen nennen nnne nnn 107 DIR dade RE EE roD E GER E Tere Xe o Ye Funde Lo OR ID BOR 109 User Defined Detection cceccecceseesceeseteeceseceseceseeaeeeaeeeaeceaeeseeeaeceseseaeeeeseeeaeenaetaes 111 Searching and Querying Data 113 Basic Searching Zeg ee ete eet Aron t Oa RT Aree E rU Eee ED we ee ee EE ee ER 113 Advanced Searching n ot eee OE t eet e 114 Creating a ZIP Codes in Radius Datab
132. ctions within SmartAddresser 5 manually e Click Import The fields First and City will be parsed and the import process will be complete You will then see the List View in SmartAddresser 5 displayed Oh screen Optimizing the Database From the List View the first step you ll want to perform after Importing is to Optimize the Database Performing an optimization greatly enhances the speed of processing within the SmartAddresser 5 environment To Optimize first click Special gt Optimize Database to bring up the Optimize Database window With SmartAddresser 5 you can determine the extent of optimization with the check boxes shown 16 Getting Started Ve Optimize Database N e Leave the default boxes checked and click Optimize As soon as the Optimization process is complete close the window if Auto Close is not selected in which case it will close on its own Validating Records The next few steps will describe how to validate or CASS certify records This process adds the 4 to your ZIP code the Carrier Route and Delivery Point Barcodes to all of your records that are determined to have a matching range within the USPS Database Validating is required if you want to presort for automation rates The Validate Records window offers many features to control the output and integrity of your data after CASS certification e From the Special menu click Validate Records The Validate Records window will appear 1
133. d Percentage Selects the percentage of the list that you enter in Quantity Selects the quantity that you enter from the list The number of records that you type in will be selected in increments from the list For example if you have 1 500 records in the list and you enter 500 every third record will be selected e Click on the desired radio buttons and check boxes that will best determine your scope for Nth Selecting records For information on scope radio buttons see Consistent Window Formats e Click Select 83 SmartAddresser 5 PACKING THE DATABASE Packing the database permanently removes all items that are tagged for deletion from the list Use Pack Database to compact your database and rebuild the indexes When the database is being compacted the records that are tagged for deletion are removed freeing up dead space Follow the steps below to Pack the Database e From the Edit menu choose Pack Database or click the Pack Database button in the toolbar A warning will appear stating how many records are tagged for deletion and asking if you want to make a backup of the records If you click Yes a Save As dialog box will appear A final warning will appear letting you know that the records will be permanently deleted from the list PARSING THE FIRST AND CITY FIELDS SmartAddresser 5 s Parse feature separates components when they are in the same field for the name and for the city state and zip For
134. d SmartAddresser 5 will display the file type information and the location of the file If the file is determined to be a Fixed Length Text format a Fixed Length Setup window will appear See Opening Fixed Length Text Formats for complete instructions If the file is determined to be a Label format a Label Format Setup window will appear See Opening Label Format Files for complete instructions See Mapping the Fields for instructions on matching the fields in the existing database to the file that you are importing Only mapped fields will be imported Click Import Duplicate Detection uw For information on the check boxes in the Import Setup window see Import Er Options TIP IMPORT OPTIONS There are eight check boxes in the Open Setup window The check boxes enable processing to automatically begin after the file has been imported With the exception of the Use Header check box all of these features are available from the menus within the program after the file is imported So if you prefer to view your list before processing do not check any of the boxes Each checkbox and its function is explained below Use Header Check this box to use an existing Header Record typically the first record in an Input File as field names in the SmartAddresser 5 Database The field names that match our default names will be moved from the Field List to the Input File Data automatically just as if you matched them manually
135. ddress block creation Your Mail Merge Fields area should now resemble the following image Mail Merge Fields lt lt Barcode gt gt lt lt Cont_id gt gt lt lt Gpb_id gt gt lt lt Endorse gt gt Valued Customer lt lt First gt gt lt lt Last gt gt Dr Current Resident Address City Sb lt lt Zip gt gt w ll The final step is to give the template a name using the Save Label Template As line For the purposes of this tutorial we ll call it 5161 Tutorial Type your desired label template name in the Save Label Template As line Click Preview That s all there is to it Here is our completed template using the instructions found in this tutorial 149 SmartAddresser 5 Ill ull unl del LI als hll alu ilis IL lun Ill ll 1 1 XXXXXXXXXXXX ECRLO T OOU5A C 021 Valued Customer Harlan Plowman Or Current Resident 5200 INGLEWOOD BLYD APT 201 CULVER CITY CA 80230 5871 Close the Preview and click the Save button to return to the Print Settings window You ll see your newly created template in the Template pulldown You re ready to print and congratulations on creating your first fully customized label template using SmartAddresser 5 s powerful Label Layout Assistant PAGE LAYOUT AND PAGE SETUP SmartAddresser 5 s Label Designer makes defining the Page Layout and Page Setup simpler than ever The Label Designer is where you ll be able to define the exact settings of the t
136. ddresser 5 program SmartAddresser 5 launches the same way that most other Windows based programs do on your computer from the Windows Start button select Programs gt Datatech SmartSoft gt SmartAddresser 5 The program will open and you will be at the appropriate screen to begin this tutorial You may want to print this page to refer to as you work with the software for the first time Opening a Delimited Text File Delimited text simply means that a file normally an ASCII text file has the same character or characters that separate one field from another The two most common Delimited Text files are Tab and Comma Separated text where either a tab or a comma separates the fields Most programs available on the market today have the ability to create a file in one or both of these formats The feature most associated with creating this type of file in programs is called Export or Save As When a file of this type is created the file name normally ends with txt or csv For your first procedure in SmartAddresser 5 you will learn what each of the different choices available to you in the Open Create screen mean and open our demonstration comma delimited data file When you open SmartAddresser 5 the first screen you see is the Open Create screen shown below 10 Getting Started amp Open Create Open a File Gd eh O Open a datakase fromthe list box L1 Prepare database for mailing Database Database Path Demofi
137. der Last Folder Uses the folder that was used last in the respective window Folder 196 Properties Uses a folder that you determine by clicking on the browse button and selecting a folder from your hard drive e Choose the desired radio button under each category e Change the default folder for your temp files if desired under Working Disk e Click OK FIELDS PROPERTIES TAB In Properties the Fields tab allows you to define automatic field mapping with access to the Auto Map Field List This feature is used when opening files with a header record Additionally the Fields Properties allow you define the Default Field Names and Attributes for new databases This feature applies in the Open List and Import List windows as well as when you create a new blank database In Fields Properties you can also change the default database structure to be used when creating a new blank database Follow the steps below to modify your Fields Properties e From the Edit menu choose Properties e Click on the Fields Properties tab The Fields Properties window will appear amp Properties Dictionaries Folders LISPS Links Startup Validate User Auto Field Maps Used in the Open List and Import List window Automatically add missing fields to database el Default Field Names and Attributes for a new database Used in the Open List Import List and Export List windows and is the default structure for a new database Di
138. details Non Machinable Mail pieces that are of the correct aspect ratio and thickness to be processed through automation equipment yet will not have a barcode printed on the piece will be classified as non machinable Selecting Non Machinable from the Type pull down will provide the applicable nonautomation postage rates and print tags with the MACH identifier required by the USPS Manual Manual pieces are pieces that exceed the limitations set forth by the USPS for machinable mail Typically these pieces will be too thick or the aspect ratio will be too small or an equally problematic issue for automation equipment Selecting manual will give you the same nonautomation rates as Non Machinable in most cases but will also print MAN on the container tags required by the USPS The Print Barcodes Checkbox The Print Barcodes checkbox is the final determination within SmartAddresser 5 as to whether your mail will receive automation discounts or not If you select Machinable in the Type pull down then you can enable the Print Barcodes option If Non machinable or manual is selected in the Type pull down then the checkbox will be dimmed Pay Type pull down The Pay Type pull down allows you to select your payment method for the mailing The available options are Imprint Meter or Stamps SmartAddresser 5 automatically checks the appropriate 127 SmartAddresser 5 payment box on the mailing statement that corresponds
139. dow click on the Labels button from the Print Presort window if operating from within a presort or File gt Print gt Labels if operating within the List View Click on the New button Fl You will be presented with the Label Layout Assistant window 140 Printing i Label Layout Assistant ge Welcome to the Print Layout Assistant Use the Print Layout Assistant to easily create a Label or Envelope Templates P i e Direct Imprint Z D MAJ 5 Database Fields lt lt First gt gt lt lt Company gt gt lt lt Address gt gt The Label Layout Assistant makes it easy to specify the exact dimensions of your label Begin by selecting the desired printer that you ll be printing to From the Printer Driver pull down menu select your desired printer driver that is installed on the system The printer driver pull down will list the actual drivers installed in the Windows Control Panel If you do not see your printer listed you ll need to install the recommended manufacturer printer driver for your printer model first Next the appropriate Avery Label equivalent will be selected If you don t know the Avery Label number you can review the basic descriptions that are included with each template name The description will tell you if it s a 1 Across 1 column label or 2 Across 2 column etc as well as the individual label size MODIFYING THE COLUMN DIMENSIONS It s possible to adjust every aspect of the
140. e next screen will ask for your Information You will need to enter your customer number This number will be on your Welcome Letter it begins with a 99 After you enter this information click Next e SmartAddresser 5 0 InstallShield Wizard Customer Information Please enter your information User Name Sandi Devlin Organization atatech Smartsoft Customer Accountst See mailing address label Install this application For Anyone who uses this computer all users only For me Sandi Devlin SmartAddresser 5 5 The next two screens allow you to select the destination directories of the Program and the validation database You should just select the default ie SmartAddresser 5 0 InstallShield Wizard Destination Folder t Click Next to install to this Folder or click Change to install to a different Folder d s Install SmartAddresser 5 0 to C Program Files Datatech SmartAddresser 2020 5 0 6 Click Install on the next screen and the software will begin the installation process 7 This screen will let you know that the installation is complete Getting Started ie SmartAddresser 5 0 InstallShield Wizard InstallShield Wizard Completed The InstallShield Wizard has successfully installed SmartAddresser 5 0 Click Finish to exit the wizard Launch SmartAddresser 5 0 Simply Click Finish then continue to the next section to begin the tutorial Once you are finished insta
141. e the toolbars running down the left hand side and across the top of the Label Designer There are three toolbars available to create and manipulate text and objects including the color palette REPORT CONTROLS TOOLBAR El Al OO a The Report Controls toolbar contains the tools to add static text fields and graphics See Adding and Combining Fields or Adding Text and Graphics for instructions on using the tools available on this toolbar LAYOUT TOOLBAR E ST ios ex D EBD EN ES T3 The Layout toolbar allows you to manipulate multiple objects in reference to one another The tools found on this toolbar only enable when you have more than one object currently selected within the Design View To select more than one object either drag a selection box around the desired objects or shapes within the Label or Report Designer or hold the Shift key on your keyboard while single clicking on each object that you wish to toggle as active E Align Left Sides Aligns the left edges of selected objects 168 Printing Cl Align Right Sides Aligns the right edges of selected objects oft Align Top Edges Aligns the top edges of selected objects oll Align Bottom Edges Aligns the bottom edges of selected objects Align Vertical Centers Repositions the selected objects so that they all have the ls same vertical center Align Horizontal Centers Repositions the selected objects so that they all have o the same horizontal
142. e to modify Refer to the specific Properties topic for further instructions 195 SmartAddresser 5 FOLDERS PROPERTIES TAB The Folders Properties allow you to choose a folder location to default to when opening files saving databases saving backups opening lists and saving exports You can also choose a default folder to save temporary files to The default folder is always the SmartAddresser 5 folder and temp files are saved to C WINDOWS TEMP This feature gives you ultimate control over where your data will be created and or saved Follow the steps below to adjust your folder Properties e From the File menu choose Properties e Click on the Folders tab The Folder Properties window will appear amp Properties Dictionaries i USPS Links Fields Startup Validate User Open Databases Open Presorts Default folder Default folder Last open folder Last open folder Ome amp J Or IG Save Databases Save Exports Default folder Default folder Last save folder Last save folder Groe ID ol IG Save Backups Working Disk Default folder C AWINDOWS TEMP Last backup folder ol IG As shown above the Folder Properties are divided into six categories Each category has the same radio buttons to choose from except for working disk and these buttons are explained below Default Folder Uses the default folder which is the SmartAddresser 5 3 0 fol
143. e to sort from the pop up e Choose the Ascending or the Descending radio button The Ascending option will sort the list from lowest to highest and the Descending option will sort from highest to lowest 59 SmartAddresser 5 If you are creating a multi level sort on more than one field and you sort one X field in Ascending order and another in Descending order your indexes will be e permanently rebuilt Once this is done there is no way to return the list to its original order A warning will appear on your screen declaring the pending index TIP restructuring before the sort is performed e Click the Add button to add the field to the sort criteria The sort will be automatically named after the first field that you Select with the word my in front of it for example mycompany Typing a new name into the text box will change the sort name The next time that you want to use the sort sequence select it from the Sorts tab e Continue to add fields as desired by repeating the above steps e Click Display The records will be displayed in sort order on your screen Au To save a sort that you have created click the Build Sort Keys button When you are ready to sort the list click Display TIP Use the Edit text box to enter Foxpro Expressions so that you can define the sort more closely For example if you were to sort on the ZIP field and you only wanted to consider the 5 Digit ZIP the Expression would be left zip 5
144. ed and can be updated from within the USPS Database window The alternative is to choose Interact from the Special menu Then click on an address and press Ctrl L on the keyboard or from the Special menu choose Validate this Record In this case deliverable addresses will be Validated and the USPS Database will not be displayed until an Undeliverable address is discovered Follow the steps below to Interact with the USPS Database and Update addresses in your list from within the USPS Database e Select an address in your list that you would like to correct or view in the USPS Database e You may want to Show your Undeliverable records before beginning this process if your goal is to work on this set of addresses and correct them The USPS Database will move through each address in your selection when in Batch Mode as you Update See Showing Data for more information on Showing selections of data e From the View menu choose USPS Database The USPS Database window will appear The window will automatically query to your Input Address location in the USPS Database The Input Address is displayed in the window If no database is opened the windows will open to default values 104 Duplicate Detection AccuMail Address Browse Your Input Address Replace With Ganem amp Ganem 6 Alexandur Alexander Ave Buffalo N Y Buffalo NY 14211 ZIP State City Street ALEXANDER 14209NY Buffalo ASt 14209NY Buffalo Academy Hd 14210NY
145. eement is an agreement between you and Datatech SmartSoft Inc and its Development Partners SmartSoft and shall govern your use of this SmartSoft proprietary computer software product the Product INCORPORATED IN THE PRODUCT IS A CONFIDENTIAL AND PROPRIETARY DATABASE PRODUCT DEVELOPED BY THE UNITED STATES POSTAL SERVICE USPS PLEASE READ THIS AGREEMENT FULLY BEFORE INSTALLING COPYING DOWNLOADING OR OTHERWISE USING THE PRODUCT AGREEMENT 209 SmartAddresser 5 SMARTSOFT IS WILLING TO LICENSE THE PRODUCT TO YOU ONLY UPON THE CONDITION THAT YOU ACCEPT ALL OF THE TERMS CONTAINED IN THIS AGREEMENT IF YOU DO NOT AGREE TO THE TERMS OF THIS AGREEMENT YOU ARE NOT AUTHORIZED TO INSTALL COPY DOWNLOAD OR OTHERWISE USE THE PRODUCT 1 Entire Agreement This Agreement shall constitute the entire agreement between you and SmartSoft governing your use of the Product If you previously have executed a License Agreement for the Product with SmartSoft the terms and conditions of this License Agreement shall supersede the terms and conditions of any previous License Agreement 2 Grant of License In consideration of your completion of the registration form for the Product and for other good and valuable consideration SmartSoft grants to you a non exclusive non transferable license to use the Product consistent with the terms and conditions of this Agreement 3 Ownership of Software The Product and accompanying documentation the Docu
146. ek 3 mail addi rete 9 Mailing Pieces 9 Printing eese 9 mailpiece rete 123 Mailpiece Size Calculator window 9 ODOM WEE 9 mailpieces rre 9 EI ER EE EE E 54 93 191 Main E 93 191 219 Tu CG 3 69 86 Deleted heres 86 Open Create window 3 Managers eeeeeeee eene eene ntn 3 Mapnping EE Ed 42 Fields SE ee n AE eS 42 Mapping Sequence 42 Saving cesses 42 Mark Matches 114 Mark window 36 38 63 81 Marked Processes 36 Marked records 36 114 Marking 63 81 89 213 Field Used 213 Records nece Denier hits 81 VIO Wi EE Ee 81 Want Jueces ENNEN See oi ge Bee EE EE 81 Marking Records 63 89 Match Codes 111 butlding esse esse ee ee 111 SAVE les SR ES ENE Ee Se ERG EE Eed cui 111 Matches 9 89 93 114 193 194 Auto Field Maps iee esse ee ee 9 Robert ese gs ee EE ed oes 9 Matches Santa Barbara AND 114 matchflag eren 213 Maximum eese ee eene 123 Mayaguez PR 00680 219 Mcbaine ure rper EE 78 Media Error eee 219 Media Mail esee
147. eld or has blank CITY STATE and ZIP fields Address Blank Tags any record for deletion that has a blank ADDRESS field Foreign Tags any record for deletion where the ZIP field data begins with a letter Undeliverable Tags any record for deletion that SmartAddresser 5 determines as undeliverable during the validation process Multi matched Tags any record for deletion that SmartAddresser 5 determines as Multi matched during the validation process Incomplete 5 Digit ZIP Tags any record for deletion that still does not have a complete 5 digit ZIP code after the validation process Duplicate Detection For more information on deleting records or tagging records for deletion see Deleting Records Personalize Check Boxes Expand Components Pre direction Expands the Pre direction in the ADDRESS field For example W to West Suffix Expands the Suffix in the ADDRESS field For example Ave to Avenue Post Direction Expands the Post Direction in the ADDRESS field For example SW to Southwest Secondary Name Expands the Secondary Name in the ADDRESS field For example Ste to Suite or Apt to Apartment State Expands the State in the ST field For example CA to California Abbreviate Address Abbreviates the address length to the number of characters that you specify The address length must be between 25 and 40 characters Abbreviate City Uses the abbreviated city names in the USPS
148. elected text 67 SmartAddresser 5 DELETING RECORDS The Delete feature allows you to tag records for deletion Once you have determined that you want to permanently delete the record you can use the Pack Database feature Deleted records will be tagged with a black bar to the left of the record in List View and will be dimmed By default deleted records are not included in many processes in SmartAddresser 5 However most windows include a check box so you can choose whether or not you want to include the deleted items in the process Follow the steps below to tag records for deletion To Delete one record at a time e Click on the record that you want to delete e Click on the Delete Recall button in the toolbar The record will be dimmed in the list and a black bar will appear to the left of the record To Delete a group of records e From the Edit menu choose Delete The Delete window will appear Dolto compres eo Delete Window 68 Duplicate Detection e Click on the desired radio button that will best determine your scope for deleting records For information on scope radio buttons see Consistent Window Formats e Check the Pack Database box if you want all deleted records PERMANENTLY removed from your database e Check Recall Deleted to recall all previously deleted records in the list if desired e Check Backup Deleted or Compress Backup if desired When you chose to backup your deleted items
149. elete Record If 93 Delete Settings Name button 123 Delete window 68 Delete Recall button 68 86 e ei Ale 86 Deleted Processes 36 Deleting records 36 93 114 Delimited Text 9 Delimited Text File 9 Opening 9 Deliverable 38 89 93 114 Deliverable record 93 deliverable non deliverable records 9 Delivery Address 219 Delivery Point 93 213 UE 93 Delivery Point Barcodes 9 DIR OE enone sdasdeossiniooun dasa in gan 9 demofile 5 3 2 m emere 9 demofile csv eeeeeeeeeee 9 Descending 59 Destination Delivery Unit 123 Detail 2 sacs see diese 46 219 Detail Egg erri e eene 3 Dictionaries Folders 194 Dictionary 78 193 194 Enable ier train 78 Dictionary Enable 107 234 P icm M 93 directionals esses 219 Disk button 46 54 111 Click zii teorie 46 display 33 35 40 46 53 59 89 194 198 213 Backup window 33 Command window
150. emplate you re using as well as adjust the individual label height number and size of columns in a custom environment and assign individual printer drivers to templates It is recommended that you first use the Label Layout Assistant found in the Creating a New Label Template topic as most of these procedures are taken care of automatically for you However if you simply want to modify a pre created template or one of your own creation you ll find the information within this topic useful IDENTIFYING THE PAGE LAYOUT BANDS We ll begin from the Print Settings window If you re not currently in the Print Settings window click on the Labels button if operating from within a presort or File gt Print gt Labels if operating from within the List View Once in the Print Settings window follow the instructions below to adjust your page layout and setup Select your desired label template from the Template pull down menu For the purposes of this topic we ll use the 5161 lbx template Click on the Edit button to open the Label Designer The Label Designer is shown below 150 Printing gt SmartAddresser 5 0 v5 3 31 File Edit Select Sort Special View Additions Help Format Report 5 JAm r metm asj I x d exce mg E ES S i Label Designer 5161 lbx DEE 0h IE 3 n IE rd ge e a Page Header i EHNE NZE RANTA ee Now that you re in the Label Designer you will notice the gray bars called bands stret
151. er fields to store text information such as names addresses and numbers that will not be used in mathematical calculations such as prices quantities and sales amounts Character fields have a default width of 10 and can be a maximum of 254 characters Numeric Numeric fields store numbers that will be used in mathematical calculations such as prices quantities and sales amounts Numeric fields have a default width of 20 and can be a maximum of 20 digits Float Duplicate Detection Float fields specifically store scientific data Float fields have a default width of 20 including an optional plus minus sign and decimal place Date Date fields store dates in a date format Date fields have a default width of 8 2 digits for day 2 for month and 4 for year Dates will be displayed with a forward slash separator in the field DateTime DateTime fields store values that are either dates or times or both DateTime values can contain both a date and a time or only a date or only a time The DateTime field has a width of 8 In both Date and DateTime data types the following rules apply 00 00 00AM is equivalent to 12 00 00AM Midnight 00 00 00PM is equivalent to 12 00 00PM Noon Logical Logical fields store matter of fact information about the record SmartAddresser 5 requires a T for true and F for false Logical fields are always 1 character in width Memo A Memo field is a reference to a block of data
152. ereas creating a template with all of that information could be a headache if writing it manually the Label Layout Assistant makes it extremely simple We ll start by focusing on the Field List and Mail Merge Fields areas 146 Printing MAIL MERGE FIELDS AREA The Mail Merge Fields area is where the body of your new label will be constructed Very basic syntax will appear here as you drag and drop fields from the Field List on the right Field List Area The Field List area contains all of the current database s fields as well as all SmartAddresser 5 default presort field names This allows you to create a template using not only your active file s fields but also fields like Endorse and Sequence that wouldn t appear in your non presorted database Creating the Address Block The first thing we ll do at this point is construct the top line Since Barcode is the first desired line of our custom address block we ll scroll through the Field List on the right until Barcode is showing Click on the lt lt Barcode gt gt field and drag it from the Field List to the Mail Merge Fields area Release the mouse button and lt lt Barcode gt gt appears in the Mail Merge Fields area as shown Mail Merge Fields lt lt Barcode gt gt That s all there is to it Since we ve completed the process of creating the first line we ll now press the enter key while the cursor is still positioned within the Mail Merge Fields area to
153. es any zipped file Restore will extract the data in a zipped file to the same location as the zip file Once the zipped file is restored you can open it in SmartAddresser 5 Follow the steps below to Restore a file e From the File menu choose Restore The Restore window will appear 87 SmartAddresser 5 amp Restore x Xo e Click the Open button to select the file you want to decompress e Check the Delete the input file when completed option if desired e Click Restore An Archives window will appear where you can select the file or files to be opened in SmartAddresser 5 The file must be in a DBF format to be opened from this window If your file is not in a DBF format refer to Opening a List for instructions on opening it in SmartAddresser 5 REVERSING DELETED RECORDS Reversed Deleted recalls records that are tagged for deletion and tags records that are not tagged for deletion essentially reversing the entire database Follow the steps below to Reverse Deleted records e From the Edit menu choose Reverse Deleted The Reverse Deleted window will appear 88 Duplicate Detection Reverse Deleted Ishk Deal ov Dolto Eoen e Click on the desired radio button that will best determine your scope of reversing deleted records For information on scope radio buttons see Consistent Window Formats e Click Reverse SHOWING THE DATA By default SmartAddresser 5 displays your da
154. esigner For instructions on how to enter the Label or Report Designer see Creating a New Label Template and Opening Label and Report Templates Once you are inside of the Label or Report Designer and you are clear on the field types that you ll be printing as identified using the preceding instructions in this topic you re ready to continue In the Label Designer click the Add Field button on the Report Controls Toolbar Your cursor will become a cross hair to allow you to draw a precise box that will become your new field Position your cursor within the Label Designer where you will want the top left corner of the new field to be Click and hold the left mouse button and use the ruler guides along the left and top edges to drag to the position where you ll want the lower right corner of the field to be Release the left mouse button and you ll be presented with the Report Expression window 160 Printing Report Expression Expression OK Format Cancel Field position Calculations uem 3 a Eh Print When Comment The critical area of the screen to the left is the Expression box Within this text box you will place the syntax that will allow your template to print specific fields There are many ways to do this and all are useful under different circumstances However this guide will note the three core methods of adding fields to an expression Option 1 az method The az method uses a
155. esser 5 Periodical specific checkboxes 123 NC RE 109 Person Queries eee 9 laici m 9 Person Address 109 Personalize e inii 93 le 85 Seid 85 Pat Silig coorta eren 85 Phone Fields 53 85 Patsing intor rinde eo dee 85 See ParsiNg ee es Se AE ees 53 PHONED 535 eiseres sees ese Es esse 85 213 PHONE2 sic iss iese sere ese ges ee 85 213 PHONES wy site octets 85 213 Pictures EE Ese Ee SR RT ER ERES PEU 70 Piece Set p ge Deeg SES 123 Pine Plains NY 12567 219 DAM WEE 93 presor uer treo Ee EEN 93 Plaza Del Caribe 219 Pl s EE ER N EE ee 46 Pl s b tton 5 trie 46 plus minus eee eene nnn 70 Postage Statement 213 Postal Service 5 93 Preparing Drop Shipments 123 Preparing Periodical Mail 123 refer eere 123 presort 3 5 9 35 53 89 92 93 114 123 205 213 changes id ness titer cae 3 elle 123 exiStInBis otio se ge centers 123 Tile ED ERR OE 3 Mails T 9 plane EE 93 ready undici Ee De 8 9 SmartAddresser 2020 creates 123 Presort check 53 presort file Vis ern eee 3 Presort Folder 123 UE 123 Presort Folder Expiration Date 3 Presort Information
156. esser 5 displays the count of the Selection in red at the bottom of the window When you Show all of the records or are in default List View the program will display the total record count in black When you use the Show feature the data becomes a Selection of records To process the Selection in many of the features in SmartAddresser 5 you will choose the Selection scope radio button See Consistent Window Formats for more information on scope radio buttons The groups of data that can be displayed using the Show pop up are explained below e All Records Shows all records in your list 90 Duplicate Detection Deliverable Shows only Deliverable records in the list Includes only records that have been assigned a valid ZIP 4 and barcode and achieved a V in the STATUS_ field during Validation Deliverable DPV Confirmed Shows records that were DPV confirmed Includes those records that were found in the Delivery Point Validation Database provided by the USPS Undeliverable Shows only Undeliverable records in the list Includes only records that did not get assigned a valid ZIP 4 and barcode and achieved an N in the STATUS field during Validation Multi matched Shows only Multi matched records in the list Includes only records where the program found multiple address matches and achieved an M in the STATUS field during Validation Not Attempted Shows only records that have not been Validated This is useful whe
157. ession button 114 TT RE EE ED 78 Rest Processes RE 36 Restore window 87 GE dl 62 87 Data ia ae ebe vergies dee 87 UE 87 Restoring Data 62 Feta eegen ge EE eCg 219 PMB 4 OE OE MT EE 219 FS ee iss Ee Ke ee ee SERS 9 213 Review Duplicates window 9 Reverse Deleted records 88 Reverse Deleted window 88 Reverse Order check 123 Reversed Deleted 88 Reversing iss cernere ve Ne d 88 Deleted ett nrw 88 Review Duplicates 9 107 Review Duplicates window 9 l etUFni rine eren inen 9 Ride Along esee 3 Right Click 5 ern 46 River Dell Rd 219 Robert 9 107 111 190 ele RE N 111 Ste sis nao Ets 9 EE er eee ee ee eie eei aded 219 SmartAddresser 5 FUN E 64 Eammarid sinite bes 64 Command Set 64 Run Highlighted Scripts check 198 Run Multiple Commands 64 Rural Route eee 114 218 UEL uie REEN 114 Rural Route Record 218 S Te E 3 Sales Department 205 207 Salutation 193 213 Sample Data 1 Ges Se GEE Gee 46 move 46 KE 54 Save As
158. ew but can be permanently removed by selecting Edit gt Pack Database The basic duplicate detection options all share a few fields in common address city st and zip Every basic detection option queries those fields The se differences in the three types of basic duplicate detection are as follows Person Queries the First and Last fields as well as Address City St and ZIP TIP Address Queries the Company field as well as Address City St and ZIP Household Queries the Last field as well as Address City St and ZIP Congratulations You re now ready to presort the mail 22 Getting Started Presorting the Mail The next few steps will describe how to Presort the Mail Presorting groups all records together by ZIP code distributes the ZIP code groups to carrier route 5 digit 3 digit scheme ADC AADC and MADC MAAD trays and sacks depending on the quantities per 5 digit ZIP code and the class of mail you are sorting for Presorting also produces the proper destination tags so that your mail goes to the correct post office facilities which can then process the mail for the particular ZIP codes more efficiently When a list is presorted properly the post office rewards you with lower postage rates The finer mail is sorted the lower your rate The most efficient way to prepare your mail is for automation discounts Information on making your mail piece automation compatible can be found at your local post office
159. example the feature will separate the salutation first name middle name and last name into individual fields in the database Follow the steps below to use the Parse feature e From the Special menu choose Parse Name or City St and Zip The Parse window will appear In this example it s the Parse Name window 84 Duplicate Detection amp Parse Name lard Wie Fun e Click on the desired radio button that will best determine your scope for parsing For information on scope radio buttons see Consistent Window Formats e Click Parse If the data in the name or city field is not parsed when the list is opened and all of the necessary fields do not exist the program will prompt you to add the required fields before parsing can continue For example if you would like to Parse the name data and the data includes sal first middle and last in the field named FIRST then the other fields will need to be added before the Parse process can continue A Missing Fields window will appear in this case and you can simply click OK to add the missing field s to your list TIP PARSING THE PHONE FIELDS The Parse Phone feature allows you to Format the phone fields The phone information must be stored in the SmartAddresser 5 field s named PHONE1 PHONE2 or PHONE3 in order for the program to locate and format the information There are many ways to 85 SmartAddresser 5 format a phone number and extension and you c
160. gh our Licensed NCOA 205 TECHNICAL SUPPORT OPTIONS Hours Our expertly trained technicians are available from 7 00am to 4 00 P M Pacific Time Monday through Friday to help you with any technical problems you may encounter Voice Support 800 578 8324 We pride ourselves in offering little or no wait time and no automated answering systems Please be located at the PC that has SmartAddresser 5 installed and have any errors on screen when calling as it will expedite the technician s ability to locate the source of the issue Fax Support 800 368 4686 Please provide as much information as possible including any copies or notes about the issue Please include your company name and contact information as well as a return fax number E mail Support support smartsoftusa com GoToAssist Support GoToAssist allows a SmartAddresser 5 technician to remotely connect to and control your computer Just like being there with you the technician can provide training and solutions to solve problems or make your job easier GoToAssist is a simple browser based plug in that installs through most common firewalls and simplifies troubleshooting The SmartAddresser 5 Web Site Our website at http www smartsoftusa com offers a host of information to our users The support page is your best resource for everything related to SmartAddresser 5 SALES AND RENEWALS Call the SmartSoft Sales Office at 888 227 7221 or email sales smarts
161. h deliverable record in the database Longitude Latitude 99 SmartAddresser 5 100 Creates the fields named LONGITUDE_ and LATITUDE_ and fills the Longitude and Latitude into the fields respectively Timezone Creates a field named TIMEZONE_ and fills the Time Zone into each deliverable record in the database Finance Number Creates a field named FINANCENO and fills the Finance Number into this field A Finance Number is a code assigned to Postal Service facilities for purposes of collecting cost and statistical data and for compiling revenue and expense data Address Type Creates a field named TYPE_ and fills the Address Type into each deliverable record in the database Clear Existing 4 if not coded Clears the 4 code in each record when the address does not CASS certify during Validation Clear Barcode Field if not coded Clears the BARCODE field in each record when the address does not CASS certify during Validation Clear Existing CRRT if not coded Clears the CRRT field in each record when the address does not CASS certify during Validation Record Status Creates a field named STATUS_ that will contain a V if the record is determined to be Valid an M if the record is determined to be Multi matched and an N if the record is determined to be Non deliverable For information on trouble shooting Non Deliverable and Multi matched records see Interacting with the USPS Database Erro
162. h the United States Postal Service in the last 18 contains approximately 60 million permanent months by customers who want their mail forwarded to their new address The new feature is seamlessly integrated into the SmartAddresser 5 postal software product allowing users to securely and confidentially process an unlimited number of names and addresses through its Licensed NCOALink system 24 hours 7 days a week Businesses that mail at First Class Periodical or Standard Mail rates and use a competing postal software product to CASS process Presort and print their names and addresses should seriously consider taking a closer look at the SmartAddresser 5 postal software product By using SmartAddresser 5 with the integrated NCOA feature your business may have a significant competitive advantage over your competition The Licensed NCOA and address data is always up to date before you mail system is updated weekly with new information so that your name Call us at 888 227 7221 for additional information about the integrated real time Link i NCOA processing feature NCOA NK INSTALLATION AND INSTRUCTIONAL Link s m module for Contact our Sales Department about purchasing the NCOA SmartAddresser 5 You will be given instructions on how to fill out and submit a Processing Acknowledgement Form After following those instructions you will soon be tink System 24 7 able to process names and addresses throu
163. halfway there now As you can see using the scripting engine within SmartAddresser 5 is very simple yet very powerful At this point you should probably start to feel comfortable with the repetition of steps to add events to the seguence and settings modification If you still have guestions feel free to review earlier steps for clarification Continuing with the Scripting Tutorial we ll now move on to Validating and Presorting From the Menu pull down select Special From the Menu Item pull down select Validate Records Click the Add to Event Sequence button Ei Click on the Edit Menu Item Defaults button Si You ll be presented with the Validate Records window 184 Properties Validate Records HSTISHSITSHESIT ing Cortigarierit Sari address Tyas comple Ez L a L a E L d L L E v v A DATATECH SMARTSOFT v I 9 Aute Puri se EE 2 Bon As with previous steps the default options with the exception of the Auto Run option will be fine for the purposes of this tutorial If you desire clarification or information on the options available see Validating the Data In the Validate Records event for a script you ll have to do something new saving the settings In the lower middle portion of the window you ll see the Saved Settings area To run a script with a validation event automatically you ll have to create a saved setting for SmartAddresser 5 to u
164. hanged to ABC Inc and Mcbaine would be changed to McBaine Clear Clears the format for the selected field s Clear All Resets all formatting Notice as formatting is selected letters appear in the Field List next to the fields such as U for Upper and P for Perfect This will help you identify which fields have been selected to format 79 SmartAddresser 5 e Enable the Dictionary if desired See the Format Dictionary under Properties for more information e Click on the desired radio button that will best determine your scope of Formatting records For information on scope radio buttons see Consistent Window Formats e Click Format GO TO RECORD The Go To Record feature allows you to jump to a specific record number in the list Record numbers are created when the list is imported and do not change unless you Optimize the Database When the list is Optimized the indexes are rebuilt in ZIP code order and the record numbers are structured from the lowest ZIP code to the highest If the list is not Optimized then the record numbers will be maintained as originally imported See Optimizing the Database for more information The only other time that record numbers are changed in SmartAddresser 5 is when a User Defined multi level sort is created in both ascending and descending order See User Defined Sorting for more information Follow the steps below to Go To a specific record e From the Select menu c
165. haracter numeric date or some other field type You could have a field that contains nothing but numbers yet when you use a numeric expression it gives you an error That s where this guide comes in When you understand how to identify the type of field you re printing and how to combine it with other fields template creation becomes incredibly simple Use this in conjunction with the Label Layout Assistant and the instructions found in the Page Layout and Page Setup and Creating a Title or Summary Band to create any type of label or report that you want DEFINING THE FIELD TYPE The first step for any user attempting to create a custom label is to determine the field types that he or she will be printing The steps to do this are extremely simple yet critical To do so you ll want to be looking at your database in the List View and then follow the instructions below From the Edit menu select Fields The Table Designer window appears as shown below Table Designer demofile dbf Fields Indexes Table Name Type Width Decimal Index NULL Display Format C company Character C address Character B city Character D sal Character Field validation C middle Character Rule C last Character C st Character C zip Character PI crt Character Map field type to classes C barcode Character r C x Character G status_ Character Display class I mn Character Autolncrement C type Character Next Value fm lacs_ Char
166. hat an exact match will become available in the next database update 13 There are multiple matches with the same degree of confidence This may indicate an inconsistency in the USPS data RR 3 Box 21 Alvin TX 77511 NOTE this is often caused by overlapping ranges which have different ZIP 4s 224 14 Incorrect suffix directional street name or unit resulted in multiple matches with the same degree of confidence 123 Islay St Santa Barbara CA 93101 NOTE this result indicates that information on the street line would have broken a tie between two or more matches 15 Incorrect ZIP city or urbanization resulted in multiple matches with the same degree of confidence 14 Cranch St Quincy Center MA NOTE this result indicates that information on the last line would have broken a tie between two or more matches A Normal street match 123 State St Santa Barbara CA 93101 B PO BOX match PO Box 123 Santa Barbara CA 93102 C Route type match RR 1 Box 1 Goleta CA 93117 D Unique ZIP match XYZ Goleta CA 93199 NOTE Some entities are assigned an entire 5 digit ZIP code These ZIPs are flagged as Unique in the postal database If a street match cannot be made but the city ZIP indicates a Unique ZIP match then this correction code will be used E Small town match 123 Main St Frenchboro ME 04635 NOTE If the location indicated by the city ZIP contains a single General Delivery record AND NOTHING ELSE
167. hoose Goto Record or press Ctrl G on your keyboard The Go To window will appear e Choosethe desired radio button as described below Top Goes to the Top of the list 80 Duplicate Detection Record Goes to a specific record number in the list Type the record number in the text box Skip Goes to a specific record number in the list after skipping an Nth number of records Type the Nth number in the first text box and the record number to start at in the second text box Bottom Goes to the Bottom of the list e Click Go MARKING RECORDS The Mark feature tags records with an X in the field named X that is created automatically by SmartAddresser 5 When the record is Marked it will appear in the color red in List View The Mark feature is useful when you want to flag records that you want to process together For example you can create a custom search using the Search Editor and Mark the resulting records Later you can use the Show feature to view the Marked records and process them separately from the rest of your list For more information on the Search Editor see Using the Search Editor Follow the steps below to Mark records To Mark one record at a time e Click on the record that you want to Mark e Click on the Mark Record Clear Marked Record button in the toolbar The Marked record will be red in the list and an X will appear in the field named X To Mark a group of records e From the Edit menu choose
168. ick OK to close the Optional Bands window and return to the Label or Report Designer You will then see the new band s displayed in the design view amp Page Header A Column Header amp Column Footer amp Page Footer amp Summary You can now adjust the Title and Summary bands using the methods described in the Page Layout and Page Setup topic Any information you create within the Title or Summary area will only print at the beginning or end of the print job respectively ADVANCED ADDING AND COMBINING OF FIELDS The SmartAddresser 5 Label and Report Designers allow you to place fields in any band of the template Because SmartAddresser 5 is written using the Microsoft Visual FoxPro programming language fields can be added using that language and syntax There are many ways to add fields to your templates but this topic will help you understand the functions and uses of the various methods First you ll need to understand some field fundamentals to help with the template field creation process It is recommended that new users make use of the Label Layout Assistant to help create their templates If you want a template to do something specialized and can t quite figure out how to do it please feel free to contact the SmartAddresser 5 Technical Support Department 158 Printin One of the biggest hurdles that new users and sometimes even long time users re would be defining whether the field that they re adding is c
169. ictionary will automatically save any changes made upon closing 191 SmartAddresser 5 If you recognize a pattern in a field that you would like to change throughout the database you can take advantage of Pattern Based Matching Pattern Based Matching allows you to change the way information in a field is formatted based on patterns you recognize in your database You could use this feature to improve address quality for validation or purely for aesthetic purposes For example if your address data is entered N100 Main St and it should be 100 N Main St you can use the Format Dictionary to correct this situation Pattern Based Matching can be used on any field in the database Some additional examples of Pattern Based Matching are shown in the table below Original Data Formatted Data Address Examples 123Main 123 Main 000123 Main 123 Main W 100 N 200 Main St W100N200 Main St Other Examples ABC A B C F B I FBI Follow the steps below to use this feature Pattern In H LLLL HHHHHH LLLL L HE L HHH LLL L L L e Create a new entry in the Format Dictionary Pattern Out fH LLLL HH LLLL LHHHL HHH L L L LLL e In the Original column type in an open bracket followed by the data that you need to replace The bracket indicates that you will be entering a pattern e In the Formatted column Type in a bracket and the desired formatted data SmartAddresser 5will rep
170. ields check 54 Export button eere 54 Export data sege EE soes ge de 54 Export feature 54 89 Export Format eeseee 54 Export Map e eee ee eene nns 54 deletes EE ee EE 54 SAVING osse se Ee geskeie ge neun 54 Export Setup window 33 54 Displays ee teianei 33 Export window e 3 Exporting ee 3 9 54 BCEE 54 Express Mail Presorting 3 Expression 3 54 59 107 235 SmartAddresser 5 writing eeeeeeeeees 54 59 107 Expression Builder 3 expression building 54 F EE IE OE 219 MA ER EE T 191 Fax Support eere 207 EBL 191 feature provides 93 Features 5 46 54 57 63 66 68 69 77 80 85 89 93 113 196 203 ffapplied ii ee EE de SEG GE ee eg 213 Field Definitions 46 Field Descriptions 93 213 field during Validation 89 Field Lengths 46 Field List 9 40 42 44 50 53 54 78 114 120 Editing nee t eterne 42 LEET 42 Input File Data 40 53 NAMES ees eege 50 field map
171. ier Route Level check box when you want to sort the mail to the Carrier Route level When this box is checked you will receive the lowest possible postage rates per postal regulations In some cases this may create more containers than a non carrier route based mailing For information on the Periodical specific checkboxes at the bottom of the mailpiece setup column refer to Preparing Periodical Mail The Mail Drop Setup In the 5 Digit ZIP code text box type the 5 digit ZIP code for your local post office or the 5 digit ZIP code where your mailing permit is held If you are unsure contact the post office where you normally submit your mail and ask them for their ZIP code As you type in the ZIP code into the text box SmartAddresser 5 will display your local post office name SCF Sectional Center Facility and BMC Bulk Mail Center Check the box or boxes where you plan to drop the mail The advantage of drop shipping mail at the BMC or SCF is lower postage rates and faster delivery of mail Only some of the mail may qualify to be dropped at the SCF or BMC SmartAddresser 5 will determine the discounts as the mail is presorted when the additional check boxes are checked The only drawback for qualifying for these lower rates is that you are required to drive the mail to the facilities and drop off the qualifying pieces of mail You must also obtain special permission from your local post office to do this Most of the time you will be able
172. iew the tag content without physically printing it You can use the preview control bar to then print the tags or switch between pages as desired Create PDF Checking the Create PDF box will generate a file called eTags pdf in your Presort Folder location To easily access the presort directory close the Tags window and go back to the Print Presort window You ll see the line for the Presort Path is a link Click the link to easily open the presort folder location where you ll find the eTags pdf file Printer Prompt Checking Printer Prompt will allow you to send the Container Tags to a Zeg gt Presort Path c program files datatechismartaddresser 2020 presort folderi different printer than your default driver SmartAddresser 5 5 0 prints all reports and tags to the default printer automatically but the Printer Prompt checkbox allows you to redirect the documents as they are printed 139 SmartAddresser 5 SmartAddresser 5 offers a user friendly Label and Report Designer that can be used to design custom labels and reports in nearly any format The Label and Report Designer makes it easy to select the information you need and format it in a variety of ways to produce impressive labels and reports The Label and Report Designers are object oriented meaning that you can place objects such as text pictures fields lines and rectangles in the bands of a Page Layout window The objects can be manipulated and pl
173. in from the Fields list e Select the Condition that best meets your search criteria e f you chose a condition where you need to define the data such as Begins With or Matches a Look For text box will appear in the Search Editor window There is no limit to the amount of data that can be typed into this box The data can be copied and pasted into the Look For text box from another program e Ifthe Look For text box appears type in the data that you are searching for If you are building a Search Filter with multiple criteria choose a Conjunction to connect the criteria For example if you are searching for every record in Santa Barbara that is Deliverable your Search Filter would read as follows City Begins with or Matches Santa Barbara AND Status Exactly Matches V To clear a line in the Search Filter click the Remove Line button sl To clear all the lines in the Search Filter click the Reset Expression button e Review the check boxes in the Search Editor window and check those that apply as described below Is Case Sensitive 115 SmartAddresser 5 TIP 116 Checking this box will increase the speed of the search You must type the exact case in the Look For text box or the records will not be found Before Search Clear Marked Clears any previously marked records in the database before the search is executed For more information on Marked records see Marking Records Recall Deleted Recalls any
174. ing is submitted The Size pull down 124 Preparing the Mail The size of your mail piece is determined by the length width and thickness The class of mail you select will influence the choices you have when deciding on the size of your mail piece The size of your mail piece is also determined by which way you apply the label or print the name and address on the mail piece For example a 6X9 envelope is considered a letter if the label is applied horizontally to the nine inch width In SmartAddresser 5 you can determine if your mail piece is a letter flat or card by using the Size Calculator in the Presort Setup window Follow the steps below to calculate your mail piece size e Click on the Size Calculator illl next to the Size pull down The Mail Piece Size Calculator will appear amp Mailpiece Size Calculator J Ge e Enter the Height of the mail piece e Enter the Length of the mail piece e Enterthe Thickness of the mail piece e Click OK to update the Presort Setup window with the calculated size The program will determine the Size of the mail piece based on the information that you entered and will update the Presort Setup window when you click OK A check will be displayed next to the Size 125 SmartAddresser 5 Calculator indicating that the Size Calculator was used to determine the size of the mail piece The Weight pull down The weight of your mail piece can affect your postage rates It
175. is important that the weight of a single piece is accurate to avoid problems when submitting your mail to the USPS If you do not know the weight of a single piece you can use the Weight Calculator to assist you if you have a total weight of any number of pieces Follow the steps below to calculate the weight of a single piece e Click on the Weight Calculator D down next to the Weight pull The Weight Calculator window will appear amp Weight Calculator e Enter the total amount of pieces that you have weighed e Enter the collective weight of the total pieces e Click OK to update the Presort Setup window with the calculated weight The program will update the Presort Setup window when you click OK A check will be displayed next to the Weight Calculator indicating that the Weight Calculator was used to determine the weight of a single piece The Type pull down 126 Preparing the Mail There are three types of mail that can be processed through SmartAddresser 5 machinable non machinable and manual The type pull down menu allows you to specify which type of mail you will be presorting For a breakdown of each see the notes below Machinable Machinable mail is automation compatible mail with a barcode printed on the piece Verify your particular mail piece s eligibility for automation rates with your local post office or consult the Domestic Mail Manual published by the United States Postal Service for
176. is adjusts the percentage of characters in the Address field that the program will use to detect duplicates by searching the field from left to right This percentage is of the entire field not just the data within it Ensure that Review Duplicates is selected This will present you with a window showing all matches after running the detection allowing you to manually make changes if desired Click Start The duplicate detection engine will then query the data and present you with the Review Duplicates window Getting Started faa Duplicate Records Company Greenbriar Trailer Park l enz el mmel Iren ao e Click the Print button ei print the Duplicate Records Report The Print Options Dialog box will appear Print Options e Select the option you would like to use to generate the Duplicate Records Report SmartAddresser 5 will return to the Review Duplicates window when finished printing the report e Once returned to the Review Duplicates window click the Update Database button This updates the main database with the detected duplicates When you click this button a dialog box will display the count of duplicates that have been flagged for deletion Click the OK button and you will be returned to the main database Duplicates flagged for deletion are only 21 SmartAddresser 5 temporarily deleted shown as a grayed out record in the List Vi
177. isting data in the field Append to Value in Field Appends the data at the end of the data in the field Duplicate Detection e Click Fill NE Underscores act as spaces in the Fill Field Name with text box TIP FIND AND REPLACE The Replace feature in SmartAddresser 5 allows you to find specific data and Replace it with specific data For example you may want to expand a specific value in a field like TS to Trade Show or Ctr to Center You could also use the Replace feature to remove unwanted data in a field For example if your list had exclamation points at the end of all of the company names in the field named COMPANY you could find the exclamation point and replace it with nothing Follow the steps below to find and Replace data e From the Special menu choose Replace The Replace window will appear amp Replace mg Suto Run 77 SmartAddresser 5 e Select the field where you want to Replace data from the Select a field from the list pop up e Type the data that you want to Find in the Find this Value text box e Type the data that you want to Replace in the Replace with text box If you want to Replace the data with nothing leave the text box blank e Click on the desired radio button that will best determine your scope to Replace data For information on scope radio buttons see Consistent Window Formats e Click Replace Underscores act as spaces in the Replace with text box FORMAT
178. ity by Nth number of characters or choose to use a preferred city name The Format Dictionary can be enabled or disabled as well Follow the steps below to modify your Validate Properties From the File menu choose Properties Click on the Validate tab The Validate Properties window will appear 200 Properties amp Properties Dictionaries Folders USPS Links Fields Startup Single Record Validation Settings C Expand Components _ Punctuate Components C Dont Modify Input Address C Abbreviate City C Abbreviate Address chars C Use Preferred City Name C Enable Dictionary C Format as Mixed Case JO e Check the desired check boxes as described below Expand Components Pre Direction Expands the Pre Direction in the ADDRESS field For example W to West Suffix Expands the Suffix in the ADDRESS field For example Ave to Avenue Post Direction Expands the Post Direction in the ADDRESS field For example SW to Southwest Secondary Name Expands the Secondary Name in the ADDRESS field For example Ste to Suite or Apt to Apartment Punctuate Pre Direction Punctuates the address Pre Direction For example W to W 201 SmartAddresser 5 202 Suffix Punctuates the address Suffix For example Ave to Ave Post Direction Punctuates the address Post Direction For example N to N Secondary Name Punctuates the address Secondary Name For example
179. ization that you want the program to do See Optimizing the Database for more information Validate Records The Validate Records check box will display the Validate Records window after the file is imported and all requested optimization and parsing is complete See Validating Records for more information Find Dups The Show Duplicates check box will display the Show Duplicates window after the file is imported and all requested optimization parsing and validation is complete It is recommended that you Validate the records before you Show Duplicates See Duplicate Detection for more information Presort The Presort check box will display the Presort Setup window after the file is imported and all requested optimization parsing validation and duplicate detection is complete See Presorting the Mail for more information Your settings in the Open Setup window are always saved The next time that TIP you import a file make sure that you want to keep the same settings EXPORTING THE DATA The Export feature allows you to save the data in your list to disk in many different file formats The Export Setup window supports the scope radio buttons so you can export specific sets of data This feature also supports expression building which will allow you to combine fields or separate the components of a field Field widths can be adjusted and the type of the field can be modified as well 54 Duplicate Detection Follow the
180. k OK The Input File Data will be displayed in the Open Setup window e See Opening a New List for further instructions Technique 3 e Click the cursor into the Length box and type in the Length of the first field T e Click the Plus button sl Notice that the data from the fist field is displayed in the Sample Data and SmartAddresser 5 filled in the field Type and Length Also notice that the cursor is located at the beginning of the second field in the Sample Record 47 SmartAddresser 5 e Type in the Length of each field and click the Plus button after each entry until all the fields are listed correctly under Sample Data e Click OK The Input File Data will be displayed in the Open Setup window e See for Opening a New List for further instructions Technique 4 e Click into the Stop box and type in the amount of characters contained in the first field T e Click the Plus button sl Notice that the data from the fist field moved to the Sample Data area and SmartAddresser 5 filled in the field Type and Length Also notice that the cursor is located at the beginning of the second field in the Sample Record and the Start data is one number higher than the Stop position of the last field e Type in the Stop position for each field and click the Plus button after each entry until all fields are listed correctly under Sample Data e Click OK The Input File Data will be displayed in the Open Setup window e See Opening a
181. lace the characters you entered with an L for letters and a for numbers and an asterisk for other characters 192 Properties NAME PARSING DICTIONARY The Name Parsing Dictionary allows you to set up the program to recognize salutations and suffixes that are not commonly recognized during formatting We have added some common salutations and suffixes to the dictionary but you can add more as needed The program will standardize your suffixes based on what you enter in the dictionary By clicking on the Name Parsing Dictionary Button a you can bring up the Name Parsing Dictionary window Name Parsing Dictionary This window shows all the salutations and suffixes that SmartAddresser 5 will recognize when parsing the names Selecting either Salutation or Suffix from the pull down menu to see matches for the corresponding item To add a new item one that may be common in your data but not in the default SmartAddresser 5 dictionary do the following e Select the proper item from the pull down menu Salutation or Suffix e Click the New Button on the Name Parsing Dictionary window e Type your desired salutation or suffix into the newly created line e Click Close That s it 193 SmartAddresser 5 The next time you parse the names SmartAddresser 5 will see your new salutation or title and treat it as such Introduction to the Properties Window The SmartAddresser 5 Properties window allows you to maintain setti
182. lay the record in the displayed database While typing your desired search criteria in the Find text box you will see the closest match shown in the Database pane ux The displayed database is the actual data in your print file and all of the Al fields can be viewed by using the available scroll bars TIP Follow the steps below to locate a specific record within the database pane Select a field to search in the Look in text box Type the information that you are looking for into the Find text box Tw Press Tab or click the Find Next Occurrence button Del SmartAddresser 5 will automatically find and select the first occurrence of the data entered To move to the next occurrence click the Find Next Occurrence button Click Print 137 SmartAddresser 5 PRINTING CONTAINER TAGS Printing container tags is simple with SmartAddresser 5 To print Container Tags you must have the Print Presort window open This window will appear after the Presort process is complete If you have presorted the mail but closed the Print Presort window see Opening an Existing Presort for instructions on returning to the Print Presort window Follow the steps below to print the Barcoded Container Tags and a Tag Summary Report From the Print Presort window click the Print Tags button You will be presented with the Container Tags window Container Tags Cut Sheet i Trays mE DEMOFILE DBF MEE E Wie ur Check the
183. le dbf c program files datatech smartaddresser 2020 5 0 demo demofil lt Create a New File ef A Create a new database based on Select a database zi Create a new database There are four basic options in this window and each is described in detail under the open create topic For the purposes of this tutorial we will be using the first option open a list for the first time Follow each step below to import a list for the first time e Inthe open create window select the open a list for the first time radio button and click OK The open setup window will appear 11 SmartAddresser 5 Open Setup TIP 12 a L B sh Sista ates 5 databases save to the same location as the input file by default To change the default save behavior modify the Save databases parameter in the folders tab of the properties screen File gt Properties You can set the default path to be your C Mailings folder or any path of your choosing using this method Click on the button under select the input file This is where you will select which data file you ll be importing into SmartAddresser 5 An open dialog box will appear Getting Started Look in B Demo A sg demofile csv My Recent Documents My Documents 5 My Computer Select File D My Network Files of type e Browse to the Demo folder C Program Files SmartAddresser 2020 5 0 Demo by default
184. llation and Instructional ees 205 Contact and Support Information sees ees ee ee ee nennt seen 207 Technical Support Options tnt rtr titer hee e FL e aeuo 207 Salesand Renewals suens idee eee tede een ee d e d o ee ian 207 License Agreement and Copyrights cccccccccccsssssecccecesssssssseeeceesesssseeeeseeessenaseeeeeesesenea 209 SmartAddresser 5 Users Guide A 209 AD DONGIN ER EE OE N EE OR OE ER N 213 SmartAddresser 5 Default Field Descriptions snsnnsssnssnsrsssrinsssrensnsessreressresssrre 213 SmartAddresser 5 ek EER EE ER EE ER EE EE itia 218 Error and Warning Codes eite eter re he ed ss Se ta geste GES ea Ne Ee a ek ede Seg oe Ee 219 ZipMove Implementation sees Re ee ee ee 229 Locatable Address Conversion Service LACS Implementation 229 Private Mailbox PMB Addressing c cccccssscccssssccesssseccessseecceseeeessaeeccesseecenseeees 229 Index EE e REIR on a ene FAQ GU EDI REN IEEE 230 vi SmartAddresser 5 is a powerful and comprehensive mail list management system for Windows SmartAddresser 5 is CASS and PAVE certified by the United States Postal Service USPS Our mission is to provide our users with a premier bulk mailing software product and ultimate customer service The SmartAddresser 5 product offers a host of efficient list management features for data manipulation including but not limited to record validation
185. lling and launch SmartAddresser 5 for the first time you will need to activate it When you open SmartAddresser 5 for the first time the Activate Products window will appear just click YES and your software will activate automatically If you do not have Internet Access on the computer SmartAddresser 5 is installed or have any difficulty Activating simply contact us and we will provide you a Registration Serial Number to activate your software INTRODUCTORY TUTORIAL This tutorial will give you an excellent foundation for working with SmartAddresser 5 by showing you how simple and easy SmartAddresser 5 is to use for most mailing and database management functions SmartAddresser 5 has so many useful functions that it is impossible to absorb them all within this tutorial however Thus we will be covering the core procedures within the software to prepare a demonstration list for mailing from start to finish For more advanced features and data manipulation refer to the appropriate topic within this help system The procedures that are covered within this tutorial include e Opening a Comma Delimited Text File SmartAddresser 5 e Optimizing the Database e Validating Records CASS Certifying records e Duplicate Detection e Presorting the Mail PAVE Certification e Printing the Barcoded Tray Sack Tags Reports and Postal Service required Mailing Statements e Printing the Mailing Pieces or Labels The first step is to open the SmartA
186. mentation is protected by the copyright laws of the United States international copyright treaties and other intellectual property laws and treaties You acknowledge that the Product and Documentation is the valuable property and a trade secret of SmartSoft and in addition the USPS Product incorporated in the software is a valuable confidential proprietary and a trade secret of the USPS All right title and interest to the Product documentation and any copies thereof shall remain solely and exclusively with SmartSoft All right title and interest to the USPS Product shall remain solely and exclusively with the USPS You further agree that the USPS Product is confidential and proprietary to the USPS and shall remain the property of the USPS In addition you will not use the USPS Product technology incorporated in the Product to artificially compile a list of delivery points not already in your possession or to create other derivative products based upon information received or through the USPS Product technology The Product shall not be used to facilitate creation of address lists artificially 4 Use Restrictions The Product is authorized for use by you only on a single Computer Processing Unit CPU and cannot be used in a WEB environment The user must purchase a separate Internet WEB license to use the Product in a WEB environment You must maintain all copyright notices and other proprietary notices as presently displayed on the Product Y
187. methods described in this users guide if you need help This Users Guide will provide you with complete instructions on all of the great SmartAddresser 5 features as well as tips advice and information on mailing procedures SmartAddresser 5 INSTALLATION INSTRUCTIONS To install the SmartAddresser 5 program place your DVD in your DVD ROM drive and follow these instructions 1 Goto Start Run and type D Setup exe where D is the drive letter of your DVD ROM drive 2 The following screen will appear click on Next ie SmartAddresser 5 0 InstallShield Wizard Welcome to the InstallShield Wizard for SmartAddresser 5 0 The InstallShield R Wizard will install SmartAddresser 5 0 on your computer To continue click Next WARNING This program is protected by copyright law and international treaties 3 The next screen in the License Agreement please read this agreement then select accept the terms in the license agreement and Click on Next Getting Started i SmartAddresser 5 0 InstallShield Wizard License Agreement Please read the Following license agreement carefully License for Software for Installation on Customer s Computer DATATECH SMARTSOFT INC LICENSE AGREEMENT This Datatech SmartSoft Inc Agreement Agreement is an agreement between you and Datatech SmartSoft Inc and its I accept the terms in the license agreement OI do not accept the terms in the license agreement 4 Th
188. mmands Command Statements Save As eg Command Statement Syntax e Type a name for the Command in the Save As text box and press Tab e Type or paste the Command into the Command Statement Syntax box e Click Run LI A If you have used the Command feature previously stored commands will appear in the Command Statements pull down menu To enter a new command click TIP the New button type in the new command name and then press Tab You can run multiple commands and group the commands into a set to accomplish multiple tasks with just the click of a button For example a periodical mailer may want to Fill the subscribe field with a T or an F based on the subscription data and then fill a 1 into the copies field when the copies field is empty and finally add a sequence number to the list all at once This would be a set of multiple commands Now imagine that this same periodical mailer runs a new list twice a week and needs to perform these same steps each time Running multiple Command Statements would be a time saver in this scenario e Inthe Command window click the Run Multiple Commands tab 65 SmartAddresser 5 The Run Multiple Commands setup will appear All Command Statements that you have built in the past will appear in the window listed under Command Statements and the Save Command Set As text box will be highlighted Sar Command Create and Run a Command Run Multiple Commands
189. monly Used Expressions for more information on writing Expressions Order By Allows you to select a field that you would like to use to determine which record is kept For example you could use a DATE type field that included information about when the record was last modified You could choose to keep the oldest modification by checking Descending or the newest modification by not checking Descending This would only work if you also chose the Original or Newest radio buttons accordingly e Click Start BASIC DETECTION 109 SmartAddresser 5 Basic duplicate detection provides three options to facilitate duplicate detection Person Address or Household Each of the methods uses pre assigned fields when creating a match Follow the instructions in the Duplicate Detection topic to set up the main Duplicate Detection window and check the boxes that apply to you in the Basic section as described below fas Show Duplicates User Defined Mail one piece of mail to each Cancel Priority Record Original O Newest Most Information Least Information O user Defined Person O Address Household Order by Frc S useSoundex ExactMaetch Address match threshold 96 Review Duplicates Backup Duplicates Enable By Person Compares the data in the fields FIRST LAST ADDRESS and ZIP It is highly recommended that the first and last name data either be stored in the fields FIRST and LAST o
190. mums as well as container type will be calculated automatically based on the weight of the mail piece per postal regulations You may adjust the numbers manually but caution must be exercised as to not adhere to the postal regulations for your class of mail Preparing the Mail Follow the steps below to use the Tray Calculator e Click on the Tray Calculator in the Presort Setup window The Tray Calculator will appear MM Tray Calculator e Enter the total amount of pieces that you have measured and the measurement in inches The Tray Calculator will display the recommended tray minimum and maximum per the thickness e Click OK to update the Presort Setup window with the calculated tray minimum and maximum The program will then update the Presort Setup window A check will be displayed next to the Tray Calculator indicating that the Tray Calculator was used to determine the minimum and maximum pieces per tray The Include Non ZIP 4 Records check box Check the Include Non ZIP 4 Records check box when you want to include records that do not have a ZIP 4 or barcode assigned to them When this box is checked any records that have a valid 5 digit ZIP code but do not have a 4 assigned to them will be presorted for non automation and will be included in the non automation portion of the mailing statement when applicable The Include Carrier Route Level check box 129 SmartAddresser 5 130 Check the Include Carr
191. n and let SmartAddresser 5 determine the correct settings for you You ve now determined your basic piece and sortation settings and you re ready to set the minimum and maximum pieces per container This is an extremely important step as United States Postal Service regulations have specific guidelines for what constitutes a full tray or sack You ll want to follow the next few steps to ensure that the containers won t fail inspection at the post office e Click the Size Calculator ill next to the Container Minimum in the Container Setup portion of the Presort Setup window This will bring you to the MM Tray Calculator window 24 Getting Started MM Tray Calculator The simplest way to explain the calculations is to grab a stack of your mailing pieces that measures approximately one inch high Count the number of pieces in that stack and then entire the data in the text boxes In this particular example we ll say that you count forty pieces in the one inch stack e Enter 40 in the mail pieces text box and 1 in the inches box as shown MM Tray Calculator After doing so SmartAddresser 5 has determined that you can expect a full tray to carry between 714 minimum and 840 maximum pieces Note that the minimum number of pieces for trays will always be 85 of the maximum value 25 SmartAddresser 5 e Click OK and you will be returned to the Print Presort Screen which should look like the following TE Preso
192. n you are adding new records to an existing list and you only want to Validate the new records as the other records have already been Validated Not ZIP 4 Coded Shows only records that did not receive a valid ZIP 4 and barcode as well as any multi matched invalid zip code and unattempted records Use this option to see all invalid records in your list with one click Invalid ZIP Codes Shows only records that do not have a valid 5 digit ZIP code All ZIP codes in the list are compared to the US ZIP database during processing If the ZIP code does not exist in the US ZIP database the ZIP is invalid Marked Shows only records that include an X in the field named X For information on Marked records see the Marking Records topic Deleted Shows only records that are tagged for deletion For information on deleting records see the Deleting Records topic Marked and Deleted Shows only records that include an X in the field named X and are tagged for deletion Background Shows the Background of the existing data selection 91 OPTIMIZING THE DATABASE Optimizing your SmartAddresser 5 Database will significantly enhance the speed of processing With SmartAddresser 5 you can determine the extent of optimization with check boxes e From the Special menu choose Optimize Database The Optimize Database window will appear d Optimize Database ETE e Determine the extent of optimization by checking or unchecking ea
193. nce for commonly used field names in Header Records typically the first record in an input file You can add your own commonly used field names to the cross reference to make field mapping easier in the future See Automatic Field Mapping for more information Editing the Field List Additional field names can be added to the Field List if you do not see an appropriate match in the existing Field List by following the instructions below e Click the Edit Field List button amp l The Table Designer will open e Click the mouse in the table at the point where you want to add the field e Click Insert A new field will appear and will be highlighted e Type the desired field name and adjust the field type and length as desired e Click OK e Click Yes to make the structure changes permanent For more information on the Table Designer see Editing the Table Design Saving the Mapping Sequence After the field mapping is complete you can save the mapping sequence for other files that have the exact same format by following these steps 43 SmartAddresser 5 TIP Click the Save button 5 that appears next to the Import Map at the bottom of the Open Setup window In the Save As dialog box the file name will appear under Save Map As The file name will have a imp extension By default the map will save using the file name that you are importing However if you would like to use a different name for your map highlight the file name and
194. ned by the laws of the State of California 14 Contact If you have any questions concerning this Agreement contact Datatech SmartSoft Inc 5290 Overpass Road Suite 132 Santa Barbara CA 93111 2048 212 SMARTADDRESSER 5 DEFAULT FIELD DESCRIPTIONS SmartAddresser 5 creates fields to store data as you process the list Some of the fields are required In other words they must exist to perform certain processes within the program Others may only be required for certain types of mail processing For instance when a Periodical Mailer is trying to track subscribers and non subscribers the program requires the user to store this data in a Logical field named subscribe_ Then when the program presorts the mail the Postage Statement will display the correct data Optional Fields also exist for users to store data in The following table explains the purpose of every field that SmartAddresser 5 uses to process data Field Name Field Type Width Description abrev_ Character 4 Address Secondary Name Abbreviation APT STE etc acs_key Character 16 ACS Keyline acs_part Character 7 ACS Participation Number address Character 60 Mailing Address address2 Character 50 Second Address Line address3 Character 50 Third Address Line address4 Character 50 Fourth Address Line address5 Character 50 Fifth Address Line address6 Character 50 Sixth Address Line 213 SmartAddresser 5 address7 address8 address9 address10 area
195. ngs around your own work environment There are five areas where you can adjust settings to suit your own needs Dictionaries Folders USPS Links Fields Startup and Validate as described below Dictionaries Customize the way duplicate records are matched and data is formatted Folders Choose where your files will be opened from or saved to USPS Links Find or change the location of the USPS Database files and connect establish a link to the USPS Database files Fields Determine the fields to be displayed in the Open Setup and Import Window for field mapping or edit the Auto Field Maps used in Opening a List and Importing You can also choose a database to be used as a base structure for creating new files Startup Choose how you would like the program to open or select a color scheme for your SmartAddresser 5 program windows Validate Define how the address is outputted when validating individual addresses Follow the steps below to modify your Properties e From the File menu choose Properties The Properties window will appear 194 Properties amp Properties Dictionaries Folders USPS Links Fields Startup Validate User 1 E 1 A K A Dictionary Used in the Show Duplicates window Format Dictionary Used in the Yalidate Records window and Format window Name Parsing Dictionary E Used in the Parse Name window JO Click on the tab for the Property that you would lik
196. nt field name that you would like to match e Click OK To remove an Auto Map Field Name in the list select it and click the Delete Det button EA Header Records are not always included with every file type H However if you have a Header Record simply check the box that says Use Header in the Open Setup window Field names that do not appear in the Field List or in the Auto Map list will keep their current field name in SmartAddresser 5 TIP 45 SmartAddresser 5 OPENING FIXED LENGTH TEXT FORMATS SmartAddresser 5 now has one of the best Fixed Length Text file importing features available on the market today allowing you to easily define the field lengths After the format is determined you can actually save the structure Then the next time you have a file with the same format you can simply choose the predefined Field Definitions e From the File menu choose Open List e Click the Open Folder button An Open dialog box will appear e In the Open dialog box browse your hard disk and locate the desired file Select the file and click OK The Fixed Length File Setup window will appear amp Fixed Length File Setup Sample Record c program files datatechismartaddresser 2020 5 0 demo disk file sdf 329 characters Length Stop Mari mr Sample Data Type Width Dec m2 2 Character Clvtesssssssssresssssssssees haracter Put your mouse over the edge or corner of the window and cli
197. o this log to trace his her steps This will be valuable for the Technical Support team so that a support engineer can easily reproduce the steps the user took reproduce the results This feature in essence creates a Step by Step document of the user s actions when processing their data and can be printed so that another new user can use this documented information to perform the same steps The value of this feature is immense and will save hundreds of hours of support and training Support people can process a job from start to finish then e mail this step by step document to the user so that they can perform the same steps to complete their tasks INTRODUCTION SmartAddresser 5 is a powerful and comprehensive mail list management system for Windows 2000 NT XP Vista SmartAddresser 5 is CASS Coding Accuracy Support System and PAVE Presort Accuracy Verification and Evaluation certified by the United States Postal Service USPS Our mission is to provide our users with a premier bulk mailing software product and ultimate customer service The SmartAddresser 5 product offers a host of efficient list management features for data manipulation including but not limited to record validation duplicate detection find and replace searching and merge purge The product prepares mail with speed and accuracy in a user friendly interface Our technical support is second to none in the industry and we urge you to contact us using one of our many
198. oftusa com e Order USPS approved tag stock for dot matrix and laser printers e Purchase another copy of SmartAddresser 5 or get information on multi seat licensing options 207 SmartAddresser 5 e Renew your subscription for SmartAddresser 5 or any of its modules The sales department does not answer any technical support inquiries Please direct any support related issues to one of our support options 208 SMARTADDRESSER 5 USERS GUIDE The Software described in this book is furnished under a license agreement and may be used only in accordance with the terms of the agreement Copyright Notice Copyright 2008 Datatech SmartSoft Incorporated All Rights Reserved No part of this publication may be copied without the express written permission of Datatech SmartSoft Incorporated 5290 Overpass Rd Santa Barbara CA 93111 Trademarks SmartAddresser 5 is a registered trademark of Datatech SmartSoft Incorporated Windows is a registered trademark and Windows 3 1 95 98 NT trademarks of Microsoft Corporation CASS PAVE and USPS are registered trademarks of the United States Postal Service FoxPro is a trademark of Microsoft Corporation Other products mentioned in this manual may be trademarks or registered trademarks of their respective companies and are hereby acknowledged Printed in United States of America License Agreement DATATECH SMARTSOFT INC LICENSE AGREEMENT This Datatech SmartSoft Inc Agreement Agr
199. omatically 181 SmartAddresser 5 Click the Auto checkbox in the lower right hand corner of the Open Setup window Click Save on the Open Setup window to return to the Script Editor which now has a single Open List event listed amp Script Editor Tutorial Congratulations You ve just created your first automated event within the SmartAddresser 5 5 0 Scripting Engine Each event that you add will follow the same set of instructions selecting a menu a menu item adding the selected event to the Event Sequence modifying the settings and lastly saving the event We can now set up the rest of the events for the tutorial From the Menu pull down select Special From the Menu Item pull down choose Optimize Database Click on the Add to Event Sequence button Bl Click on the Edit Menu Item Defaults button Si The Optimize Database window will be presented with the default options as shown 182 Properties V Optimize Database Suto Fun N For more information on the optimize database options see Optimizing the Database For the purposes of this tutorial we ll leave the default options selected Click the Auto Run checkbox in the lower left hand corner of the window Click Save and you ll be returned to the Script Editor once more You ll now have two events listed Open List and Optimize Database 183 SmartAddresser 5 amp Script Editor Tutorial Special ounseoasssse JES We re
200. op Shipments e 8125 Drop Shipment Forms SmartAddresser 5 2 Label Designer Builder SmartAddresser 5 has created an intuitive and simple way to generate new label templates With a simple point and click GUI and no typing you can easily design new label templates to fit your specific needs 3 Script The script agent will contain a timer calendar feature so that you can schedule jobs to automatically run on specific days and at specific times The new script agent can watch specific folders Folder Watch and or specific Files File Watch and begin processing automatically and immediately This will give the user ultimate control and allow Managers to setup their workflow ahead of time Managers can also setup websites that take random files submitted by clients and have the files processed from start to finish including the generation of all documentation The File Watch feature supports Wildcards using the Script Selector Table so that files can be linked to Scripts This way when a file is copied into a specific folder the Script Agent can automatically begin processing the Script associated with the File name or File naming convention e g txt or CustO1 txt or CustO1 txt automatically with no user interaction 4 Detail Log This feature will keep track of all windows that were opened settings for each window for that database all mouse movements and steps the user takes to process each list The user can than go back t
201. operties amp Scripts ON ENEEDE Script List P fei Ed Tutorial Created 02 26 2008 14 05 57 Modified 03 06 2006 08 37 14 The tutorial script will already be highlighted for you Click the Run button to view your work You ll see SmartAddresser 5 5 0 process the four steps automatically at which point you ll be presented with a notification that the script completed successfully You can then open up My Computer on a Windows PC to navigate to the C Program Files Datatech SmartAddresser 2020 5 0 Demo Presort Folder location to see the resulting files that were generated Congratulations on creating your first automated script within SmartAddresser 5 It is recommended that you experiment with the settings before attempting to run a live job but if you require assistance with scripting or even general technical support you can easily reach our highly trained technical support staff via any of the options listed in our contact information 189 DICTIONARIES A K A Dictionary The A K A Dictionary includes common match code references that aid in duplicate detection For example Bob matched with Robert or Kari matched with Karen You can edit the A K A Dictionary from either the Properties window or the Show Duplicates window To edit the A K A Dictionary follow the instructions below e Click the A K A Dictionary button A The A K A Dictionary window will appear A K A Dictionary Name A K A Name
202. or Copy CTRL C and Paste CTRL V to duplicate the line Drag the newly created duplicate line into position by clicking and dragging the mouse button If the snap to grid option is on and you find the box jumping around as you drag and not moving smoothly you can hold the CTRL key on your keyboard to temporarily disable the grid Once the new line is placed in the desired location simply double click it to bring up the 162 Printing Report Expression window and modify the Expression directly This way you won t need to create and resize multiple lines you can simply create one and then duplicate it with the exact height and width of the other lines Adding Numeric or Date Type Fields to the Expressions Adding fields other than character fields requires slightly different syntax It s not any more difficult you just have to keep in mind that numeric and date type fields must first be converted to a character string to print with other character fields Those expressions to convert numeric and date type fields to character strings follow Numeric Fields ALLT STR fieldname This converts the numeric field to a character string and then uses the Alltrim expression to remove any leading or trailing spaces printing only the numerals Date Fields DTOC fieldname This converts a date field to a character expression literally translated it would be Date TO Character Using the previous example in the Table Designer if you w
203. or online at http pe usps gov SmartAddresser 5 is PAVE Presort Accuracy Validation Evaluation Certified for all types of presorts e From the Sort menu choose Presort Mail The Presort Setup screen will appear W Presort Setup Profit tee v Pounds cl 0 04810 le macna vw MM Trays nal 311 E For the purposes of this tutorial we will be preparing a Standard Class Letter sized piece for mailing Follow the steps below to setup the presort properly e From the Class pull down select Standard Mail 23 SmartAddresser 5 e From the Status pull down select Profit e From the Size pull down select Letter e From the weight pull down choose Ounces and type 03 without the quotation marks into the text box e From the Type pull down choose Machinable Enable the Print Barcodes option e From the Pay Type pull down choose Imprint Not sure what your mail piece s size should be That s ok Use the size calculator button to open the Mailpiece Size Calculator window You can then enter the height length and thickness of the piece and SmartAddresser 5 will x determine the proper size choice to select for you You can use the other calculator buttons in the presort setup screen to determine the weight of a TIP single piece and the minimum and maximum pieces per tray as well If you re not sure what the required data of your particular sort is click on the appropriate calculator butto
204. osoft Visual FoxPro and we recommend that you contact SmartAddresser 5 Technical Support for guidance and custom label or report creation Group Footer not pictured If you use the Data Grouping feature you will have a Group Footer in addition to the Group Header band Group Footers typically display summaries or subtotals for each level of data grouping As with Group Headers knowledge of Microsoft Visual FoxPro is required and we recommend contacting the SmartAddresser 5 Technical Support staff Summary not pictured The Summary is one or more pages that appear after the main report It can contain summary information totals or averages or text that summarizes the contents of the report Like the Title band it is printed once per label or report printing See the topic Creating a Title or Summary Band for instructions on creating a Summary band MODIFYING THE BAND HEIGHT There are two methods to modify the height of the individual bands either clicking and dragging a band to the desired position or double clicking the band and inputting an exact value The latter is the recommended method for modifying the height of each band as you can be very precise with the height of the band allowing greater flexibility and efficiency while designing your labels You can however use the grid lines and the rulers shown down the left edge of the Label or Report Designer for guides if you choose to use the click and drag method 152 Prin
205. ou may not rent lend or lease the Product You may not distribute or otherwise provide copies of the Product to any third party You may not modify adapt translate reverse engineer decompile disassemble or create derivative works from or based on the Product You must comply with all applicable laws rules and regulations applicable to the use of the Product 5 Termination This Agreement is effective until terminated This agreement will terminate automatically without notice from SmartSoft if you fail to comply with any of 210 License Agreement and Copyrights the provisions set out herein Upon termination you shall destroy purge from your CPU the written materials and all copies of the Product and Documentation 6 Maintenance If SmartSoft offers maintenance for the Product the terms of such maintenance including any applicable fees shall be set out in a separate agreement between you and SmartSoft In the absence of such maintenance agreement SmartSoft shall be under no obligation to maintain or support the Product 7 Substitution and or Withdrawal of Product SmartSoft reserves the right to substitute or withdraw the licensed Product In the event that SmartSoft substitutes a Product to fulfill a subscription and you are dissatisfied with the substituted Product you may return the substituted Product for a full refund of the unamortized license fee paid by you to SmartSoft In the event that SmartSoft withdraws the Product li
206. ou to determine whether the selected object is opaque or transparent Opaque prevents objects behind the selected object from showing through it A Transparent setting allows objects behind the selected shape or field to show it INTRODUCTION TO SCRIPTS 173 SmartAddresser 5 Have a repetitive job that runs with the same settings time after time How about scheduled processing that you would like to set up to run over the weekend when you re not present With the powerful Scripting Engine within SmartAddresser 5 you can do that and more Setting up script routines is as simple as selecting a menu and a menu selection that you d like to perform creating an event sequence in the easy to use Script Editor Getting your processes automated in SmartAddresser 5 is quick and easy Here s how to get started To enable the Scripting feature you ll need to close any active database or window within SmartAddresser 5 then click on the Special menu and Script will be available SmartAddresser 5 0 v5 3 31 File Edit Select Sort EN View Additions Help Lookup F7 Once you ve entered the Script Window you ll be able to create or modify any scripts that are saved on the system The first time you enter the Script window you ll be looking at an empty box waiting for you to create your first script 174 Properties L Scripts Script List Created 06 25 2007 08 01 01 Modified 06 26 2007 14 10 37 Script Description
207. ping 194 Field Maps 46 54 Field Maps folder 46 54 Field Names 42 54 70 213 ASSIENINE ees ees eke ee ee 42 Field Used sissies RR Ek eee 213 VEL MO RR OT 213 Field gt Condition gt Data Input gt Conjunction Fields 42 46 54 66 70 75 77 85 89 93 113 194 197 213 218 VETTE 42 Replace Content 75 Fields Properties 197 Fields Properties Tab 197 Fields Properties window 197 file 3 40 46 51 54 66 68 87 194 196 203 213 CASS Gertify teens 3 rie La uite nez N 51 PIOSOM PETERE Zeie d deg 3 ES delg MR OE ere 87 SmartAddresser 2020 opens 40 File menu 39 40 46 49 50 51 54 62 87 194 196 198 200 203 File Watch eere eerie 3 File Properties 9 236 File Properties Fields 9 Fill Field Name 75 Fill window eeee 75 Filling records 75 fills erri 3 46 64 75 93 Address Type 93 Area Code ee 93 County Code 93 County Name 93 Data Into tete neris 75 Delivery Point 93 Finance Number 93 Longitude essen 93 Time Zone
208. press CTRL N on your keyboard e Enter the desired data into the fields in the New Record BACKING UP DATA The Backup feature in SmartAddresser 5 compresses your SmartAddresser 5 Database to a zip format By default the resulting zip file will be stored in the same directory as your actual database However you can change the path and save the zipped file to another location The compressed file can be decompressed using WinZip or by Restoring it in SmartAddresser 5 It is not required to have any compression software on your computer to use the Backup and Restore features in SmartAddresser 5 Follow the steps below to create a Backup of a file e From the File menu choose Backup The Backup window will appear c program filesvdatatechYsmartadc B suo puri e f you would like to save the compressed file to a different location click the Save button e Click Backup 62 Duplicate Detection A For information on restoring or decompressing your compressed list see Restoring Data TIP CLEARING MARKS The Clear Marks feature allows you to clear records that are Marked in the database See Marking Records for more information on Marked records Follow the steps below to Clear Marks e From the Edit menu choose Clear Marks The Clear Marks window will appear amp Clear Marked e L L L L ts e Eo N e Click on the desired radio button that will best determine your scope for clearing marked
209. previously deleted records in the database before the search is executed For more information on Deleting records see Deleting Records After Search Mark Matches Marks the matching records found For more information on Marked records see Marking Records Delete Matches Deletes the matching records found For more information on Deleting records see Deleting Records Count Matches Counts the records that are found during the search Close Window Closes the Search Editor window when the search is completed AX The Count Matches check box and the Close Window check box cannot be checked simultaneously Click Search When the search is complete the matching records will be displayed Searching and Querying Data When the search is completed the program will consider the output a Selection X of records This is handy when you want to use only the records from the search eg result during the next process in SmartAddresser 5 Use the Scope radio buttons available in most features to tell the program that you only want to process the TIP Selection Presort only processes the selection of records showing on the screen at the time of Presort To save the Search Filter follow the steps below e Click the Save Filter button in the Search Editor window e Givethe saved Search Filter a name in the Save As text box Do not browse to a new location the Searches folder will be selected automatically e Click Save
210. ptions for each Include Deleted Includes the deleted records in the process Auto Close Automatically closes the window when the process is completed Auto Run Available only when running a script See Scripting for more information The Clear Marked option is not on all consistent window formats as it is only listed on the Mark Window 37 SmartAddresser 5 KEYBOARD SHORTCUTS WITHIN SMARTADDRESSER 5 There are many functions in SmartAddresser 5 that can be accomplished by using keyboard shortcuts Below is a list of keyboard shortcuts and their functions Shortcut Function Ctrl O Open database Ctrl W Close active database Ctrl Q Quits the SmartAddresser 5 program Ctrl X Cut highlighted data Ctrl C Copy highlighted data Ctrl V Paste copied cut data Ctrl M Open the Mark window Ctrl N Add a New Record Ctrl A Show All Records Ctrl H Open the Search Editor window Ctrl G Go to Record Ctrl Z Undo last action Alt D Show Deliverable records Alt M Show Marked records Alt B Show Background records 38 Duplicate Detection CREATING A NEW DATABASE Most users will have existing files that they will want to import into SmartAddresser 5 However some users may need to create a blank database and manually input the data and others may want to use the Import feature to import data into a blank database that has the same structure as previous files that they have worked on Either wa
211. r MM Trays 265 jas reer LE E MIU If you haven t previously completed the Introductory Tutorial that s okay You ll just have a few extra steps to take at this point Under the Saved Settings section of the Presort Setup window click the Create New Settings button Di The cursor will move to the Saved Settings text box Type Demofile without the quotes and then click the Save Settings button Bl Performing the previous two steps will create the saved settings that the script editor needs to process the presort automatically Click the Auto Run checkbox in the lower left hand corner of the screen Click the Save button to return to the Script Editor window one last time It should now appear as shown 187 SmartAddresser 5 amp Script Editor Tutorial en D bag AE E3 Presort Mail cSettingName inAuto 1 Congratulations you have created your first automated script within SmartAddresser 5 Now it s time to save the script and run it to view the results of the tutorial If all previous steps were performed you will be allowed to return to the Scripts window and simply click Run Script at which point SmartAddresser 5 will run through the import optimization validation and presort events You ll be presented with the Print Presort window as if you had just manually processed a file Click the large Save button in the Script Editor window to return to the Scripts window 188 Pr
212. r and Warning Codes Creates a field named ERRNO that will contain Warning Codes and Error Numbers that pertain to the records being processed Duplicate Detection e Select the desired Format Select Upper for all upper case output or Mixed for upper lower case output This feature will format the COMPANY ADDRESS and CITY fields If you would like to format other fields see Formatting the Data e Enable the Format Dictionary if desired See the Format Dictionary for more information Once you have selected your settings in the Validate Records window you can save them for future lists that you would like to process the same way by following the steps below Under Saved Settings do the following e Click the New button n e Type ina name for your settings e Click the Save button e The next time you have a list that you want to Validate with the same settings choose your Saved Setting from the pop up menu e To view the statistics of your validation while processing select the Show Stats check box under Misc e To automatically close the Validate Records window when the process is complete select the Auto Close check box under Misc e Select either the Selection radio button to Validate only the selection of records showing on your screen or the All radio button to Validate all of the records in the list The All and Selection radio buttons are located in the lower right corner of the Validate Records window
213. r button 46 49 Open List 40 46 49 50 197 ChOOSINE esee 50 Open List Setup Window 3 Open List window 198 REI EVEN 198 Open Saved Filter button 114 Open Setup 9 46 194 Open Setup window 9 35 40 42 44 46 49 53 197 198 Displays tren 35 Open Create ee eene 9 Open Create window 3 9 35 198 DISplay i eee ees 198 Make REDE 3 Opening 3 9 33 35 38 40 46 49 50 194 197 ClO0Se een uge Seu Ae gees hs 3 Comma Delimited Text File 9 D BE ER N 33 50 DBF File richten 50 Delimited Text File 9 Fixed Length Text Formats 46 Label Format Files 49 BEE 9 35 194 Mailpiece Size Calculator window 9 New List een 40 Smartaddresser 2020 5 0 9 Table Designer 197 Optimization esses 9 Optimize 9 35 53 80 92 Database 9 53 80 92 Optimize Database 53 92 Optimize Database check 53 Optimize Database window9 33 53 92 Displays rrr nes 33 SmartAddresser 2020 displays 53 Option EE EE 75 89 207 Ch0056 cere Rats 75 eo EA EE EE 114 Or ale EE EE EE ER tiisak 3 Order By N N N 107 Order USPS
214. r that the fields appear in the Table Designer dialog box This will reorder the structure of the database and make it the List View Default A Moving the fields around in the Table Designer will not affect your current View of the database You must choose List View Default from the View menu to see pp You list in order based on the structure setup in the Table Designer Follow the steps below to reorder the fields in the Table Designer e In the Table Designer click on the field that you want to reorder as shown below 74 Duplicate Detection Table Designer demofile dbf Fields Indexes Table Name Type Width Decimal Index NULL Display P first Character 55 Format C company Character 50 address Character 60 D city Character 30 C sal Character 20 Field validation Ld middle Character 20 Rule Ses Character v 30 Message C st Character C zip Character C crit Character Map field type to classes Character Input mask Caption Default value Display library Character Character Display class Character Autolncrement Character Next Value Character Field comment Ces e Position your cursor in the gray box to the left of the field where the double arrow appears and click and drag the field into the desired order VA When indexes are created in SmartAddresser 5 they appear under the Ad Index tab in the Table Designer Indexes are created when you sort by a field in the
215. r that you use the Auto Map feature to map your name data to these fields You will also get better results from your duplicate detection if you Parse the name in advance By Address Compares the data in the fields COMPANY ADDRESS and ZIP If the company name is blank it is ignored Select this option if you want only one record for each unique address or company address in your database By Household Compares the data in the fields LAST ADDRESS and ZIP to determine if there are two people with the same last name at the same address in the list Use Soundex Uses a unique algorithm to compare names that sound similar For instance Carrie and Cary 110 Duplicate Detection Exact Match Will only detect duplicates that match exactly in each field Address Match Threshold Adjusts the percentage of characters in the ADDRESS field that the program will use to detect duplicates by searching the field from left to right You may choose to adjust the Address Match Threshold if you are mailing to apartment complexes where all of the addresses are the same except for the apartment number USER DEFINED DETECTION The User Defined method of duplicate detection allows you to set up Match Codes on any field in the database You can determine how far into the field you want to match You can detect duplicates on as many fields as you would like and you can determine the order in which the fields are checked You can also set up an A
216. rt Setup Standard Mail etter v LES Pounds 0 04810 E8 Machinable el MM Trays heel Schklkez B vui WB cung e Ensure that the Include Non ZIP 4 Records and Include Carrier Route Sort Level checkboxes are enabled The next step is to input the data for your Mail Drop Setup The ZIP 4 is the location where your permit is held For the purposes of this tutorial we ll use Culver City CA e In the ZIP 4 text box under Mail Drop Setup input 93111 and hit Tab on your keyboard This will set your local post office to Goleta CA 93111 9998 26 Getting Started W Presort Setup Standard Mail Profit Pounds 0 04810 E5 Machinable vlr Imprint SL EE MM Trays N reer 2 a E a k suis un e Under the Saved Settings pull down Click the Create New Settings button nj then type Demofile into the Saved Settings box Lastly click the Save Current Settings button a This allows you to recall any saved presort settings at any time from the drop down menu When completed your presort set screen should like the following 27 SmartAddresser 5 W Presort Setup Standard Mail Profit Pounds 0 04810 iy Machinable vlr LJ Presort Folder MM Trays e SIS MEE SEE N reer MEN EGE vy M AESA 0 00000 suis un e Click Presort and you ll be taken to the Print Presort window 3 Print Presort 4 Open Presort Print Labels 1 Demofile At
217. ry 4145 ee eren ee n 9 B Background 89 backup EE EE OE 3 Back p eR 62 68 196 Gl edte sis deae eene RES 62 Backup Duplicates 107 Backup window 33 62 Displ ys rte 33 barcode 9 89 93 101 123 213 T E 93 determinesas iniiai 9 BARCODE field 93 barcoded 5 eene 123 Barcoded Tray Sack Tags 9 Printing iret cs evaded eroi 9 Barcodes ti ees Ee EE EER ra ds de 3 BaSiC Ses AE ee Re 9 107 109 113 Basic Detection 109 Basic Searching 113 Batch Mode 103 Batch Mode check 103 Before aiit ede bees GER Ged 70 213 Before Search 114 Begins With 93 113 114 i BR EE EE EE 3 LIRE 213 BM EE TTT 123 SCF and or eeee 123 Bob ore 9 107 111 190 Robert niter 111 Bottom 5 ener e zeneos 46 80 89 list80 Bound Printed Matter 3 123 Browse button 123 196 Build Sort Keys button 59 building 59 78 111 114 119 191 cross reference 78 191 Match Code iese ese ee 111 Search Elter 114 User Defined ees ee ee ee 59 Bulk Mail Center
218. s 93 Undo E 38 46 Undo button EEN 46 lr UC 93 219 Unique ZIP iese es nere 219 Hd RR RE OE OE Ee 5 103 United States 5 191 United States Post Office 219 United States Postal Service1 5 9 123 United States Postal Service 205 Unlimited Undo 3 Update iss ER SR hee Nee 93 103 Update Address window 103 Update Database button 9 BAR EE 78 93 Upper Formats 78 upper lower eere eene 93 Mixed iS eege t RE aere 93 OS 89 191 User Defined 9 59 80 107 111 UU diem 59 User Defined Detection 111 User Defined Dictionary button 191 User Defined Format Dictionary 191 User Defined Match Code 111 User Defined Sort window 59 User Defined Sorting 59 Users Guide eere 1 5 USPS usteet 1 5 89 93 123 194 200 203 213 219 including ee ee 93 Le 203 USPS Database 9 89 93 103 194 200 203 linking eese 203 QUGEV iiec citer Rena SS 103 USPS Database window 103 USPS stie eeu ee nnd a eene osi 203 USPS Geographical Latitude 120 according esse esse ee ee 120 USPS LINKS seek es es vase 194 203 USPS Links Properties 2
219. s of a specified ZIP Code The search is conducted from the center of the 5 Digit ZIP code according to USPS Geographical Latitude and Longitude Follow the Steps below search for records within a Radius e From the Select menu choose Search Editor or click the Search button from the main toolbar The Search Editor window will appear E Search Editor Begins Vvith These Values Begins Vu a Letter Begins With a Number Begins Vith or Matches Contains Contains All of These Values w Contains Any of These Values Wie Run e Selectthe ZIP field from the Fields list e Select the Condition Within Radius of Nth Miles A Look For text box will appear in the Search Editor window that will demonstrate how to enter the data for the radius search 120 Searching and Querying Data EJ Search Editor Nth Position is a Letter A 93422 500 2004 Nth Position is a Number Nth Position is not a No or Letter Rhymes With Sounds Similar Where Character Occurs Nth Times Within Radius of Nth Miles Within Wie Run H e Type in the ZIP Code distance in miles and maximum number of records that you are searching for Xd The maximum number of records is not required unless you wish to find an Nth number of records closest to the criteria TIP e Check the desired boxes at the bottom of the Search Editor window and then click Search You have now created a selection of records that will be displayed
220. se To do so perform the following steps Under the Saved Settings section click on the Create New Settings button n The cursor will be placed into the text box directly above the row of buttons allowing you to type in a name for your new settings Type Tutorial without the quote marks and then click the Save Settings button The Saved Settings area should now resemble the following image Tutorial BETES Click the Auto Run checkbox in the lower right hand corner of the window 185 SmartAddresser 5 Click the Save button in the upper right hand corner of the Validate Records window to return to the Script Editor You should now see three events as shown amp Script Editor Tutorial Special Vata records Elle Validate records Tutorial 1 We ll now create the last tutorial event the Presort event From the Menu pull down select Sort From the Menu Item pull down select Presort Mail Click the Add to Event Sequence button El Click on the Edit Menu Item Defaults button Si You ll be presented with the Presort Mail window We ll be using the same demo settings from the Introductory Tutorial If you have previously completed the tutorial you will already have a saved setting named Demofile listed in the Saved Settings pull down If not set up the window as shown in the following diagram 186 Properties i Presort Setup E z 0 04610 Jis Machinable vlr LETT Presort Folde
221. set of variables created by SmartAddresser 5 programmers for the default fields found within the Default Fields and Attributes If your database contains SmartAddresser 5 default names then the az method will work perfectly but takes a bit more work than the next option Between the fields you ll need to either insert a comma or plus signs with quotation marks and a space between them to tell SmartAddresser 5 5 0 that you want to print a space between each field Examples of the az method would be azFirst azLast or azFirst azLast azAddress azCity azSt azZip or azCity azSt azZip Option 2 Field Field method The Field Field method allows you to combine any fields together on a single line providing they are all character fields It will also work for a single field name by itself Some examples of Field Field method expressions would be 161 SmartAddresser 5 first last address city st zip Notice that there are no spaces between the field names only a comma This method will also remove any extra spaces that would normally be present using the third option without all the complicated expression syntax that it would normally require Option 3 ALLTRIM method The Alltrim method allows you to use the three primary functions ALLTRIM or ALLT for Character fields STR for Numeric Fields and DTOC for Date fields in conjunction with plus signs to combine fields Between fields you ll want to put an
222. sor in an existing field and click Insert A field named NEWFIELD will appear with a Character Type and a default Width of 10 e Type the desired name of the field and press Tab e From the Type pop up choose a data Type and press Tab Data Types are explained in detail below e Adjust the Width of the field as desired To add additional fields repeat the steps above To Delete a field e Position the cursor in the field that you want to Delete e Pressthe Delete button 71 SmartAddresser 5 TIP TIP The selected field will be removed and all the remaining fields shift up one position in the structure A Before deleting a field be sure that you have chosen the correct field name This function will permanently delete the data in the field To change the name type or width of a field Position your cursor in the field that you want to change Make the desired changes Click OK Click Yes to make the Structure Changes Permanent If the data type that you ve chosen has a variable field width a spinner appears under the Width heading You can change the default value by clicking the spinner control or by entering a width for the field in the Width text box If the data type is Numeric or Float a spinner appears under the Dec heading You can change the number of decimal places the field will have by using the spinner control or by typing a number in the Dec text box Data Types 72 Character Use Charact
223. splay field names in alphabetical order Default based on database J Used in the Create Open and New Database windows JO 197 SmartAddresser 5 Click on the Edit Auto Map Field List button if you would like to modify the Auto Map Field List See Automatic Field Mapping for complete information and instructions on this feature Click on the Edit Field List button if you would like to modify the default database structure used when opening a list importing lists or when you create a new blank database When you modify the Table Design using this feature the field names that you choose will be used as a base for field mapping in the Open Setup window the Import Window and when you create a new blank database The feature opens the Table Designer to allow you change field names and field attributes If you have a database already created that contains a structure that you would like to follow in new databases type in a path to the file or use the browse button to locate the file under Default based on database Check the Display Field Names in Alphabetical Order check box if desired When you check this box field names will be displayed in alphabetical order in the Open Setup window Click OK STARTUP PROPERTIES TAB The Startup Properties allow you to choose what happens when the program opens For example you could go directly to the Open Setup window where you can open an input file or you could have
224. ss match threshold mele AE ellRecerd NE suo Run S El 19 SmartAddresser 5 The SmartAddresser 5 Show Duplicates window offers two methods of duplicate detection shown by the tabs at the top of the screen Basic and User Defined The Basic duplicate detection process finds duplicates by matching specific predefined fields in the database The User Defined duplicate detection method allows you to control the fields or portions of a field that you wish to match on For the purposes of this tutorial we will be using the Basic method of detection 20 Click on the Basic tab if it s not already selected Select Person as your chosen match code Set the Priority Record to Original This tells SmartAddresser 5 which record you want to keep when finding duplicates Original flags the record closest to the top of the list as the priority record while Newest would keep the record closest to the bottom Enable the A K A Dictionary in the lower right hand corner of the window The A K A Dictionary includes common match code references that aid in duplicate detection For example Bob would be flagged as a match for Robert Mike for Michael etc For more information on the A K A Dictionary see the A K A Dictionary section of the help guide Select the Use Soundex option This uses a unique algorithm to compare names that sound similar For example Carrie and Kari Leave the address match threshold at 80 Th
225. st Label Format files have a consistent number of lines in each record SmartAddresser 5 will convert the file to DBF format based on this information If the file does not have a consistent number of lines the file must be converted in another program before it can be opened in SmartAddresser 5 Follow the steps below to open a Label Format file e From the File menu choose Open List be e Click the Open Folder button el An Open dialog box will appear e In the Open dialog box browse your hard disk and locate the desired file Select the file and click OK The Label Format window will appear e Typein the number of lines that make up each record e Click OK The Input File Data will be displayed in the Open Setup window e See Opening a New List for further instructions 49 SmartAddresser 5 OPENING A DBF FILE It is simple to open a DBF format with SmartAddresser 5 The program will preserve the file structure when it is opened in SmartAddresser 5 unless you change it yourself while in the program Follow the steps below to open a DBF e From the File menu choose Open Database An Open dialog box will appear e in the Open dialog box browse the hard disk and locate the desired file Select the file and click OK SmartAddresser 5 will immediately open the file If the file does not open or an error occurs try choosing Open List from the File TIP menu so the program can determine the file format for you A DBF
226. steps below to Export data from a SmartAddresser 5 Database e e From the File menu choose Export or click on the Export button el in the main toolbar The Export Setup window will appear i Export Setup 2 L N e Select the fields that you want to export by double clicking in the Field List or click on the field and use the pointing finger buttons to move each field or click the Export All Fields check box if desired e Adjust the field Type and Length as desired e f you would like to combine fields or separate field components click into the Expression box and type the desired expression e You can use Expressions to combine two fields or to rename the fields as you re exporting For example to combine FIRST and LAST name with a space between them and to change the field name to NAME you would use the Expression ALLT first ALLT last 55 SmartAddresser 5 For assistance on writing Expressions contact SmartSoft Technical Support See Technical Support Options for more information Click on the desired radio button that will best determine your scope for exporting records For information on scope radio buttons see Consistent Window Formats Choose the desired file format from the Export Format pop up Click the Include Header Record check box if desired The Include Header Record check box will not be available for file types that already contain a header record by
227. t The Copy Script button allows you to make a duplicate of an existing script Refresh The Refresh button will refresh the current Script Window showing any modified script names or added files to the configured watch folders Monitor The Monitor button toggles SmartAddresser 5 s Watch Folder feature SmartAddresser 5 5 0 will monitor a specified folder for files matching the Watch Folder criteria and run the pre configured script automatically when the folder contents change Help The Help button opens this help page Close Clicking the Close button will close the Script window Properties SMARTADDRESSER 5 SCRIPTING TUTORIAL Welcome to the SmartAddresser 5 Scripting Tutorial It is highly recommended that you first complete the Introductory Tutorial in the Getting Started section prior to completing this tutorial The Basic Tutorial will give you a firm understanding of the program functions and will make automating those functions much simpler If you already have a working knowledge of SmartAddresser 5 then the Introductory Tutorial may not be necessary This scripting tutorial will demonstrate how to automate the same processes that were used in the Introductory Tutorial with the only difference being right in the beginning When scripting you do not launch from the Open Create Window and there s no option for the Open Create Window in the script editor so we ll use File gt Open List to open a new list Let s get started
228. t file in the Presort Directory if printing from within a presort named eLabels pdf or the database location if printing from List View named This file will have the same name as the database but will have a pdf extension instead of dbf For example the demofile dbf used in our tutorial would have a demofile pdf PDF file in the database location Printer Prompt Displays the Windows Printer dialog after clicking the Print button This allows you to redirect the printed document to a driver other than the one specified within the label template For more information on editing Label Templates see Editing Label Templates 136 Printing Preview Displays a Preview of the data that will be sent to the printer Print Barcode Prints the Barcode on the mail piece or label for automation mailings Pause Printing Pauses the printer between Containers or Packages when printing presorted addresses or even when data changes in a specified field When printing in List View order printing can be paused using information in a specific field See Pause Printing for more information Include Deleted Will include Deleted records in the list if you are printing in List View order This check box does not apply to Presorted records since Deleted records are not included in the Presort process If you are starting to print from a specific record in the list and you need to locate it use the Look in and Find text boxes to disp
229. t the Page Setup using the options found in the window Number of Columns Column Width Column Spacing Printable Page or Whole Page Left Margin and the Print Order Each of the values found in the Columns area is a spinner meaning the settings can be changed by highlighting the current value and then typing the desired number A secondary method would be to click on the spinner s up and down arrows to the right of the value which raise it in predetermined increments A description of the settings follows COLUMNS Number The Number spinner allows you to specify the number of columns in the label or report Width This spinner allows you to specify the width of the individual columns Spacing The spacing spinner allows you to modify the width of the space between the columns PRINT AREA Printable Page If you choose the Printable Page option SmartAddresser 5 5 0 will adjust the Page Layout to fit within the constraints of the template s currently assigned printer driver and paper size A rectangle shown on the page preview area to the left represents the printable page margins 154 Printin Whole Page If you select the Whole Page setting the edges of the actual page will E adjusted to the absolute minimum margins for the Page Layout Some printers cannot print to the extreme edge of the page but SmartAddresser 5 5 0 will use the page in its entirety for its printing If your printer model cannot print to the entire page
230. ta in what we call a List View format and displays all of the records This basically means that the data will be displayed in a spreadsheet format on your screen You can view sets of records in the program using the Show pop up located in the interface bar at the top of the List View window as shown below or by selecting Show from the Select menu 89 SmartAddresser 5 Deliverable Alt D Deliverable DPY Confirmed gt Undeliverable Multi Matched NCOALink Matches NCOALink Matches gt Not Attempted Not ZIP 4 Coded Invalid ZIP Codes Marked Alt M Deleted Marked and Deleted Background Alt B Show Drop down Menu When you Show a set of records SmartAddresser 5 puts the balance of your data in the background and does not include it in various processes throughout the program For example SmartAddresser 5 s Presort will only process records Showing on your screen and when you are Interacting with the USPS Database only the records that are Showing will be used in batch interaction If you wanted to use only deliverable records in a Presort you would choose Show gt Deliverable from the Show drop down Alternatively if you wanted to perform a non automation Presort on both your Multi matched and Undeliverable mail you would choose Show Deliverable and then choose Show Background prior to Presort The Export feature also saves only records that are showing on the screen When you use the Show feature SmartAddr
231. the Label Designer itself ADDING FIELDS THROUGH THE DRAG AND DROP INTERFACE Adding fields and content through the Label Layout Assistant couldn t be easier Follow the instructions below to begin creating custom content on your labels in SmartAddresser 5 From the Page Settings window click the New button El The Label Layout Assistant appears as shown below 145 SmartAddresser 5 Label Layout Assistant EE 0 000 gt Database Fields lt lt First gt gt lt lt Company gt gt lt lt Address gt gt lt lt City gt gt lt lt Sal gt gt P ames EE EE Since you already know how to design a basic Avery 5161 label we ll continue using the example found in Creating a New Label Template However instead of using the Default Address Blocks area as in the previous topic we are going to create a custom address block that includes both text and variable fields much like the information found in Adding and Combining Fields If you ve reviewed the information found within that topic you ll realize just how simple and powerful the Label Layout Assistant is The address block we re going to construct using the the Assistant will contain the following information Barcode Tray Number an asterisk Bundle Number and the Endorsement line Valued Customer static text along with First and Last fields Or Current Resident static text Address field City field a static text comma State field and zip field Wh
232. the operations you ll return to time and again with each successive mailing For more detailed instruction on other operations within SmartAddresser 5 refer to the applicable section of the help guide 31 SmartAddresser 5 SMARTADDRESSER 5 SYSTEM REQUIREMENTS 32 PC with Pentium class processor Pentium 3 Class or higher recommended Microsoft Windows 98 ME NT 4 0 2000 XP Vista operating system with current available service packs installed 512MB of RAM 2 Gigs recommended 2 gigs of available hard disk space DVD Drive Super VGA or higher resolution monitor Microsoft Mouse or compatible pointing device Microsoft NET framework 1 1 or later installed Internet Access recommended Required for some Add ons SMARTADDRESSER 5 TOOLBAR AND BUTTON DESCRIPTIONS Buttons There are many buttons in the SmartAddresser 5 toolbar Each function that a button performs can also be accomplished by selecting the corresponding menu option For more detailed information on each button s function see the corresponding topic Each button in the main toolbar and its function is described briefly below Button Functions Displays the Create New Database window a __ Displays an Open dialog box to allow you to open a DBF amp Displays the Font dialog box to allow you to change the font in List View Displays the Backup window eie Deletes the record that is currently selected If the current record is already deleted
233. things like a period in the template name 5162 8 5 X 11 5 for example would save as 5162 8 Ibx stopping at the first period Avoid using symbols in template names whenever possible but spaces and alpha numeric characters are perfectly fine For our sample 5161 template we ve named the file Tutorial 5161 and we re ready to save Save Label Template As tutorial 5161 bx I Advanced Preview Close Clicking the Save button at this point will save the template and return you to the Print Settings screen where you ll automatically have your new template selected in the template pull down menu 144 Printing You re now ready to print congratulations You can also create custom content and use advanced features within the Label Layout Assistant For information on customizing the address block with database or presort fields and custom text strings see Advanced Label Layout Assistant Tutorial ADVANCED LABEL LAYOUT ASSISTANT TUTORIAL The SmartAddresser 5 Label Layout Assistant is an incredibly powerful feature packed into an easy to use interface If you haven t familiarized yourself with the Label Layout Assistant at this time review the information found in the Creating a New Label Template topic This covers template creation and naming procedures as well as basic address block creation This topic is designed for users who wish to use the Label Layout Assistant to create custom content on their labels without entering
234. ting Clicking and dragging is very straightforward click on the band and drag it up and down For the more detailed double click method follow the instructions found below While in the Label Designer double click the desired band Using the above image we ll focus on the Page Header band for the purposes of this guide You ll be presented with the Page Header height window Page Header Height 0 5000 Cancel Run expression On entry SW On exit Adjust the height of the Page Header band by highlighting the 0 5000 and typing in the desired value o If you re an experienced Visual FoxPro user you can use custom z expressions under the Run expression area Simply enter your desired TIP expressions for entry and exit This method can be used for all bands found within the Label Designer ADJUSTING THE PAGE LAYOUT The Page Layout window allows you to determine the number width and spacing of the columns in the label or report as well as the left margin of the entire page This section will instruct you on how to modify these settings From the File Menu while in the Label Designer select Page Setup The Page Setup window will appear 153 SmartAddresser 5 Report Page Setup Page layout Columns Number E Width 4 109 Spacing 0 156 Print area Printable page FE Whole page EE Print order Left margin 0 1251 Dimensions Inches Adjus
235. tself by using the Top Indent and Left Indent settings Be aware that the settings are for the upper left corner of the address block so you ll want to take into account a width of approximately four inches for the default address blocks at creation On the standard 5161 layout a small indentation of 2 inches on both top and left indent works quite well After selecting your address block and indent settings your Mail Merge Fields area will resemble the following image shown using the Address Block with Endorsement amp Barcode setting Mail Merge Fields Barcode lt lt Endorse gt gt lt lt First gt gt lt lt Last gt gt lt lt Company gt gt lt lt Address gt gt City lt lt Sb gt lt lt Zip gt gt v That s all there is to it Creating the address block for most standard labels is easy and efficient within the SmartAddresser 5 Label Layout Assistant SAVING THE NEW TEMPLATE After you ve selected a template default assigned the column dimensions and chosen a default address block the only thing left to do is save the template Follow the instructions below to create your first customized label you re almost done In the Save Label Template As text box type your desired label name It is recommended to avoid using symbols in the template names other than the pound sign 4 underscore or hyphen Using symbols other than those noted can create issues Specifically
236. tt EES GEN is 70 inicliideS eng oe EE RR ake 219 ZipMove Implementation 219 z ZIPMOVE record 219 ZIP 9 53 59 80 82 84 89 92 93 247
237. ty Code into each deliverable record in the database County Name Duplicate Detection Creates a field named COUNTYNM and fills the County Name into each deliverable record in the database Congressional District Creates a field named CONGRESS and fills the two digit Congressional District Code into each deliverable record in the database LACS Flag Adds a one character LACS indicator field named LACS SmartAddresser 5will fill the letter L into this field for address records that are being converted to their 911 equivalent After Validation is complete search for records that contain an L in this field There are many service bureaus including the USPS that can convert these records to the new street address for you 5 Digit ZIP Code Creates a field named ZIP5 and fills only the 5 digit ZIP Code into each deliverable record in the database 4 Code Creates a field named ZIP4 and fills only the 4 Code into each deliverable record in the database Delivery Point and Check Digit Creates a field named DPC and fills the Delivery Point and Check Digit into each deliverable record in the database Delivery Point Creates a field named DP and fills the Delivery Point into each deliverable record in the database Check Digit Creates a field named CHKDG and fills the Check Digit into each deliverable record in the database Area Code Creates a field named AREA and fills the Area Code into eac
238. type in 1 it will only find the number 1 not numbers that begin with 1 such as 100 TIP ADVANCED SEARCHING For more advanced searching such as the ability to search multiple fields and criteria use the Search Editor The Search Editor allows you to define your search criteria Search Filters can be as complex or simple as needed There are over 100 Conditions to choose from when building your search criteria and any field in your database can be included See the Search Condition Table for detail on each condition The Conditions differ depending on the field type For instance when searching in a Date Time field one of the conditions will offer searching between two dates The Search Editor does not have a limit to the amount of criteria that you can search for in a single pass and Search Filters can be saved for later use This topic provides the steps for building a search saving a search and an example of how the Search Editor can be used to find specific data in a list Follow the steps below to use the Search Editor e From the Select menu choose Search Editor or click the Search button from the main toolbar The Search Editor window will appear 114 Searching and Querying Data Ey Search Editor Be GRIET Begins With a Letter Begins With a Number Begins With or Matches Contains Contains All of These Values Contains Any of These Values Wie Fr H e Select the first field that you want to search
239. ually involves changing rural style addresses to city style addresses but in some instances conversions may result in the renaming or renumbering of existing city style addresses PRIVATE MAILBOX PMB ADDRESSING AccuMail must now recognize and retain PMB address information as follows When PMB information is in the Delivery Address field and a separate PMB output field is available AccuMail must move the PMB information out of the Delivery Address field to the PMB output field When PMB information is in the Delivery Address field and there is no separate output field available AccuMail must retain the PMB information in the Delivery Address field Examples Input Output 123 MAIN ST 4 PMB A3 123 MAIN ST STE 4 PMB A3 7 LACSLINK match 229 SmartAddresser 5 A Aan EE 191 BAKA MR EO N 190 AKA M 3 9 107 190 Changing s iet 107 edit eerte erre 190 Enable genda 9 existing eech eene 190 AR tetas cadre EE OE 9 Tee op 66 197 203 Auto Map Field List 197 USPS Links Properties 203 accomod te ce ceoee KEER ARE 9 AL AE tete nt gi Meese 9 according ege eege 120 USPS Geographical Latitude 120 P ido WE 107 AccuMaail sesse ees ees ee Ee ee 219 Accuracy Support System 1 5 CODING Ss eec retten ere ee 1 5 ACS Keyline rte 213 ACS Participation Number 213 ACS EE 213 acs part sesse sees ee ee
240. w JD This is the window that you ll become very familiar with if you re going to be scripting The layout is fairly basic select a menu and then choose the menu item you d click on if you were running SmartAddresser 5 manually Any time you re scripting a process in SmartAddresser 5 the first event you ll want to create is opening a data source In the Menu pull down select File Then in the Menu Item pull down select Open List Click the Add to Event Sequence Button E Click on the Edit Default Menu Items button Si You ll then see the Open List window just as if you were actually opening a list at this time 179 SmartAddresser 5 Open Setup MES Hare sa 8 5 Tele Click on the open button under step number 1 Select the Input File For the purposes of this tutorial we ll be using the demo file located in the C Program Files Datatech SmartAddresser 2020 5 0 Demo folder EE osem 2 6 demofile csv My Recent Documents Select File NH x Network Files of type Code Page 180 Properties Browse to the Demo folder C Program Files Datatech SmartAddresser 2020 5 0 Demo by default and select the file named demofile csv Click OK The file name and path will appear in the Open Setup screen and the program will note that the file has been determined to be a Comma Separated Text file Much like the standard tutorial we will now proceed to map the fields E Open Setup
241. w to optimize your querying strings contact SmartAddresser 5 Technical Support 118 Searching and Querying Data CREATING A ZIP CODES IN RADIUS DATABASE The ZIP Codes in Radius feature in SmartAddresser 5 will allow you to create an outpufile of ZIP codes within a specified amount of miles from an origin ZIP code The ZIP Codes in Radius feature also allows you to enter Low and High radius ranges which enables you to conduct a Donut search from any given zip code s In the ZIP Codes in Radius window you can add unlimited ZIP Codes in Radius criteria Follow the steps below to create a ZIP Codes in Radius Database e From the Select menu choose ZIP Codes in Radius The ZIP Codes in Radius window will appear amp ZIP Codes in Radius e Enter the origin ZIP Code in the text box provided e Enter the beginning distance in miles from the center of the origin ZIP Code into the Low Radius text box e Enter the ending distance in miles from the center of the origin ZIP Code into the High Radius text box e Click the Add button to add the criteria to the ZIP Codes in Radius Database 119 SmartAddresser 5 e Select the directory you want to Save the Output file to by clicking on the Save button e Click Build SmartAddresser 5 will automatically display the new ZIP Codes in Radius Database SEARCHING FOR RECORDS WITHIN A RADIUS One of the Search Conditions offered in the Search Editor allows you to search in a radiu
242. will always have a Header Record The Header Record contains the names of the fields SmartAddresser 5 does have some required fields that allow the program to locate the data during processing When a DBF is opened the Header Record is automatically used to determine the field names When you begin to process a DBF in SmartAddresser 5 all of the required field names may not be assigned to the coinciding data In this case the program will prompt you to assign the proper field names to the data with a Missing Fields window stv Assigning field names to a DBF does not change the field name The process ht only cross references the original field name to the SmartAddresser 5 field name TIP The Auto Map feature will cross reference the field names and use the required SmartAddresser 5 field name if the field name exists in the Auto Map list If the field name is not cross referenced in the Auto Map list SmartAddresser 5 will recommend that you add the required field by putting a plus sign in front of the required field The fields from the Database are displayed on the left side of the screen Your objective is to assign your DBF field name to the required SmartAddresser 5 field name If you do not assign data to the fields with the plus signs the fields will be added automatically 50 Duplicate Detection My If you do not want a field to be created double click on the field to remove the SC If you do not add the field the process
243. x mail preparation schemes Multiple Drop Shipment for DDU DSCF DBMC and DADC Periodicals 133 Printing PRINTING ADDRESS LABELS SmartAddresser 5 is designed to allow for printing to all types of printers including dot matrix laser direct impression and inkjets with label formats designed for each In the SmartAddresser 5 Print Settings window you can select the type of printer that you are printing to and SmartAddresser 5 will automatically send the correct barcode syntax to the printer The label formats are selectable from a pull down menu in numeric alpha order Most label templates contain the standard fields that are required for addressing which are barcode endorse first last company address city state and zip Label Templates can be copied or renamed and can be edited directly from the Print Settings window This will allow you to customize your templates as needed See Editing Label Templates for more information If you need to start printing from where you left off SmartAddresser 5 sports a handy Look Up feature to find the exact record where you want to begin printing from You can also select the scope of records that you want to print using the Scope Radio Buttons in the Print Settings window Follow the steps below to print the Address Labels If you want to print Presorted Address Labels you must be in the Print Presort window If you are not and you have already presorted the records see Opening an
244. y the New feature will handle the task Follow the steps below to create a New blank database e From the File menu choose New The Create New Database window will appear amp Create New Database P O Creat sa We or e Select the desired radio button as described below Create a new database based on Creates a new database based on the structure of an existing database The new database will include the exact same field names width type and order as the database that you select When you select this radio button click the Open button to choose the database that contains the desired format Create a new database Creates a blank SmartAddresser 5 database with the fields determined in the Properties window See Fields Properties for more information e Click OK 39 SmartAddresser 5 OPENING A NEW LIST SmartAddresser 5 allows you to automatically convert many popular file formats without knowing the structure or type of file in advance The Open List feature opens the file creates a FoxPro database file dbf in the directory that you choose and requires you to map the Input File Data to the Field List The features in the Open Setup window provide you with ultimate control over how the data will look and how it will be processed within the SmartAddresser 5 Program Selecting the Input File e From the File menu choose Open List The Open Setup window will appear Open Setup ba deenen BSS
245. y assigned when checking the Use Header box This is important If your header record uses an unconventional name mail add1 for example then SmartAddresser 5 will not recognize the field instead calling it mail add1 and ignoring it Since SmartAddresser 5requires the address to be in the field called address and your field map did not include address SmartAddresser 5 creates the address field and uses it by default The software then validates this address field not your original mail add1 This is when the Auto Field Maps window becomes very useful For this example 15 SmartAddresser 5 you d select the address field and enter a new association for that field mail_add1 For more information see the Auto Field Maps section of the help guide e ParseFirst If the field named First is mapped to the full name data in the Input File Data the Parse First check box will be enabled When this box is checked the full name data will be separated into the fields Sal First Middle Last and Title when the list is imported e Parse City The Parse City checkbox will be enabled if the field name City is mapped to a single field that contains the City State and ZIP Code If you check the Parse City check box SmartAddresser 5 will automatically create the fields ST and ZIP to accommodate this information when the field is parsed Leave all other check boxes unchecked as this tutorial will walk you through performing the core fun
246. y static text in between quotation marks to avoid the two fields printing right next to each other with no space separating them Examples of Alltrim method expressions would be ALLT first ALLT last Or ALLT first ALLT last ALLT address ALLT city ALLT st ALLT zip or ALLT city ALLT st ALLT zip That s a lot of information to process we know However most users will find that the Field Field method works most of the time for the standard list Simply create the Report Expression window using the steps provided at the beginning of this topic and then fill in the Expression box with the field names that you want to print separated by commas with no spaces In addition if you simply added the fields together using the az or Alltrim method expressions then the field in its entirety would be printed not just the content inside In short this means that if you had a name that was 10 characters long in a 50 character field you d have your 10 characters of information followed by 40 empty spaces The az Alltrim and Field Field methods all trim the fields to print just the content and leave out the leading and trailing spaces AX Create one label line with the Add Field button Ee Once you create the expression click the OK button to return to the Label Designer The created line will still be active indicated by the black dots on the corners sides top and bottom You can now use the Windows shortcuts f

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