ResearchPoint Ideas

Indicate quantity of records to be updated in AddressFinder update

When deciding between whether to automate AddressFinder results or go through them manually, I'd like to know BEFORE I get into the wizard how many need to be updated. I ran the NCOA-only update, and I've been working on it a full hour now manually going through them one by one with no end in sight. The manual touch for us is two-fold: we don't use the USPS abbreviations, but they come through abbreviated on NCOA results, even if I check the box to NOT abbreviate them, so I'm fixing those, and I'd love to confirm an address change before I updated it BUT the wizard only gives me the consID and does NOT give me the constituent name, which is fairly useless, frankly, and will mean that I'll need to query these when this is all over and make sure that those donors closest to us didn't get an update that they shouldn't have. I would think that that would be another benefit of going through these manually, but it misses this possibility altogether. Not looking forward how long this is going to take me...

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  • Sep 11 2019
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