Postalsoft
Business Edition
Release Notes
Version 7.70c
Install Business Edition as soon as
possible to comply with USPS
regulations. See “Installation” on
page 4 for details.
April 2006
This release of Business Edition supports
many USPS regulatory changes and
includes additional enhancements to help
you.
What’s new in this release ................... 2
Installation........................................ 4
Tips & tricks ...................................... 6
USPS-required address-correction
changes ............................................ 7
USPS-required presorting changes........ 9
Other presorting changes .................. 12
Label Toolbox changes ...................... 15
Default number of reports to print ...... 19
Faster way to add multiple fields ........ 21
Contact information
Phone U.S. and Canada: 888-788-9004
Fax 608-788-2870
Web http://www.firstlogic.com/customer
E-mail customer@firstlogic.com
Mail 100 Harborview Plaza
In your correspondence, include your name, company
name, telephone number, and customer ID number.
Technical support is available weekdays 8 a.m. to 6
p.m. Central time.
Firstlogic Proprietary and Confidential
© 2006 Firstlogic, Inc. All rights reserved. This publication and accompanying software
are protected by U.S. copyright law and international treaties. No part of this publication
or accompanying software may be copied, transferred, or distributed to any person
without the express written permission of Firstlogic, Inc.
elsewhere: +1-608-788-9000
La Crosse WI 54601
Introduction
What’s new in this release
This release of Business Edition offers the following enhancements:
USPS CASS Cycle K requirements. Business Edition fully complies with
CASS requirements. Updates include changes to recombination and dual
address assignments. See “USPS-required address-correction changes” on
page 7.
Presorting changes. Business Edition fully complies with USPS presorting
requirements and includes improvements to help you presort more efficiently.
See “USPS-required presorting changes” on page 9 and “Other presorting
changes” on page 12.
Label Toolbox changes. This release includes many improvements to the
label-printing area of the program, including a simplified wizard and the
ability to print a shorter optional endorsement line (OEL). See “Label
Toolbox changes” on page 15.
Other improvements. See:
“Print top label only for firm packages” on page 12
“Default number of reports to print” on page 19
“Faster way to add multiple fields” on page 21
“Change case during address assignment” on page 22
“New rulebook files” on page 22
“Duplicate permit numbers” on page 23
What’s in your package
In your shipment today, you will find the following:
Postalsoft Business Edition 7.70c program CD
Postalsoft Diversified Directories April 2006 CD
Enhanced Line of Travel (eLOT) Directory April 2006 CD
Delivery Point Validation (DPV) Directories April 2006 CD (add-on)
These release notes
2
Postalsoft Business Edition 7.70c Release Notes
Documentation
Complete documentation set
Access the latest documentation
Order printed documents
The complete documentation set for Business Edition:
Postalsoft Business Edition Release Notes
Postalsoft Business Edition User’s Guide
Text-Based Printing Guide
Extract User’s Guide
Postalsoft Business Edition Quick Tour
Postalsoft Business Edition Checklist
You can access Firstlogic documentation in several places:
Your computer. To access the user’s guide, choose Start > Programs >
Postalsoft Business Edition > Postalsoft Business Edition User’s Guide.
On the Firstlogic Customer Portal. Go to www.firstlogic.com/customer,
and then click the Documentation link to access all the latest Firstlogic
documentation. You can view the PDFs online, save them to your computer,
or order professionally printed documents that will be delivered to you. To
order printed documents, see the following instructions.
You can order professionally printed documents and have them delivered to you
for a small charge. Your documents will be sent to you as soon as the next
business day.
1. Go to www.firstlogic.com/customer, click the Documentation link, and then
click the Printed Technical Documentation link.
If this is your first time accessing the Mimeo site, you’ll need to open an
account before you can log in. Follow the instructions on screen to open an
account.
2. Log in to Mimeo.
3. To access Firstlogic documents, in the Folders area on the left side of the
Mimeo web site, choose Folders Shared to Me > Firstlogic Inc. DocCenter >
Firstlogic’s Printable Materials > Technical Documentation.
4. Choose the documents that you want printed.
5. Follow the instructions on screen to place your order.
Documentation
3
Installation
Install soon Install Business Edition as soon as possible. To comply with regulations, you
must install by the date listed below:
If you use... Install by this date
Business Edition’s
Mail.dat add-on option
The presorting features
of Business Edition
The address-correction
features of Business
Edition
Operating systems To install Business Edition on a computer that runs one of the following Windows
8 May 2006
Install by 8 May to use the new 05-2 Mail.dat format, which is
required for mailings that you’ll submit on or after 8 May
2006.
11 May 2006
Install by 11 May to comply with USPS presorting regulations.
You must use version 7.70c for Periodicals or palletized mailings that you’ll submit on or after 11 May 2006.
31 July 2006
Install by 31 July to comply with USPS CASS regulations.
operating systems, you must have full administrator rights:
Windows 2000
Windows XP Professional
Windows 2003 Server
Firstlogic no longer supports Windows 98, ME, or NT.
Before you install You must close any open programs, especially antivirus programs, before you
begin installing Business Edition. Antivirus software can interfere with
installation.
Install Business Edition
4
Postalsoft Business Edition 7.70c Release Notes
To install the software, you need full administrator rights. When you insert the
Postalsoft Business Edition program CD in your CD-ROM drive, the installation
program should start automatically. If it doesn’t, follow these steps:
1. Access your Windows Start menu and choose Run.
2. In the Run window, type x:\setup (where x is the letter of your CD-ROM
drive) and click OK.
During software installation, you may notice a delay while the Microsoft
.NET Framework is installed. Please be patient and allow installation to
finish.
When installation is complete, the installation program restarts your computer.
Install the directories Before you can load your directories, you must install the Postalsoft Business
Edition software (see above). To load directories, you need full administrator
rights. Follow the instructions below to install the directories.
Directory installation is easier now. Previously you had to open an .mdf file
before you could load the latest directories. That extra step is no longer
necessary because the Load Directories command is now under the File
menu.
To load directories:
1. Open Business Edition, and choose File > Load Directories.
2. In the Diversified Directories
group, choose an option:
To copy the ZIP4US directory from the Diversified Directories CD to a
local drive, choose the Load ZIP4US To option and enter or browse to
the desired location (for example, C:\Firstlogic\Postalsoft\NatlDirs).
To use the ZIP4US directory from the Diversified Directories CD,
choose the Use ZIP4US From CD-ROM option.
3. In the eLOT Directory group, choose
an option:
To copy the eLOT directory
from the eLOT CD to a local
drive, choose the Load eLOT To option and enter or browse to the
desired location (for example, C:\Firstlogic\Postalsoft\NatlDirs).
To use the eLOT directory from the eLOT CD, choose the Use eLOT
From CD-ROM option. If you also chose to run the ZIP4US from a CD-
ROM, you must have two CD-ROM drives.
If you do not use eLOT, choose the Do Not Use eLOT Directory option.
4. If you own the Delivery Point Validation
(DPV) add-on option, select the Load
DPV Directories To option and enter or browse to the location that you want
(for example, C:\Firstlogic\Postalsoft\DPV).
5. When you finish defining your settings, click OK.
6. When you are prompted, insert the Diversified Directories CD, specify the
location of your drive, and click OK.
Business Edition copies the ZIP4US directory to the location specified (if
necessary). Business Edition always copies the Diversified Directories other
than the ZIP4US to the NatlDirs folder in your installation location.
7. If you are loading the eLOT directory, when prompted, insert the eLOT
Directory CD, specify the location of your drive, and click OK.
8. If you are loading the DPV directories, when prompted, insert the DPV
Directories CD, specify the location of your drive, and click OK.
Installation
5
Tips & tricks
In this section, you’ll find helpful tips from our Customer Support department.
24-hour access to Knowledge Base
Capitalization exceptions
You can access the Firstlogic Customer Care Knowledge Base 24 hours a day, 7
days a week at www.firstlogic.com/customer
.
Just log in with your ID and password. After you log in, click Support Center on
the left. In the Support Center, you can:
Find answers to many questions about your software.
Log a Support Incident (enter a new question) for Customer Care.
Read about prior incidents (calls) you have placed with Customer Care.
Check on an order or shipment status.
Download software and directories.
Access online seminars.
Access online documentation.
Access the Customer Forum.
After you log a new incident, a Firstlogic Customer Support representative will
respond between 8 a.m. and 6 p.m. Central Time, Monday through Friday.
When converting your data to mixed case (for example, changing SMITH to
Smith), Business Edition uses a mixed case table that contains exceptions. If your
data includes an exception that is not listed in the dictionary, the software may not
capitalize the word correctly (for example, it may change “ABC McCoy
Company” to “Abc Mccoy Company). You can add words to this table by
following these steps:
Get USPS news immediately
1. Open Windows Explorer and go to the C:\Firstlogic\Postalsoft\System
folder (or the directory where Postalsoft is installed).
2. Open the mixcase.tbl file in Notepad or a similar text editor.
3. Type the words as they should appear after the casing (for example, McCoy).
Type each word on its own line, with no spaces or characters after it.
4. Choose File > Save to save your changes, and then close the file.
To convert your data to mixed case, you can choose Records > Change Case or
change case during address assignment (see page 22).
Do you know about regulatory changes before they occur? Did you know that
starting 30 April 2006 you’ll need two bands on nonshrinkwrapped packages?
For the latest USPS news, subscribe to the DMM Advisory by sending an email
to dmmadvisory@usps.gov
Advisory notices online at http://pe.usps.com/dmmAdvisory.asp
(include your first and last name), or view the DMM
.
The two-band requirement was announced in the 2 March 2006 edition of both
the DMM Advisory
and Postal Bulletin. According to the DMM Advisory:
Mailers must use two bands to secure all bundles of presorted flat-size mail
and irregular parcels when those bundles are not shrinkwrapped.
This applies to First Class, Standard Mail, Periodicals, and Bound Printed Matter.
6
Postalsoft Business Edition 7.70c Release Notes
USPS-required address-correction changes
The USPS CASS Cycle K rules become required 31 July 2006. A summary of
these changes appears below. For more information, see:
http://ribbs.usps.gov/files/CASS/CYCLE_K_REQUIREMENTS2006-2007.PPT
Recombination To improve address assignment rates of high-rise addresses, the USPS now
requires transposing primary and secondary ranges in specific types of addresses
(see examples below). The USPS calls this “recombination.” These particular
types of recombination were optional in the previous CASS Cycle and are
required now.
Business Edition 7.70c handles recombination automatically. There is nothing
that you need to change. However, you may notice the effects on your address
data after you perform address correction.
Before address correction After address correction
Example #1
Example #2
Exception: Flushing, NY The USPS requires that addresses in the Flushing, New York, finance area should
37G
Hillside Ter
White Plains NY 10601
21 - 6
Stratford Apts
Old Bridge NJ 08857
37
Hillside Ter Apt
White Plains NY 10601-1129
21
Stratford Apts Apt
Old Bridge NJ 08857-2457
G
6
not use recombination. Again, Business Edition 7.70c handles this automatically
for you. There is nothing that you need to change.
Unique ZIP Code logic Unique ZIP Codes are those that may be used in large companies or universities
where the mail is delivered to the organization and then distributed internally.
CASS has specific rules about assignments made to unique ZIP Codes.
With CASS Cycle K, the USPS is slightly changing the assignment rules in
certain addresses with unique ZIP Codes. Business Edition 7.70c handles this
automatically. There is nothing that you need to change.
Dual address processing
A dual address is one that contains two addresses, either combined in one field or
in two separate fields. The USPS is changing the rules for how address-correction
software handles dual addresses.
Dual addresses split on
two lines
Example #1:
Two addresses in separate fields
431 Stevenson St
PO Box 118
Westport NY 12993-0118
(Address_1 field)
(Address_2 field)
Example #2:
Two addresses combined in one field
431 Stevenson St PO Box 118
Westport NY 12993-0118
The USPS requires delivering mail to the address immediately above the city and
state line. Here’s how it works:
1. If your Business Edition layout includes both Address_1 and Address_2, the
Address_2 field is considered the address above the city and state (see
USPS-required address-correction changes
7
example #1 above and see “Printing labels with dual addresses on two lines”
on page 8).
2. During address correction, Business Edition tries to assign Address_1 or
Address_2 field, depending on how you set the Dual Address Option
(Mailing, Street, or Position).
3. If no directory match is found for the first-choice field (based on your Dual
Address setting), then Business Edition tries to match on the other address
field. If Address_1 is the field that was assigned, it is then moved to
Address_2. The address lines are swapped in this case so that the deliverable
address is immediately above the city and state line, as required by the USPS.
Swapping no longer
optional
Printing labels with dual
addresses on two lines
Dual address on the same
line
Because of these new CASS rules, swapping address lines is no longer optional.
Business Edition automatically swaps address lines, as required by the USPS,
placing the assigned address right above the city, state, and ZIP. Therefore the
swapping options are no longer available in Business Edition 7.70c.
The Swap Style options shown above (in version 7.63c) are no longer available in version 7.70c.
The default Business Edition address label design files place Address_2 directly
above the city, state, and ZIP. If you changed one of the default design files or set
up your own, be sure that Address_2 is the bottom address line, to conform to
USPS CASS rules.
When dual addresses appear on the same address line (in the same address field),
the USPS assigns the highest priority address first. The USPS prioritizes address
types as follows:
1. PO Box
2. Firm
Example of dual address on one line:
410 Main St PO Box 109
3. High-rise
4. Street
5. Rural Route or Highway Contract
6. General Delivery
Then Business Edition moves the highest priority address to the position just
above the city, state, and ZIP, in accordance with the USPS rule.
When an exact match with the directories is not possible, you may see that one of
the other address types was assigned, even though it is lower in the hierarchy. For
example, if there is an inexact match on PO Box, you may see an exact match on
Rural Route.
8
Postalsoft Business Edition 7.70c Release Notes
USPS-required presorting changes
New 24-piece minimum for Periodicals flats
New preparation for Periodicals flats
The USPS is attempting to reduce costs by requiring a minimum of 24 pieces for
the following sacks in Periodicals flats mailings:
Carrier route sacks
5-digit carrier route sacks
5-digit scheme carrier route sacks
5-digit sacks
5-digit scheme sacks
Merged 5-digit sacks
Merged 5-digit scheme sacks
3-digit sacks
SCF sacks
ADC sacks
You no longer need to specify the minimum piece count for sacks in the scheme.
However, you must set the sack maximum large enough to hold 24 pieces.
The USPS usually processes and transports Periodicals flats separate from other
classes of mail. Now, to improve delivery speed, the USPS may transport the two
mail classes together.
Mail that doesn’t qualify for the new mixed sack level (MADC L201) is dropped
to the current mixed sack level (MADC L009). Currently, the new Origin Mixed
(OMX) ADC package and sack are optional. The USPS is proposing that they be
required as of 6 July 2006.
For more information, see:
Federal Register, 7 March 2006 (http://a257.g.akamaitech.net/7/257/2422/
01jan20061800/edocket.access.gpo.gov/2006/E6-3143.htm)
Postal Bulletin 22166 (http://www.usps.com/cpim/ftp/bulletin/pb2005.htm)
Domestic Mail Manual (DMM) 707
(http://pe.usps.com/text/dmm300/dmm300_landing.htm
)
Select the new Make Mixed Origin ADC
Packages/Sacks option to create the new L201
packages and sacks. This new option appears in
Periodicals flats schemes.
This new option is selected by default in new
jobs. In jobs that you previously set up, you must
select the option to create the new mixed origin
ADC packages and sacks.
Optional endorsement lines (OEL) for the new
L201 packages are slightly longer (28
characters). If you post the OEL to your database, choose File > Properties >
Database, and increase your OEL field length to at least 28 to accommodate this
longer OEL. Label printing and exporting of presorted records will automatically
accommodate the longer OEL.
USPS-required presorting changes
9
Periodicals flats in sacks
To reduce handling costs for Periodicals flats mail prepared in sacks, the USPS
created two new sack types:
New sack Description
New weight requirement for pallets
3-digit
carrierroutes sack
These sacks contain pieces sorted to carrier routes in a 3-digit area. They
consolidate packages that were formerly prepared in 5-digit carrier route
sacks containing fewer than 24 pieces. The 3-digit carrier route sack is an
optional
sack level. However, it’s recommended to use it to avoid losing
rate eligibility.
See the new option to create these sacks in the graphic above.
Merged 3digit sack
These sacks consolidate carrier route, automation, and presorted packages formerly prepared in merged 5-digit sacks containing fewer than 24
pieces.
When both carrier route and non-carrier route mailings are present in a
job, the software prepares sacks with merging (see DMM 705.10.0). In
this case, the merged 3-digit sack is a
required
level that may contain carrier route, 5-digit, 5-digit scheme (L007), 3-digit, and 3-digit scheme
(L008) packages. The software prepares the merged 3-digit sack after the
5-digit level and before SCF level.
These new sacks are required starting 11 May 2006 and are optional before that.
For details, see Postal Bulletin 22172:
http://www.usps.com/cpim/ftp/bulletin/pb2006.htm
Palletization is available in Business Edition as an add-on option.
The USPS wants to move more mail from sacks to pallets. Therefore, the
following types of packages on pallets have a new weight requirement:
The new Mail.dat 05-2 standard
Periodicals
Standard Mail
Package Services flat-size mail
Package Services irregular parcels
The last pallet level must be made when 250 pounds of mail is reached. Before it
could be a range of 250 to 500 pounds.
When you install Business Edition 7.70c, Business Edition handles these changes
automatically. The change is required starting on 11 May 2006. However, you can
use this preparation immediately.
For more information, see Postal Bulletin 22171:
http://www.usps.com/cpim/ftp/bulletin/pb2006.htm
With Business Edition 7.70c, if you own the Mail.dat add-on option, you can
produce Mail.dat files in the new IDEAlliance Mail.dat 05-2 format or the older
05-1 format. The 02-2 format is no longer available. If you have jobs currently set
up with the 02-2 format, they’ll be converted to use the 05-2 format when you
presort using Business Edition 7.70c.
For details about the new 05-2 format, see:
http://www.idealliance.org/maildat/specs_choose.html
10
Postalsoft Business Edition 7.70c Release Notes
What format should you
use?
Use the following table to determine which format to use.
Dates Use this format
Before 10 April 2006 05-1
10 April 2006 – 8 May 2006 05-1 or 05-2
Base your choice on the recipient’s ability to accept the
05-2 format. Contact the recipient to make sure that they
are ready to accept the 05-2 format. Recipients must be
ready to receive the 05-2 format on 8 May 2006.
8 May 2006 or after 05-2
Choose the appropriate
Mail.dat format here.
The IDEAlliance Mail.dat
window appears at the
end of presort processing.
Container Summary
(.csm) record
If you are using the 05-2 standard, the DMM reference field no longer has “XX”
in front of the string. The container level field includes the following new codes:
Codes Eligible types
“C” “S” Mixed CR in 3-Digit
“U” “S” 3-Digit Merge (CR, Auto, Presort)
“AH” “S” and “T”
Origin MxADC
“AI” “P” Protected ADC
Package Quantity (.pqt)
record
Changes to the PQT record include:
The PQT records for Origin Mixed ADC sacks have been broken up by 3DG
or 3DG scheme group records.
Added value K = Origin MxADC to the Package Level field.
Segment (.seg) record The Periodicals: if >1,000 Pieces To A Single Foreign Country field is now a
reserved field.
USPS-required presorting changes
11
Other presorting changes
Print top label only for firm packages
When you print presorted address labels through Label Toolbox, now you can
choose to print a label only for the top piece in firm packages. The top piece is the
only piece of the package that is visible and necessary, as far as the USPS is
concerned (they do not open firm packages). So printing more than the top copy
is an unnecessary expense if labels are not required internally at the destination.
1. Choose Print > Printing Options. At
the Presort Printing Options tab, select
the Top Copy Only in Firm Package
option to print an address label for
only the top copy of the firm package.
To select this option by default,
choose Tools > Options. Then in the
Presorting section, click the Printing
Options button. Then select the Top
Copy Only in Firm Package option.
2. When you reach step 4 of the Presort wizard, click the
Details button for each of the selected schemes. Select
the Make Firm Packages option for each scheme.
When you print presorted address labels, Label Toolbox
generates a label only for the top piece of the firm package.
New Presort Copies field
Add Presort Copies field to
your database
Update Presort Copies
field
Another way of generating firm packages is by using the new Presort Copies
field. Using the Presort Copies field, you can generate multiple instances of a
record for the purpose of presorting and mailing. For example, if you want to mail
multiple copies of a periodical to a company, you can specify the number of
copies that company should receive in the Presort Copies field.
To add the new Presort Copies field to your layout:
1. Choose File > Properties > Database.
2. Click the Single Field button to add one field to the list of fields.
3. At the new field, choose Presort Copies from the Kind drop-down list.
4. Click OK to close the window.
For records that should have multiple copies generated, enter the number of
copies that company should receive. When the Presort Copies field is blank, one
copy is generated for that record.
Data entered in the Presort Copies field is meaningful for presorting purposes
only. Mail.dat, presort reports, and postage statements also reflect the copies
information.
12
Postalsoft Business Edition 7.70c Release Notes
New single-piece scheme for Package Services BPM
Package Services Bound Printed Matter is available in Business Edition as an
add-on option.
Package Services Bound Printed Matter (BPM) pieces that are not part of a
carrier-route or presorted-rate mailing can be mailed at the single-piece rate.
Previous versions of Business Edition did not include these pieces in mailings.
Now you can include them in your mailing by including the new PSVC Single
Piece scheme in your job.
Sacks on pallets for Periodicals and Standard Mail
When you set up a presort of Package Services flats, AFSM flats, irregular
parcels, or machinable parcels, the single piece scheme is listed as the last scheme
in the job. (Choose Tools > Presort > Sort Settings to begin setting up a presort.)
There is no minimum piece requirement for the PSVC Single Piece scheme.
However, if you’re mailing at least 50 barcoded flats in the single-piece mailing,
those pieces may be eligible for a barcoded discount.
If you own the multiple entry point add-on option, please note that the singlepiece scheme is processed only for the last entry point.
If you own the Business Edition palletization option, now you can palletize
sacked mail that is left over after preparing packages on pallets. This option may
help you to more efficiently transport your mail and is available for flats mailings
only.
Other presorting changes
13
Include sacks on pallets
scheme automatically
If you’d like to automatically list the sacks on pallets scheme in step 4 of the
Presort wizard, follow the steps below. Note that you can always add the sacks on
pallets scheme to your list of schemes (if it’s available, given the specifications of
your mailing), even if it isn’t shown automatically.
1. Choose Tools > Options.
2. Click the Pallet Schemes button.
3. If you want the sacks on pallets scheme to be automatically listed in
qualifying new presort jobs, select the option Include Sacks on Pallets
Scheme in Presort Schemes List for New Jobs.
4. Click OK to save your setting and close the window.
Select this new option if you
want the new sacks on pallets
scheme listed automatically in
step 4 of the Presort wizard.
Rearranged windows Options are now arranged more logically in the presorting details windows.
14
Postalsoft Business Edition 7.70c Release Notes
Label Toolbox changes
Easier wizard The updated Label Toolbox wizard helps you specify what you’re printing and
how you want it printed by narrowing your choices based on your selections.
To start the Label Toolbox wizard, do either of the following:
In Business Edition, choose Print > Label Type > Design, and then in the
Label Toolbox - Address Label Preview window, click the Wizard button.
In Label Toolbox, choose File > New > Wizard.
The wizard walks through several steps. In each step, you are further narrowing
your choices to specify exactly what you want.
Specify what you’re
printing and the printer
1. Choose what you’re printing—labels or envelopes, with or without graphics.
What you’re printing
determines which
printers appear in the
list on the right side of
the window. For
example, if you
indicate that you’re
printing labels or
envelopes with
graphics, then the
printer list shows
printers that can handle
graphics.
2. Choose the printer that
you want to print to.
3. Click Next to advance to the next step of the wizard.
Choose paper stock The paper stock choices listed are appropriate for the selected printer and match
your previous selection of envelope or label.
1. Choose the desired
paper stock from the
list. Read the
description and view
the preview to be sure
that it is the stock you
intend to use. Or click
Create Paper Stock to
set up your own stock.
2. Click the Next button
to advance to the next
step of the wizard.
Continue setting up your
design file as usual.
Label Toolbox changes
15
Print head lines Now you can easily see on-screen your print head boundaries (for printers that
use them) by turning on print head lines. This helps you determine if further
changes are needed, for example, if the current setup has fields positioned
between print heads.
You can view or hide print head lines at the wizard summary window by clicking
Show Print Heads or Hide Print Heads.
Click Show Print
Heads to display
the print head
lines. Click Hide
Print Heads to not
display them. The
button name
changes depending on whether the
print head lines
are currently displayed or not.
This button is
available only
when the selected
printer can print
graphics.
Shorter optional endorsement line
You can also view or hide print head lines in Label Toolbox Designer by clicking
the Print Heads toolbar button or by choosing View > Print Heads.
Use the Print Heads
toolbar button to
display or hide print
head lines.
The dotted red lines
represent print heads.
Now you can specify a maximum fill length for the optional endorsement line
(OEL). This is useful in cases where you do not want the OEL to be too long.
The default length of the OEL is 30 characters.
16
Postalsoft Business Edition 7.70c Release Notes
Here the OEL fills nearly the width of the
label.
With the new Max Fill option, you can
specify the maximum length. In this
example, Max Fill is set to 30, to match
the length of the barcode.
To set the maximum fill length for the OEL:
1. In the Label Toolbox Design window, right-click the Opt_Endrs field and
choose Properties.
Renamed and regrouped fields
2. Select the Auto Fill Left option.
3. Enter the maximum length for the OEL in
the new Max Fill box. For example, if
you want it to be no longer than 30
characters, enter 30.
4. Click OK to close the window.
Previously fields in Label Toolbox used a prefix of DB, PW, or AP (for example,
PW.ZIP). You’ll no longer see those prefixes. Instead, the fields are named and
grouped more intuitively.
Previous prefix New grouping
DB (for example, DB.First) These fields appear in the My Database Fields
group. The field names match the names used in
Business Edition.
AP (for example, AP.Record_No)
PW (for example, PW.ACS_Code)
AP and PW fields are fields created through Business Edition processing. They are now displayed
in the Other Fields group.
Label Toolbox changes
17
Exceptions: The following fields were previously PW fields and are now in
the My Database Fields group: City, State, ZIP, ZIP4, and Country. Also note
that the DB, AP, and PW prefixes are still used in Filter Builder, where you
set up filters and expressions.
Database fields, previously
DB fields, appear in the My
Database Fields group.
Fields that previously
in c lu ded the A P o r PW pre fix
now appear in the Other
Fields group.
You can still alphabetize your database fields list (not the Other fields list).
Choose Tools > Options and select the My Database Fields in Alphabetical Order
option. The option’s wording has changed to reflect the removal of the DB, AP,
and PW prefixes.
Default design files Now you can set a default label design file for each type of label. Business
Edition uses the default label design file when you set up a new job and also with
jobs that have no design file associated with them. To save time, you can set the
default design files to what you use most often. You can always choose a different
design file later, if the default is not appropriate for a particular job.
To set default label design files:
1. Choose Tools > Options.
2. In the Printing section, click the new Default Label Design Files button.
3. For each type of label or envelope, click the Browse button to open a label
selection window. Select the desired design file from the list and click the
Select button.
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4. Click OK to close the window.
Postalsoft Business Edition 7.70c Release Notes
Default number of reports to print
When you print an individual report, you can specify the number of copies that
you want of that report. But what if you’re batch printing, and you want multiple
copies of some reports and just one copy of other reports? Now you can set a
default number of copies to print of each presort report and the 3553 CASS Form.
This default value is applied when you print that report during batch printing and
single-report printing.
Set the default number of copies for the 3553 Form
Set the default number of copies for presort reports
1. Choose Tools > Options.
2. In the Address Correction section,
click the 3553 CASS Form Options
button.
3. Enter the number of copies of this
report that you typically need to
print.
4. Click OK to close the window.
1. Choose Tools > Options.
2. In the Presorting section, click the Default Report Options button.
3. For each report, enter the number of copies of this report that you typically
need to print. Go to each separate tab to enter the default number of copies
for each report.
4. Click OK to close the window.
By default each report is set to
print one copy. To change this, go
to the tab for each report and
enter the number of copies that
you’ll want to print during batch
printing.
Print an individual report
When you print an individual report, the default number of copies that you set is
ready to be printed, although you can change that value.
1. Choose Print > Reports.
2. Select the 3553 CASS report or one of the presort reports.
Default number of reports to print
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3. Click the Print button.
4. Change printing options
(including the number of
copies), as needed, and then
click the OK button to print the
report.
The default value you set
for this report is shown.
You can change it, as
needed.
Print a batch of reports
Now when you print a batch of reports, the default number of copies that you set
for each report will be printed.
1. Choose Print > Reports.
2. Select the reports that you want included in this batch. Use the Enable/
Disable Batch Printing button to include or exclude a report. The icon
means the report will be included in the batch.
3. Click the Batch Print button.
This list shows how
4. Change printing options, as
needed.
5. If you want to print multiple
copies of the whole batch of
reports, enter the desired
number in the Batch Copies
box.
For example, if the Job
Summary is set to print 2
copies (as shown at right), and
many copies will be
printed of each
report in this batch.
These are the default
values you set (Tools
> Options).
To increase the number of copies of all
reports in the batch,
enter 2 (or greater)
here. For example, if
you enter 2, the software multiplies the
default number of
copies of eac h report
times 2.
then you set Batch Copies to
2, you will get 4 copies of the Job Summary.
6. Click the OK button to print the batch of reports.
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Postalsoft Business Edition 7.70c Release Notes
Faster way to add multiple fields
Now you can quickly add multiple fields to your layout all at once.
1. Choose File > Properties > Database.
2. In the grid at the top of the window, select the field before or after which you
want to insert new fields. Then click the Before or After button to indicate
whether you want to place the new fields before or after the selected field.
3. Click the new Multiple Fields button.
4. In the Insert Multiple Fields window, select the field(s) that you want to add,
as described below. Then click OK to close the window, adding the selected
fields to your database.
Click fields one at a time.
Click a group heading to select the whole group.
To deselect a field or a group, click the field or group again.
To add one or more Normal fields, choose or enter 1 (or more) from the
Normal Fields option. Normal fields are the only type of field that can
have more than one instance in your database.
For example, when you click the Names 1 heading
line, all fields in that group are selected. You can
click the Names 1 heading line again to deselect the
group, select other fields to add, or click OK to add
the fields and close the window.
Type the number of Normal fields that you want to
add, or use the scroll buttons to increase or
decrease the number of Normal fields to add.
Shortcut If your database currently includes some fields in a group, and you now want to
add the remainder, you can select the whole group (by clicking the heading).
Business Edition will add only those fields that your layout does not already
include. For example, Business Edition will not add two State fields.
Faster way to add multiple fields
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Other changes
Change case during address assignment
You’ve always been able to convert address fields to UPPER, lower, or Mixed
case during address assignment. Now you can do the same for non-address fields.
1. Choose Tools > Correct Address > Multi-Record or Current Record.
2. When choosing your address-correction options, select the new All Fields
option if you want to change the capitalization in address fields and all other
fields (including name data, company data, and so on).
3. Choose UPPER, Mixed, or lower to indicate how the capitalization should be
changed.
4. After setting all other address-correction options, click OK to begin address
correction including case conversion.
New rulebook files Many new rulebook files are included with this release. These new rulebooks
include the Address_2 field. Previously, rulebooks focused on Address_1. With
the USPS changes to dual address processing, it’s important to focus on the
Address_2 field now if your layout includes both Address_1 and Address_2.
If your layout includes
Address_1 only (no Address_2),
use these rulebooks:
Co Exact.mpr
Co Loose.mpr
Co Medium.mpr
Co Tight.mpr
Co-Individ Exact.mpr
Co-individ Loose.mpr
Co-Individ Medium.mpr
Co-Individ Tight.mpr
Family Exact.mpr
Family Loose.mpr
Family Medium.mpr
Family Tight.mpr
Individ Exact.mpr
Individ Loose.mpr
Individ Medium.mpr
Individ Tight.mpr
Resident Exact.mpr
Resident Loose.mpr
Resident Medium.mpr
Resident Tight.mpr
If your layout includes Address_2 only
(no Address_1) or both Address_1 and
Address_2, use these rulebooks:
Addr_2 Co Exact.mpr
Addr_2 Co Loose.mpr
Addr_2 Co Medium.mpr
Addr_2 Co Tight.mpr
Addr_2 Co-Individ Exact.mpr
Addr_2 Co-individ Loose.mpr
Addr_2 Co-Individ Medium.mpr
Addr_2 Co-Individ Tight.mpr
Addr_2 Family Exact.mpr
Addr_2 Family Loose.mpr
Addr_2 Family Medium.mpr
Addr_2 Family Tight.mpr
Addr_2 Individ Exact.mpr
Addr_2 Individ Loose.mpr
Addr_2 Individ Medium.mpr
Addr_2 Individ Tight.mpr
Addr_2 Resident Exact.mpr
Addr_2 Resident Loose.mpr
Addr_2 Resident Medium.mpr
Addr_2 Resident Tight.mpr
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Custom rulebooks: If you set up your own rulebook that compares
Address_1 fields, be sure to change it to refer to Address_2 instead.
Postalsoft Business Edition 7.70c Release Notes
Duplicate permit numbers
Previously Business Edition wouldn’t let you associate your permit number with
more than one mailing client. Now Business Edition allows duplicate permit
numbers. You can enter your permit number multiple times for more than one
mailing, associated with more than one mailing client.
You can enter permit number in Step 3 of the Presort wizard. Choose Tools >
Presort > Sort Settings to start the wizard.
Other changes
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Postalsoft Business Edition 7.70c Release Notes
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