This release includes updated
postage statements, which the
USPS requires as of January 2,
2011.
Because of the updated postage
statements, you must install
version 8.00c.04.00 and use it for
any mailings that you will deposit
on or after January 2, 2011. Do
not use 8.00c.04.00 for mailings
that you will submit before
January 2, 2011.
All rights reserved. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP
Business ByDesign, and other SAP products and services mentioned herein as well as
their respective logos are trademarks or registered trademarks of SAP AG in
Germany and other countries.
Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports,
Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products
and services mentioned herein as well as their respective logos are trademarks or
registered trademarks of Business Objects S.A. in the United States and in other
countries. Business Objects is an SAP company.
All other product and service names mentioned are the trademarks of their respective
companies. Data contained in this document serves informational purposes only.
National product specifications may vary.
These materials are subject to change without notice. These materials are provided by
SAP AG and its affiliated companies (“SAP Group”) for informational purposes only,
without representation or warranty of any kind, and SAP Group shall not be liable for
errors or omissions with respect to the materials. The only warranties for SAP Group
products and services are those that are set forth in the express warranty statements
accompanying such products and services, if any. Nothing herein should be construed
as constituting an additional warranty.
The following trademarks are owned by the United States Postal Service:
Version 8.00c.04.00 of Postalsoft DeskTop Mailer and Business Edition includes
changes to the following:
Windows 7 supported. Postalsoft DeskTop Mailer and Business Edition are
now fully tested and supported on Microsoft Windows 7. For the complete
list of supported operating systems, see “Operating systems” on page 5.
Load directories. Downloaded directories were formerly compressed into a
.zip file within an .exe file. Now you’ll receive simply the .zip file containing
your directory files. See “Installing directories” on page 7.
Lots of new features and enhancements. See the following:
“Presort changes” on page 9
“Import/export changes” on page 12
“Intelligent Mail changes” on page 13
“Extended Services changes” on page 14
“Reports changes” on page 16
“Other changes” on page 17
DocumentationThe complete documentation set for this product includes the following:
Postalsoft DeskTop Mailer Release Notes
Postalsoft DeskTop Mailer User Guide
Online help (press F1 or click the “?” button.)
To access documents, choose Start > Programs > DeskTop. Or go to
http://help.sap.com
, click SAP BusinessObjects, click All Products, choose
Postalsoft from the top drop-down list, and choose your product from the lower
drop-down list.
Introduction
3
Page 4
USPS news
Move-update
requirement change
May 2011 deadline for
Intelligent Mail
Previously, mail pieces were charged a move-update assessment postage charge if
more than 30 percent of addresses with a change of address (COA) were not
updated.
The Postal Service changed the tolerance from 30 percent to 25 percent. For
details, see Federal Register final rule published 27 October 2009:
http://pe.usps.com/FRN/Move_Update_Final.txt
Are you using Intelligent Mail barcodes yet? If not, will you be ready by May
2011?
Postalsoft Business Edition and DeskTop Mailer already support Intelligent Mail.
Postalsoft DeskTop Mailer offers the basic option. If you want to use the fullservice option, you can upgrade from DeskTop Mailer to Business Edition. To
learn how to set up Intelligent Mail barcodes, see the Postalsoft User’s Guide or
online help topics.
The following article, excerpted below, appeared in the September/October 2010
edition of Mailpro (a USPS publication):
Beginning May 2011, to be eligible for automation prices on letter-size and
flat-size mailpieces, mailers will need to use the IMb, either the Full Service
or Basic option, in place of the POSTNET barcode.
Additionally, the PLANET Code barcode, used with Confirm service for mail
tracking, will be retired. To receive Confirm service after May 2011, mailers
will have to use the IMb.
“The PLANET Code and POSTNET barcodes have served us well for
decades,” says Tom Day, senior vice president, Intelligent Mail and Address
Quality. “But now it’s time to embrace the latest technology to assure better
service and increased value of the mail to meet your business needs.”
The Intelligent Mail barcode holds all routing, sorting and additional services
information in one barcode. It enables unique identity of individual
mailpieces and provides more real estate on the envelope for marketing
messages. It offers OneCode ACS at less cost than traditional ACS. And,
beginning May 2011, it allows customers to receive automation prices.
http://www.usps.com/mailpro/2010/sepoct/page6.htm
4
DeskTop Mailer Release Notes
Page 5
Installation
This release includes updated postage statements, which the USPS requires as of
January 2, 2011. Because of these changes to postage statements, you must install
version 8.00c.04.00 and use it for any mailings that you will submit on or after
January 2, 2011. Do not use 8.00c.04.00 for mailings that you will submit before
January 2, 2011.
When you install, you will be prompted to choose from the following options.
ChoiceDescription
Install 8.00c.04.00
over your
previous release
You can install version 8.00c.04.00 in your usual location, overwriting version 8.00c.03 (this does not overwrite your data files). If
you overwrite version 8.00c.03 with version 8.00c.04.00, any mailings that you prepare must not be submitted until January 2, 2011.
When you install 8.00c.04.00 over 8.00c.03, your saved settings
and preferences from 8.00c.03 are transferred to 8.00c.04.00.
Install 8.00c.04.00
to a different
location
By installing 8.00c.04.00 to a separate location, you can keep using
version 8.00c.03 to prepare mailings that you will submit through
January 1, 2011, and use version 8.00c.04.00 to prepare mailings
that you will submit on or after January 2, 2011.
If you install to a separate location, you may want to uninstall version 8.00c.04.00 after January 2 and then install it over version
8.00c.03. By doing this, your saved settings and preferences from
8.00c.03 are transferred to 8.00c.04.
Not backward-compatible. When you open a job in version
8.00c.04.00, you cannot access that job again in version 8.00c.03.
Operating systemsPostalsoft DeskTop Mailer runs on the following Windows operating systems:
Windows 7 Home Premium, Professional, and Ultimate
Windows Server 2003 and 2008
Windows Vista Business
Windows XP Professional
Downloading
software and
directories
Downloading software
from SMP
You can download updated software and directories from the SAP Service
Marketplace. Follow these instructions to download software or directories. If
you’re installing from a CD or DVD that you ordered, you can skip this section.
1.Go to https://service.sap.com/bosap-support.
2.Sign in with your S-User ID and password.
3.In the Download Software & Directories section, click Support packages:
service packs, fix packs, merge modules.
4.Select your product three times (on three successive pages).
5.Select your operating system (Win32).
6.Scroll down to the Download section and select the product(s) to add to your
download basket.
7.Follow the instructions on screen to download your software.
Installation
5
Page 6
Downloading directories
from SMP
1.Go to https://service.sap.com/bosap-support.
2.Sign in with your S-User ID and password.
3.In the Download Software & Directories section, click Address directories for Data Quality / Postalsoft.
Available directories are listed, with the exception of eLOT, which will be
presented after you select the Diversified directories (see step 6).
4.Click the item that you want to download (for example, SBOP ADDR DIR
US - DIVERSIFIED), and click it again.
5.Click Installation. Make sure that you download all corresponding files for
the same month and that you download the .zip files.
6.For each file that you want to download, click its checkbox so that a
checkmark appears, and then click Add to Download Basket.
7.If you haven’t already installed Download Manager, click Get Download Manager to install it now. Download Manager is a Java-based utility that
allows you to download multiple products and schedule downloads for a later
time. When you click Get Download Manager, further instructions are
available to follow.
8.To add more directories, click Address Directories near the top of the page,
and repeat steps 4-6 for each remaining directory.
9.Open SAP Download Manager on your computer and use it to complete the
download.
Downloading tips:
Make note of the location on your computer where you download the file so
that you can locate it later.
If you’re not using Download Manager, change the numeric file name to
something more descriptive before downloading. For directories, consider
including the directory name and its month and year in the file name.
If you’re using Internet Explorer, manually add the .zip extension to the file
name either when you save the file or after you download. If the extension is
missing, you may not be able to extract the files.
Installing PostalsoftYou can install from downloaded files or from a software CD if you ordered one.
Before you install software, close any open programs, especially antivirus
programs, which can interfere with installation. To install software, you need full
administrator rights.
.NETMicrosoft .NET is a software component that is used by many programs,
including Postalsoft DeskTop Mailer. .NET is automatically installed on
Windows operating systems, and for several years, the Postalsoft installer also
installed .NET. Now the Postalsoft installer does not install .NET and instead
relies on the version that is installed on your system.
If your system does not have .NET version 2.0, 3.0. or 3.5 installed, the Postalsoft
installer prompts you to go to the Microsoft Download Center
(http://www.microsoft.com/downloads/en/default.aspx
) to download and install
.NET 2.0, 3.0, or 3.5.
6
DeskTop Mailer Release Notes
Page 7
.NET 4.0 is also available, and you can install it. However, Postalsoft
requires that version 2.0, 3.0, or 3.5 also be installed. Multiple versions can
be installed (a new version does not overwrite an older version).
Installing software from a
downloaded file
You must unzip the downloaded file, before you can install the software. If you’re
installing from CD, you can skip this section.
1.Locate the downloaded file.
When you unzip the downloaded file (in the next step), be sure that the
option to retain folder names or paths is selected in your unzip utility. (In
WinZip, the option is called “Use Folder Names.”)
2.Double-click the file that you downloaded to unzip the downloaded files.
Unzip them to a new folder.
3.Go to the folder where you placed the downloaded file and double-click
setup.exe to install the software.
Installing software from
CD
When you insert the software 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.
RebootWhen installation is complete, the installation program restarts your computer.
Installing directoriesDirectories are available separately from your software. To install directories, you
need full administrator rights. Before you install directories, close any open
programs, especially antivirus programs, which can interfere with installation.
Load the directories from
downloaded files or DVDs
If you request that directories be shipped to you, they are shipped on DVD. Your
computer must have a DVD drive if you want to install directories from DVD.
1.Open the software and choose File > Load Directories.
2.In the Load Directories window, select the directories that you want to install.
Diversified directories include ZIP4US.DIR and other directories
needed for presorting and address correction.
eLOT directory is used when assigning Line-of-Travel codes for carrier-
route discounts.
DPV directories are used during Delivery Point Validation processing.
DPV is required for CASS certification.
LACS
Link
directories are used during Locatable Address Conversion
System processing (converting rural route addresses to street addresses,
Link
and other types of renaming). LACS
is required for CASS
certification.
Suite
Link
directories are used during Suite
Link
processing, which adds
suite numbers to high-rise business addresses.
Installation
7
Page 8
3.Click OK.
A Loading Options window appears for each directory that you chose to
install. When you finish loading one directory, the next Loading Options
window appears.
4.If you’re installing from DVD, insert the corresponding directory DVD as
needed. For example, when the Diversified Directory Loading Options
window appears, insert the Diversified Directory DVD.
5.In the Loading Options window, use the following options to load directories.
Repeat this step for each type of directory that you’re loading.
OptionDescription
Select the Location of the .ZIP
File
Load Directories ToType the path where you want the directories copied to. Or you
LoadCopies the directories from and to the locations specified.
BrowseOpens a window where you can search for the location that
SkipAdvances to the next directory without loading this directory.
Type the path for this directory on your DVD drive or C:\ for
example. Or you can click Browse to search for the path.
Type the path only, not the
can click Browse to search for the path.
you’re loading from or to.
.zip
file name.
When you load the Diversified directories, the ZIP4US directory is installed to
the destination that you specify. Other smaller directories installed with ZIP4US
are automatically installed to your default directory installation folder.
8
DeskTop Mailer Release Notes
Page 9
Presort changes
Content of mailFour new options are available that help you identify the contents of your mail.
This information is used on Standard Mail and First Class postage statements.
You can leave these options unselected, or you can select one or more.
To set the new options:
1.Choose Tools > Presort > Sort Settings and begin setting up your presort.
2.In the Sort for Mailing - Sorting Information window, set the new Content of
Mail options according to your needs.
OptionDescription
Reply Envelope or CardIndicates that the mailing contains pieces with reply enve-
lopes or cards.
Product SampleIndicates that the mailing contains product samples. This
option does not apply to First Class Mail.
DVD or CDIndicates that the mailing contains pieces with media such as
DVDs or CDs.
Not Mailing as First
Class Mail
Indicates that the content of mail does not have to be mailed
as First Class. This option is for First Class Mail only.
Mailing catalogsIf your Standard Mail flat is a catalog, select the new Flat Is a Catalog option.
The catalog indicator is used by the PostalOne system and on some postage
statements. For a piece to be considered a catalog, it must meet the following
criteria:
The piece must be at least 16 pages.
The piece must be of uniform thickness as described in DMM 301.1.4.
To set the new option:
1.Choose Tools > Presort > Sort Settings and begin setting up your presort.
2.In the Sort for Mailing - Sorting Information window, select the new Flat Is a
Catalog option if this is a Standard Mail mailing and your mail piece is a
catalog.
Reusable mail piece
information
You can save mail piece information to the Settings Library so that you can reuse
it in future mailings. The mail piece information that you can save includes:
Job description
Mail piece height and width
Barcode
Piece rigidity
Piece includes repositionable note
Sample size, thickness, and weight
Participation in USPS Confirm
Saving mail piece
information for future use
To save mail piece information as a Settings Library component, follow these
steps:
Presort changes
9
Page 10
1.Choose Tools > Presort > Sort Settings.
2.Enter information about your mail piece in the Sort for Mailing - Piece
Information window, and click the Save Piece Info button.
3.In the Settings Library window, enter a name and description for this
Settings Library component, and click the Save button.
Loading saved mail piece
information
Achieving saturation:
the 90% rule for
walk-sequenced mail
To reuse mail piece information that you previously saved as a Settings Library
component, follow these steps:
1.Choose Tools > Presort > Sort Settings.
2.In the Sort for Mailing - Piece Information window, click the Load Piece Info button.
3.In the Settings Library window, choose the desired component in the
Component list.
You can read the component’s description and details after you select it.
4.Click Load to copy the selected component’s mail piece details into the Sort
for Mailing - Piece Information window.
The lowest postage rate for walk-sequenced mail is the saturation rate. You can
achieve saturation rates if either of the following is true:
Your mailing covers 75 percent of all delivery points (residential or
business) on the carrier’s route. This is called the “75% rule.”
Your mailing covers 90 percent of the residential addresses on the carrier’s
route. This is called the “90% rule.”
Previous versions of Postalsoft could check the 75% rule, but not the 90% rule.
Now Postalsoft can check both, which means more of your mail may qualify for
saturation rates.
Address Type (DSF2/CDS)
field
10
DeskTop Mailer Release Notes
For Postalsoft to check if your mailing covers 90 percent of residential addresses,
the Address Type (DSF2/CDS) field must be in your layout. This field contains a
single character that indicates what type of address the delivery point is.
This field is not new to Postalsoft. Previously its field kind was DSF2 Address
Type. Now the field kind is Address Type (DSF2/CDS). The field name is the
same: DSF_Ad_Typ.
Field nameField kindDescription
DSF_Ad_TypAddress Type (DSF2/CDS)Address or delivery type.
A
or
R.
Residential address.
B.
Business address.
C.
Primary residential with business.
D.
Primary business with residential.
G.
General delivery.
U.
Undetermined.
blank.
Non-match.
To add the field to your layout, choose File > Properties > Database.
Page 11
There are two methods of populating this field:
Extended Services DSF
Importing a file that has been DSF
2
processing
2
- or CDS-processed
For more information about Extended Services, see the online help or the
Postalsoft User Guide.
2
For more information about DSF
(Delivery Sequence File Second Generation),
see http://www.usps.com/ncsc/addressmgmt/dsf2.htm
For more information about CDS (Computerized Delivery Sequence), see
See the “Walk sequencing” section in Chapter 10 of the Postalsoft User Guide or
the “Walk sequencing” topic in your online help (Help > Topics) for details about
all required and recommended fields and the steps to set up a walk-sequenced job.
According to DMM 707.2.1.5, nonprofit and classroom Periodicals mailings with
10 percent or less advertising can use 0 (zero) as the advertising percentage,
which will result in postage savings.
If you set up a nonprofit or classroom Periodicals mailing with an advertising
percentage from .0001 to 10, the software prompts you to set it to 0.
In past releases, the Sort for Mailing - Mailing Information window contained
sample information entered in some of the name, address, and phone fields. This
sample information is no longer filled in. This may save you a bit of time: you no
longer need to delete the sample information before entering your own or if you
want to leave the fields blank.
Presort changes
11
Page 12
Import/export changes
Import Excel and
Access 2007 files
Now you can import Excel 2007 and Access 2007 files into Postalsoft.
If Excel 2007 and Access 2007 are not installed on your computer, you must
download 2007 Office System Driver: Data Connectivity Components
before you
can import Excel 2007 and Access 2007 files into Postalsoft. You can download
these components from http://www.microsoft.com/downloads/en/default.aspx
.
To import an Excel 2007 or Access 2007 file:
1.Choose File > Import.
2.In the Import File window, choose an Excel 2007 file (.xlsx) or Access 2007
file (.accdb).
In the Import File Format window, the correct file format is chosen for you,
based on the file that you chose to import. If you’re importing an .xlsx file,
Microsoft Excel 2007 format is selected. If you’re importing an .accdb file,
Microsoft Access 2007 format is selected.
Note: If you’re importing an .xls file, you can choose the Microsoft
Excel or Microsoft Excel (2007) format. Likewise, if you’re importing
an .mdb file, you can choose the Microsoft Access or Microsoft Access
(2007) format.
3.Continue setting up the import as usual. See your online help for details about
specific options.
Astrojet (.csv) export
format renamed
The export format formerly listed as Astrojet (.csv) is now Comma-Delimited
With Header (.CSV) (Astrojet).
Use this format when exporting for use with an Astrojet printer or any situation in
which a comma-delimited file with a header is needed.
To export a comma-delimited file with a header, follow these steps:
1.Choose File > Export.
2.In the Export File Format window, choose the Comma-Delimited With
Header (.CSV) (Astrojet) format.
3.Continue setting up the export as usual.
12
DeskTop Mailer Release Notes
Page 13
Intelligent Mail changes
Two new IM presort
posting fields
Two new presort posting fields are available for Intelligent Mail (IM) barcode
information.
Even if you’re using imported IM data, presort processing may result in a
changed IM barcode, due to a corrected service type ID, for example. By using
these new fields, you’ll be able to see the final data that was used to produce your
IM barcodes.
Field kindField nameDescription
Intelligent Mail
Barcode (Numeric)
Intelligent Mail
Service Type ID
IM_BAR_NUM After you perform presorting with IM barcodes,
this field shows the numeric IM barcode.
IM_STIDAfter you perform presorting with IM barcodes,
this field shows the service type ID for the mailing.
To add these fields to the layout, choose File > Properties > Database, click
Multiple Fields, scroll to the Presort Posting section, and select the Intelligent
Mail fields.
What is presort posting?“Presort posting” means populating presort-related fields in your record layout so
that you can see presorting results on screen, which may be useful if you need to
reprint a mail piece, for example.
Presort posting does not affect presorting, exporting, or printing. In other words,
you can presort, export your records (including presort-posting fields), and print
labels even if the presort-posting fields are not in your layout, or, if they are in the
layout, even if you choose to not post to them.
To choose whether you want to routinely perform presort posting, choose Too ls >
Options, click Posting Options, and select the Automatic Posting After
Presort option. If you have presort-posting fields in your layout and the
automatic posting option turned on, the Presort Posting Options window will
open after you perform presorting. Then you can choose exactly what you want to
post, or you can skip posting.
To view a complete list of presort-posting fields, choose File > Properties > Database, click Multiple Fields, and scroll to the Presort Posting section.
One renamed IM fieldThe field kind of “Intelligent Mail Barcode” is now “Intelligent Mail Barcode
(Encoded).” This helps to differentiate it from the new Intelligent Mail Barcode
(Numeric) field.
New Mailer ID of Mail
Owner option
Enter the mail owner’s MID at the new Mailer ID of Mail Owner option in the
Intelligent Mail Information window. Note that the Mailer ID option in that same
window has been renamed to Mailer ID of Mail Preparer.
Intelligent Mail changes
13
Page 14
Extended Services changes
Saving original
address data
Previously, when you sent data for Extended Services processing, your original
address data was overwritten with the updated data.
If the following new “Original” fields are in your database, address data from the
corresponding fields will be transferred to the “Original” fields during Extended
Services processing so that you can still access and see the address data that was
sent to the Extended Service provider for processing.
Original fields
(Original address data is copied here during Extended Services processing.)
KindName
Original Street Address Line 1ORIG_ADDR1Street Address Line 1
Original Street Address Line 2ORIG_ADDR2Street Address Line 2
Original CityORIG_CITYCity
Original State AbbreviationORIG_STATEState
Original ZIP/ZIP+4
Original ZIP/ZIP+4 No Dash
Original ZIP 5-Digit Part Only
Original ZIP 4-Digit Add-On Part
Original Delivery Point 2-Digit Add-OnORIG_DP2DP2
ORIG_ZIP
ORIG_ZIP9
ORIG_ZIP5
ORIG_ZIP4
Corresponding fields
(Updated during Extended Services processing.)
ZIP/ZIP+4
ZIP/ZIP+4 No Dash
ZIP 5-Digit Part Only
ZIP 4-Digit Add-On Part
Add fieldsIf you want to be able to see the original data after Extended Services processing,
you must add these Original fields to your database before performing Extended
Services processing.
To add the new fields:
1.Choose File > Properties > Database.
2.Click Multiple Fields.
3.Scroll to the Extended Services Original Address Data section, and either
select the entire section or choose the individual fields that you want to add.
4.Click OK.
Extended Services
fields listed
The DPV No Stat field and the LACS-Required Flag field are now included in the
Extended Services field listing, which you see when you add fields in Record
Layout (File > Properties > Database). This could save you some time when
you add multiple fields to your layout before performing Extended Services
processing: you can simply select the entire Extended Services group of fields.
Lorton Data is currently the only Extended Services provider that populates these
two additional fields. Previously Lorton Data did not return DPV No Stat data,
and they returned LACS-Required data to the LACSLink Indicator field. Now
Lorton Data populates these fields as follows:
14
DeskTop Mailer Release Notes
Page 15
Field name
and kind
Description
DPV_NoStat
(DPV No Stat)
LACS
(LACSLink
Indicator)
LACS_Req
(LACSRequired Flag)
Indicates whether the address is vacant, receives mail as a part of a
drop, or does not have established delivery. Returned values are:
Y.
Address is flagged as No Stat in DPV data.
N
. Address is not No Stat.
blank.
Address was not looked up.
Locatable Address Conversion System conversion status:
Y.
Address converted by LACS
N.
Address looked up with LACS
F.
The address was a false-positive.
LACS
No LACS
Link
conversion was made; secondary information was dropped.
Link
lookup attempted.
S.
blank.
Link
.
Link
but not converted.
This field indicates if a record requires LACS (Locatable
Address Conversion System) conversion.
T
. LACS conversion is needed.
F
. No conversion needed.
blank.
Address was not assigned.
For more information about Extended Services, see Chapter 8 in the Postalsoft User Guide or your online help file (Help > Postalsoft Help Topics).
Ext e n ded S e rvi c e s ch a n ges
15
Page 16
Reports changes
Updated postage
statements
Automatic generation
of presort report files
The USPS postage statements are updated in this release. Because of these
changes, it is important that you not submit mailings prepared with Postalsoft
8.00c.04.00 until January 2, 2011, or later.
The following change will be good news to you if you typically view or use
presort report files in the Output folder, as opposed to viewing or printing them in
the software. For example, if you email the reports to your customer, you can now
do this without previewing or printing first.
In the past, presort report files were generated when you printed or previewed the
reports. Now presort report files are generated immediately after presorting.
Having the report files generated automatically will save you some time and the
tedium of having to manually choose to print or preview each individual report in
order to generate the report files.
The following reports will be automatically generated. The files are created in the
Output subfolder that your Postalsoft jobs are stored in (for example,
c:\Postalsoft\Data\Output) with file extensions as shown in parentheses below.
Report previewingThis release includes two changes to report previewing:
When you preview a report, the report is magnified with better clarity.
Seven zoom (magnification) levels will now be available to accommodate a
variety of viewing needs. Previously only three zoom levels were offered.
To preview a report, choose Print > Reports, select a report, and click Preview.
16
DeskTop Mailer Release Notes
Page 17
Other changes
Helpful linksUse the following new links in the Start Here pane to quickly access these sites
for helpful information:
SAP Service Marketplace
Postalsoft Portal (wiki, forum, and blog)
USPS RIBBS Intelligent Mail site
Adding required and
recommended fields
Certain fields are required or recommended when you perform certain types of
Postalsoft processing. For example, if you choose to perform Delivery Point
Validation processing, it is recommended that the DPV fields be in your layout.
Previously, the software warned you if required or recommended fields were
missing from your layout. Then you could take steps to add the fields if you
wanted to.
Keeping the flowNow adding required or recommended fields is much quicker. If you start setting
up processing and certain fields are missing from your layout, the software warns
you. From the warning window, you can click Yes to add the fields right away.
The Record Layout window opens, with the missing fields added to the end of the
list of fields already defined in the database. You can rearrange the fields or make
other changes. When you click OK to close the Record Layout window, you
verify field mapping and are returned to the process that you were setting up
before the message appeared.
Fewer messagesPreviously, you may have seen missing-field messages multiple times — one for
every missing field or category of missing fields.
Now the missing-fields messages are streamlined to save you time. All
recommended fields are listed in one message. In the unlikely event that your
database is missing a required field, such as City, that would appear as a separate
message.
Capitalization of O'
names
When you perform address correction or change case with the capitalization set to
Mixed, the software now capitalizes the letter following the apostrophe in names
that start with O’ (for example, O’Connor). This change applies to the last name
field only.
During address correction, for this change to take effect, Capitalize Fields must
be set to All Fields and Capitalization Style must be set to Mixed.
To set address correction options, including capitalization options, and perform
address correction, choose Tools > Correct Address > Multi Record or Current Record.
To change casing of your fields without performing address correction, choose
Records > Change Case, and select Mixed Case.
Other changes
17
Loading...
+ hidden pages
You need points to download manuals.
1 point = 1 manual.
You can buy points or you can get point for every manual you upload.