Address Corrections - Needs Changed/Do Not Mail Panel

Addresses in the Address Corrections panel of the Statement Management screen need to be reviewed.

• Either the System could not determine which address to update, or Statements were marked as Do Not Mail in Exact Plus.
• Select the View All link to manage these corrections.

Change Type: Needs Changed

1. Select the View All link.

2. Use the Filter Criteria to view address change recommendations.

• Change Type: Needs Changed (Default)
• Status: Loaded (Default)

3. Use the Lookup icon in the Guarantor column to find the Guarantor ID.

• Once the Guarantor is selected the Guarantor Name will change to the Guarantor ID.
• You can modify several addresses simultaneously.
• If you do not want the address changed, change the Status to Skipped.

4. Select the Change Addresses button to make the address changes that you have not marked as Skipped.

• If the Guarantor has not been selected, the address will not update.

• It will remain as loaded until it is changed to Skipped or the Guarantor ID has been selected.

5. The changed address line Status will change to Complete with a green check mark in the Address Changed column.

Change Type: Do Not Mail

These Statements were not mailed. Changes need to be made before they can be mailed.

Statuses

• Loaded: Addresses that need to be reviewed. This is the Default Status of a Correction.

• This Status can be Changed to Complete after the address change is made or Skipped.

• Complete: These are addresses that have been updated.
• Skipped: No change is made, and you don't want this item to appear on the list anymore.

Tags: address corrections,smartsheet,correct address