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Apprentice
Posted
I've got a real difficulty in DL when it comes to creating postal address labels for our contacts.
I've chosen our primary address to be the street address however in New Zealand, most businesses have a postal address that is different to their street or courier address. While I understand that in the USA anyone with a postal box is considered a "shady" business, in NZ it's considered to be "proper" to have a Post Box address.
I had considered changing the primary address from the street address to the postal address ( by changing each organisation/contact street entry in our database from a 1, to have the postal address as the 1) - but in checking through in other reports, I think this will complicate matters.
This would also means accessing about 13000 contact individually and it would have to be done manually. I can't figure out how to get Quickkeys to do it.

We're a sales and marketing organisation and the sales people like to have the street address visible when they open the contact. In the office we want to do mail outs to various groups of people from time to time and we want to be able to produce postal address labels - 30 to a sheet, at a time.

In working with a Market Circle partner, we've created a postal address for envelopes using the following:

<$contact.firstname$> <$contact.lastname$>
<$contact.defaultRole.organization.name$>
<$foreach anAddress contact.geoAddresses addresses$><$if anAddress != contact.defaultGeoAddress$><$if gotAddress !=1$><$identify gotAddress = 1$><$anAddress.street.rtfSafe$>
<$anAddress.city.rtfSafe$><$anAddress.postalCode$><$endif$><$endif$><$endforeach addresses$>

This doesn't work by putting it on labels.

Has anyone else had and solved this problem?

I'm working on database maintenance over the holiday season when I don't have 5 others accessing it, so support options are a bit limited at the moment.

Any suggestions greatly appreciated.
 
Posts: 20 | Location: New Zealand | Registered: December 23, 2006Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Posted Hide Post
Hi Bouse,
I'm not sure if this will help you over in NZ but, this is what I use here in the States.

Gammstream offers a DL plug-in that works with Endicia postage system. It allows you to seamlessly create postage labels from within DL sending the information to Endicia, where the label can be printed.

Lie I said, I'm not sure what they offer outside the US, but hope this at least helps a big.

Regards,
Rob
 
Posts: 23 | Registered: June 23, 2006Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Posted Hide Post
Thanks for the suggestion. I'll take a look at that.
The only other possibility I can see is to place the postal address in the Extra fields rather than muck about with the primary street address. At least I can print labels creating the extra fields. It just means moving about 13000 addresses - manually, I think..If I try to export and import - the wrong information can get deleted. I'll do some more investigations on it later today - but thanks for the suggestion.
 
Posts: 20 | Location: New Zealand | Registered: December 23, 2006Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Posted Hide Post
Hi Rob

Just checked out the solution you suggested. The postage is for US, so we can't use that in NZ. The problem still exists as to the fields that Daylite uses for the postal address, as you mostly use the street address, where we don't in at least 50% or more of cases.
Thanks for the thought though.
 
Posts: 20 | Location: New Zealand | Registered: December 23, 2006Reply With QuoteEdit or Delete MessageReport This Post
AJ
Marketcircle Team
Picture of AJ
Posted Hide Post
Are you using Daylite 1.x?
By the keys you are showing above, it looks like it to me. Daylite 3 still supports these things, but it is not the preferred way.

In the new report engine, you can specify a token (aka merge field) and if it provides no data, it will simply not appear or take space.

Watch this movie: Choosing a Contact Address

Other movies can be found here:Movies.

Hopefully this will help.
 
Posts: 940 | Location: Toronto | Registered: May 03, 2006Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Posted Hide Post
Hi Aj
We're using Daylite 3.2.
Thanks for making the suggestion. I have watched these movies however it doesn't help or provide answers to the following:
I have 2 addresses for a contact/organisation. One is their street/courier address or as you define it their Geo Address.
I've picked another address "label"-their postal address as a second address for a contact who may be an individual or an organisation which is their postal address e.g.
Their geo address may be:
123 Great South Road
Penrose
Auckland

Their postal address is:
PO Box 44 1390
Remuera
Auckland

Based on what you've said in the movies, how can I create mailing labels to get the 2nd ( not primary) address? The earlier merge information gets this address so we can print direct to an envelope but I've tried to get it on to a label and it doesn't work.
 
Posts: 20 | Location: New Zealand | Registered: December 23, 2006Reply With QuoteEdit or Delete MessageReport This Post
AJ
Marketcircle Team
Picture of AJ
Posted Hide Post
This can be done with a 'pre-extraction' script at the right place.

Is this a normal New Zealand practice, or is it just the way you use addresses?

Do all your contact have 2 and only 2 addresses or could they have more or less?
 
Posts: 940 | Location: Toronto | Registered: May 03, 2006Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Posted Hide Post
Hi AJ
This is a fairly normal NZ practice to have at least 2 addresses. Some people may only have one for courier and postal, being their street address. For some people we have their 3 addresses with a Business Street Address, Business Postal ( different to the street address) and Personal Street address.
How do we organise a 'pre-extraction' script at the right place?
Your help will be appreciated.
Many thanks & have an Awesome Christmas Day - ours is just beginning. Warm and sunny expecting about 20°C
regards
Bouse
 
Posts: 20 | Location: New Zealand | Registered: December 23, 2006Reply With QuoteEdit or Delete MessageReport This Post
AJ
Marketcircle Team
Picture of AJ
Posted Hide Post
Can you show me what a properly formatted envelope for NZ would look like. That will make it easier for me to help.

The pre-extraction script would be on the 'report' layer (or element).
 
Posts: 940 | Location: Toronto | Registered: May 03, 2006Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
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For mailing purposes:

John Smith
Administration Manager
The Amazing Company
PO Box 44 1390 Remuera
Auckland 1523

This would be a "full" address. In most cases, the title won't be used and the suburb ( here Remuera) is indicated by the Postal Box number of "44" or whatever is appropriate for the area. The zip code system - " 1523" is only just coming in and this system will become compulsary.

Where someone doesn't have a Post Office Box, the above address at it's most complete may look like:

John Smith
Administration Manager
The Amazing Company
Business House, Level 2, 123 Great South Road, Penrose
Auckland 1466

The "script" I posted earlier works for us at the moment for a single envelope, but I tried putting this in a report of Sheet Labels and nothing came out, except the above text.

What I'm trying to establish is in Daylite where you enter, in our case, a street address and then other addresses, such as the postal and home address how you can create labels to choose these other addresses. I gather this is something that others don't do or DL haven't foreseen the need to do this, so it's not easily available?

Thanks for taking the time to help me with this AJ. Much appreciated.
Bouse
 
Posts: 20 | Location: New Zealand | Registered: December 23, 2006Reply With QuoteEdit or Delete MessageReport This Post
AJ
Marketcircle Team
Picture of AJ
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Yes - this is a bit unusual for us. But we can definitely have a script that handles this. We just need to understand the rules.

Would you label an address as postal or do you put PO in the street address?

In either case we can easily isolate that address if there is one. I just need to know your strategy of entering that info.

We can, for example, look for any address whose street address field contains PO and use that.

LMK.
Merry Christmas!
 
Posts: 940 | Location: Toronto | Registered: May 03, 2006Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
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Awesome :-)

We've set up people's addresses with the following labels:
Street - which is the primary business physical street address and is their courier address
Postal - which is their postal address which may have "Box 123" -or "PO Box 123"
Home - which is the clients' home address

I think it would be best to locate their address by using the "Postal" label if this is possible, rather than searching for Box, because sometimes it's still a street address that's their postal address.

Regards
Bouse
 
Posts: 20 | Location: New Zealand | Registered: December 23, 2006Reply With QuoteEdit or Delete MessageReport This Post
AJ
Marketcircle Team
Picture of AJ
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So just to be clear - if there is something in the Postal Code (or ZIP) field, then that's the address we use?
 
Posts: 940 | Location: Toronto | Registered: May 03, 2006Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
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There's confusion there....
I've gone to Daylite Preferences—>Labels Preferences—>Address and created a label Name called Postal - We also have Street and Home listed here....
I'm looking to find a script that will allow us to produce labels by going to these Postal Address fields.
While Daylite allows you to create these additional address fields, there doesn't seem to be a visible way to use the information once it's entered there.
I've looked at Exporting this information and the headings are not provided as an option - that I can see.
If we were to go to the Zip Code, that won't distinguish the postal address, because both postal and street addresses have ( or will have)Zip Codes, so this doesn't help to identify a postal address.
 
Posts: 20 | Location: New Zealand | Registered: December 23, 2006Reply With QuoteEdit or Delete MessageReport This Post
AJ
Marketcircle Team
Picture of AJ
Posted Hide Post
Aha ... that makes sense now.

Ok - here is how to do this.
On the Report, you do a pre-extraction script like this:

"Get the contact"

contact := element reportData valueForKey:'object'.

"By default we will use the defaultGeoAddress"
element reportData setValue:(contact defaultGeoAddress) forKey:'address'.

"Create the qualifier that looks for Postal addresses only"
qual := BDQualifier qualifierWhereValueOfKey:'typeString' isLike:'*Postal*'.

"Filter the list of addresses"
address := (((contact geoAddresses) filteredArrayUsingQualifier:qual) lastObject).

"If we have an address, then set it so we can use it, otherwise the default will do"
(address ~= nil) ifTrue:
[
	element reportData setValue:address forKey:'address'.
].



What've done in the script is find a address with 'Postal' as its type. If we found one, we set it as a template wide variable with the name 'address'. If we don't find one, then we use the default address.

Now, in the Dynamic Text Area that has the address fields, you use the following kinds of keypaths to get the fields from the template wide address variable:
enclosingReportLayout.reportData.address.street
enclosingReportLayout.reportData.address.city
enclosingReportLayout.reportData.address.postalCode
etc... (you get the idea)


Here is a #10 envelope that does this - Named the 'Bouse Envelope' that shows this in action.
#10 Bouse Envelope

HTH
 
Posts: 940 | Location: Toronto | Registered: May 03, 2006Reply With QuoteEdit or Delete MessageReport This Post
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