Address data record maintenance
You have several thousand addresses in your database and are not sure which search criteria are still up to date? In addition, you are missing important information in many search criteria records?
onOffice has developed a system for address completion and updating for this purpose. You send a serial mail to all interested party data records in one go and ask your customers to check that the data is up to date and update it if necessary. Your customers enter these data in a form and click on “Send”. The entered data will then automatically be saved in your database. You will receive an email with the information that the interested party has completed the data.
You can decide whether the interested party should complete his or her search criteria, address data, or both. The individual steps are described below
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Before you send the address completion email, you must select the addresses to which the email is to be sent. To do this, you can create an address filter that only searches for addresses that match the desired criteria.
As an example we take addresses of prospective tenants in Aachen who have not yet entered any search criteria.
Therefore we create an address filter (Address list view: Edit filter), “Filter type: Simple filter” with the following criteria:
- Type of contact: interested party rent
- place: Aachen
- search criteria: Checkbox – without search criteria
Click on the “Filter” button in the action bar to enter the criteria in the “Previous filter” box. Now save the address record filter under “Save new filter” and assign a name to the filter. Under “Access” you can define whether only you are allowed to see this filter or the colleagues in the group or whether everyone is allowed to see and use it.
In the example, we decided to use a “public filter” because it can also be used by all other employees.
Of course, you can also explicitly filter for certain search criteria by omitting the check mark for “without search criteria” and entering certain criteria in the specified fields.
Now open the address module again via the Moduli con, the filter you just created is already set.
You can then use this filter to write an email