Update Client Addresses
The Update Client Addresses utility is available through the Tools
menu, Utilities option. This utility is meant to be used when you
have upgraded to CV11 from an earlier version of Collect!, such
as CV8 or CV10.
You should make a SNAPSHOT of your database
before running this utility.
In CV11, the Client form has fields for City, State, and ZIP.
If your client addresses are in the older format where all
of this information was stored on one line, you can run
the Update Client Addresses utility to parse the address
and put the pieces of the address into the City, State and ZIP
fields of the Client form.
During this process, Collect! will prompt you to
update your reports as well. You should select YES so that
Collect! can convert reports to use the codes for City, State
and ZIP in Client Addresses.
Alternatively, you can update your addresses to concatenate
information on to the Address 2 line rather than parsing
Please review your clients and test your reports
after running the utility to make sure that you are happy
with the results.
In some instances, such as PO BOX addresses
for example, Collect! may not parse the address as you would
expect. Please examine results carefully after running this
Select this choice to parse the data from Client Address 3
into City, State and ZIP lines in the Client form.
Select this choice to concatenate the data from Client
Address 2 and Address 3 on to Client Address 2 in the
Update Client Reports
When prompted to update your client reports, you can
select YES to automatically substitute the new codes for
City, State and ZIP into your existing reports.
Be careful because this may change the
address lines in many reports.
Select this choice to cancel the process without making
any changes to your Client address lines.
App Log Entries
When Client addresses are updated to City/State/ZIP, using the
Tools menu, Update Client Addresses option, the Client's File
Number, City, State, ZIP, Address and Address 2 fields are
written to the Collect! Application Log under the "Upgrade"
category with priority "Info." Updates to existing reports are also
noted in the "report" category.