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Before you NCOAlink™ process your addresses, you must define which addresses you want processed. You can process addresses from the modules in ACS People Suite or from your latest search results, but be sure to process all of the addresses you want to include in your bulk mailings.
To configure NCOA
- Open CASS It.
a.) Windows 7: On your Windows desktop, click the Start button in the lower-left corner of the screen. The Start menu displays. Click All Programs > ACS Technologies > CASS It!.
b.) Windows 8.1: On the Windows desktop, click the Start button in the lower-left corner of the screen. The Start screen displays. Click the arrow button . The Apps view displays. In the ACS Technologies section, click CASS It!.
c.) Windows 10: On the Windows desktop, click the Start button in the lower-left corner of the screen. The Start menu displays. Scroll to the ACS Technologies section, and click CASS It!.
- Click Configure NCOA.
Under Records to Include, select which record types you want to include. If you select People, Member, Prospect, and Other records are included.
All family and individual addresses are included for the selected individuals.
- If you want to use records from the last search results you received, select Use Last Search Results.
- Click OK.
Once you've configured NCOA, it's time to process addresses with NCOA.