Altru Data Clean-Up

Names

• Check for correct capitalization (no all caps, no lower case first letter of name)
• Check for correct titles (some people will add titles like Mayor or Monsignor to be silly, so if you see this, change it to Mr. or Ms. or remove the title entirely, as you see fit)
• Under Personal Info
  • Edit the Credit Name: remove the ‘and’ before the name by double clicking on a name format that is just the first and last name
  • Check that the BMA Formal Addressee and BMA Formal Salutation are correct

Phone

• Make sure it’s in this format: XXX-XXX-XXXX
• If blank, designate the type as Home

Email

• If blank, designate the type as Personal

Address

• If blank, designate the type as Home
• Follow the address format guide below
• Correct capitalization errors
• Add any missing information (some people leave out “Street” or other endings, including zip codes — in these cases, Google is your friend)

Address Format Guide

Use the following rules when adding an address:

• Post Office Boxes are entered like this: PO Box 1 (no periods between the letters)
• Always spell out Drive, Street, Boulevard, Court, etc. (no abbreviations)
• Apartment: 100 Cedar Street, #11 (street name, #number)
• Suites, Units, etc.: 100 Cedar Street, Unit 11 (street name, Unit number)
• State initials should be entered in all caps (TX not Tx or Texas)