If you have recently added new contacts in your 'Donor Management' system and/or have an urgent upcoming mailing, you may want to check for NCOA updates before the regularly scheduled 90-day mark.
Follow the steps outlined below to run a check at any time!
Step 1: Navigate to 'Settings'
From your 'Donor Management' Dashboard, click to open the 'Settings' tab on the left navigation panel. Select 'Your Organization' from the newly expanded drop-down.
Step 2: Scroll to 'NCOA Settings'
Scroll to find the 'NCOA Settings' section and click 'Run NCOA Update'.
A pop-up window will appear, asking you to confirm. Click 'Yes, Run the Update'.
Step 3: Navigate to 'Exports'
Next, click the 'Settings' tab on the left navigation panel to expand the drop-down and select 'Exports'.
Step 4: Download your report
You can view the status of your report on the main 'Exports' page - to download a copy, click the 'Actions' button next to it and then click 'Download'.
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