Follow these important NCOA Steps when opening your database for the first time

REMINDER: Please download your database (Child List report) every month after all changes have been made and just before the system closes for the monthly process.
*To see when each monthly process is scheduled, check your calendar here.
**NCOA is in the USA and Canada only.
Remember: Don't make any more changes after you download the list.

Follow these important steps when opening your database for the first time:

  1. Download your NCOA Child List before you edit it. Instructions are found in your Operations Manual. You should have a folder established for the current year, and the NCOA Child List saved by month. For example NCOA for April book mailing

  2. Once you have your NCOA list saved then review the first report option named "Child List" and download your database. This ensures that your database will match the book order for the month it was intended for.

  3. Now you can manage each flagged child on your pending NCOA list. We recommend that you print this list so you can notate what actions were taken to remove the flag.

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