Don Wedd

    New Household address process

    Your development team recently changed the way that Individual and Household addresses interact (Release 2.70). I do not understand it.

    I have an existing Household with 1 member. I updated the member address. What happens

    I have an existing Household with 1 member. I add another member with a different address. What happens?

     


    2 years ago

    Replies

    Anish Bhalla

     

    Hi Don, thank you for your question. 

    Is the “Use Household & Address” button checked?  

    Also is your “Enable Other Address” trigger on in Custom settings? 

     

    2 years ago

    Don Wedd

    I've done some testing after Release 2.800 and this is my conclusion about how the new address feature works.

    1. If I add a second household member with a different address from the existing household address, the existing household address will overwrite the address on the Individual record the second household member. In other words, the old household address is retained and overwrites the new one.

    2. If I edit the address on the Individual record of an existing household member, the household address will be updated and the update will overwrite the Individual addresses of all existing household members. In other words, all addresses are updated.

    Is that the way it is intended to work?

    While case 2 makes sense to me, case 1 does not. In case 1, the new household member has a different address because the household had moved, and I want all addresses to be updated with the new address, instead of retaining the old household address.

     

    2 years ago

    Anish Bhalla

     

    Hi Don thank you for your question. You are correct, so this update address is only applied when an existing member of the household is updated with a new address and not when a new member is added.

     

    If you want to add a member to the household, you first need to add a member to that household, which will retain the existing household address. Once member is created, as long as the settings are checked described on the release notes ("enable other address" trigger) when you update that individual, it will update the Household address and anyone that belongs to that household who also has that “Use Household Address & Phone Number” checked.

     

    Thanks,

    Anish Bhalla

    Training Manager 

    2 years ago