Advanced address processing screen in the Omatic Cloud is needed
We need an advanced address processing screen in the Omatic Cloud. Right now my choices are to import addresses without knowing if they are valid, or ignore addresses We also need to be able to update a new address while saving the old address as a former address. Why? People enter their addresses online incorrectly and sometimes on purpose. (I've seen people who don't include their house number or apartment number, or enter "nowhere" street.") If I allow address information to come in that doesn't match to their current address I could be overwriting good address info in RE with incomplete or false data from LO. Also the web view cloud overwrites the existing address instead of saving the current address as former. This is important to track when an address was changed, especially when trying to identify why a tax receipt was mailed to a former address. Or in a situation like I described above, I can go back and select the former address if the new information was incorrect or invalid.
Cecilia Ramos commented
I have to manually enter addresses for all new records which is super time consuming.
I second what Ellie said- We need to be able to add new address and move old to a designated prior address type and add end valid date.
Ellie Stair commented
Yes! We also keep track of all former addresses and I have been looking to find a way to mark other addresses as Previous and mark a valid date to field. When importing via Address Updated in RE, it has that capability.