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Changing address type when new address is found

In ImportOmatic, when a new address is imported for an existing constituent, there is the ability for the user to determine how the outdated address' type should be changed in Raiser's Edge (e.g. it can be changed from "Home" to "Previous Address") In order to keep data clean and differentiated after imports, I wish that Omatic had a similar functionality.

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Amy Langer shared this idea  ·   ·  Report…  ·  Admin →
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  • Jaclyn commented  ·   ·  Report

    This functionality is so important- without this, we will end up with multiple addresses on a record that appear current, resulting in after the fact cleanup.

  • Regina commented  ·   ·  Report

    For our organization, we import addresses from the university's main system. Knowing someone's address history can be very helpful in researching and identifying constituents. We don't want to lose the functionality of losing the ability to archive historical addresses.

  • Kisha Baker commented  ·   ·  Report

    in addition to changing the type, when closing an address fill in the 'To Date' and uncheck 'send mail'.

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