Address Tab

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One address is visible on the Contact screen. However, contacts can have multiple addresses listed on the Address Tab.

Preferred Address

One and only one address can be the Preferred Address.

The “Preferred” address will be the address that is used for all labels, reports, document generation, mail merges and DataMiner queries. If you have Address fields on your Contact screen, the preferred address will be the address displayed there as well.  Change the preferred address by checking the “Preferred Address” box on the desired address. Checking this box in one address will automatically uncheck that box in any other address record.

Delete an address by clicking on the Trash Can icon.  This will completely remove the address from your database.  If you wish to keep a history of past addresses, you can simply inactivate the old address by clicking on the inactivate box when in Edit mode.

*Be cautious not to delete your Preferred Address. If you do, ensure that another address is selected as Preferred; otherwise, when printing reports or doing queries, no address will be included for that contact record.

Address Type

Use the Address Type field to denote what type of address is listed.

Update your Address Type drop-down under Maintenance > Site Setup > Field and Screen Customization > DonorSnap Site Lookups

Seasonal Addresses

DonorSnap has an automated system that handles seasonal addresses. It is managed using the “Seasonal Start Date” and “Seasonal End Date” fields.

Each morning the system will scan all your non-preferred addresses looking for a Seasonal Start Date that matches today’s date. If found, the system will automatically mark that address as the “Preferred Address” record.

The second process that runs each morning searches all preferred addresses for a Seasonal End Date that matches yesterday’s date. If found, the system will automatically mark the address record with a start date of today as the “Preferred Address” record. If no other address has a start date matching today, the other address record that was most recently updated will be marked as the “Preferred Address” record.

Example 1: Two addresses, one with start and end date

Summer Address – Seasonal Start Date: 7/1, Seasonal End Date: 8/31
Home Address – Seasonal Start Date: blank, Seasonal End Date: blank

On 7/1 each year, the summer address will be marked as “Preferred,” and on 9/1 the home address will be marked as “Preferred.”

Example 2: Three addresses, two with start dates

Winter Address – Seasonal Start Date: 12/1, Seasonal End Date: 4/15
Home Address – Seasonal Start Date: 4/1, Seasonal End Date: blank
Business Address – Seasonal Start Date: blank, Seasonal End Date: blank

On 12/1 each year, the winter address will be marked as “Preferred,” and on 4/1 the home address will be marked as “Preferred.” The 4/15 end date will be ignored because the system will have already switched on 4/1. The business address will be ignored by the seasonal address system entirely.

Example 3: Three addresses, one with start and end

Lake Address – Seasonal Start Date: 8/1, Seasonal End Date: 8/31
Home Address – Seasonal Start Date: blank, Seasonal End Date: blank, Last Updated: 1/1/2018
Business Address – Seasonal Start Date: blank, Seasonal End Date: blank, Last Updated: 1/2/2018

On 8/1 each year, the lake address will be marked as “Preferred,” and on 9/1 the most recently updated of the other address records will be marked as “Preferred.” In this case, the business address was the most recently updated, so the system will mark it as “Preferred” on 9/1.

Example 4: Two addresses, one start date and no end dates

Temporary Address – Seasonal Start Date: 11/15, Seasonal End Date: blank
Home Address – Seasonal Start Date: blank, Seasonal End Date: blank

On 11/15 each year, the temporary address will be marked as “Preferred.” Since there are no other start or end dates, the system will not mark any other addresses as “Preferred.”

Last Updated On July 05, 2019
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