Add Addresses

On the Contact tab of a constituent record, you can add addresses for the constituent. You can designate one address as the primary address. You can also select whether to send mail to the address.

When you add an address for an individual, you can automatically copy it to the record of an associated constituent household and to all members of the household.

1. Open the record of the constituent with the address to add. For information about how to open a constituent record, see Constituent Search.

2. Select the Contact tab.

3. Select Add, Address. The Add address screen appears. For information about the items on this screen, see Add Address Screen on page 1.

4. Select the Address tab.

5. Under Address information, select the type of address to enter, such as Home or Business, and enter the address information.

6. With Data Tune-Up, you can use an address validation service to verify the address entered exists. When you use the address validation service, the program updates missing or incomplete information such as the (Undefined variable: BB_Variables.ZIP Code_UC), standardizes the street address, and updates the Coding Accuracy Support System (CASS) certified information.

7. To not include the address entered when your organization runs the address validation process, select Omit from validation.

8. To run the address validation process for the address now, select Validate. The program updates the address fields accordingly. If the program cannot validate the address, a message appears to ask whether to search for the address. To select the address from the address validation results, select Yes. For information about how to validate a single address, see Validate an Address for a Constituent.

9. In the Start date field, enter the date the constituent begins use of the address

   Note: If you leave the Start date field blank, the program uses the date you enter the address as the start date and displays the start date in italics on the Contact tab.

10. If the constituent changed to the address from an address on the constituent record, select Recently moved/changed to the above address and, in the Old address field, select the former address. When you save the new address, the program automatically marks the selected old address as a former address.

11. To use the address entered as the primary address for the constituent, select Set as primary address.

12. If the constituent requests that you not send mail to the address, select Do not send mail to this address. In the Reason field, select why the constituent does not want to receive mail at the address.

13. If the constituent has a household relationship, the Copy address to household and members checkbox appears. To copy the address to the record of the constituent household and its members, select this checkbox.

14. If the constituent requested that the address is not to be shared with others outside your organization, select This address is confidential. When you mark an address as confidential, it is not excluded from reports or queries. A lock icon and the word “Confidential” appears with the address on the Contact tab so users know not to share the address information.

15. If the address entered is a seasonal address, under Seasonal information, enter the start and end dates for the time period the constituent uses the address.

16. Under Address source, you can select a source for the address information, as well as enter any comments. For example, if the spouse of a constituent lets you know about a new address, you can add the address and select Family Member for the information source.

17. To enter additional information about the address, select the Details tab.

18. Select Save. You return to the Contact tab. The new address appears.