Trail Blazer Knowledge Base:


Home : Household Management : How to Flag an Address as No Longer Current (Former) in a Contact's Record Card

Knowledge Base







User:

Password:



Article ID: KB1368
Keyword Name: Address, Current, Former, Default, Moved, Flags
Created: February 16, 2017
Viewed: 697

How to Flag an Address as No Longer Current (Former) in a Contact's Record Card




Click Here to view this article as a PDF.




Author: Kristenson, Joel

Last Updated: 2017-02-16





Overview


This article walks through the steps to flag an address as no longer current within a contact’s record card.  The address will still be retained it just won’t display when opening the record (by default) and it won’t display in the grid when running search queries.



http://www.us-cert.gov/sites/default/files/images/tip-icon.pngTip: Become a master of address management in Trail Blazer by reading this in-depth tutorial.






Steps


Navigate to the Contacts (Voters/Donors) list.



Run a search for the contact you need to flag the address as no longer current for and click on their name to open the record card.  In my example I used Beverly Dorgan.



Navigate to the Address tab and click the red [x] under the address that you need to mark as no longer current.  In my example there was only one address present.



You’ll get a warning message with details on what’s about to happen.  If you’re 100% sure you need to flag this address as no longer current, click [OK]You can always reinstate the address in the future if need be.



The address will now be hidden by default when viewing this contact record.



If there’s another address present that’s their current address you’ll want to flag it as such or add their new address at this point if you have one.


To view the address you can uncheck the box for Current Addresses Only (which is always checked by default).



Click [Save and Close] in the bottom-right of the contact record card to finish.



Run a search for the person back in the Contacts (Voters/Donors) list to verify the address no longer displays in the grid.  If you marked a different address as their new default address, that address will display instead.



The related resources below link to a wide variety of other articles and videos related to this topic.














Related Resources


Article: Address Management

Article: Auto-Merging Duplicate Address Records

Article: Automatically Conform Addresses

Article: Unable to Make A Change to an Address

Article: Fixing and Cleaning Up Address Misspellings En Masse – Typical when Users Enter a City or State with Slightly Different Spellings

Article: Refreshing your Address Records with Political Jurisdiction Data i.e. CD, SD, LD… (Only Applies to Customers who Live in a State we Provide Updated Voter Data For)

Article: Address Normalization (unlimited addresses per person) – Retired Article

Article: How to Print Household Labels

Article: How to Print Mail-Merge Address Labels

Article: Printing Envelopes

Article: (Mail-Merge) – How to Write a Letter, and Save it as a Template

Article: Mail Merge – Write a Letter

Video: Updating or Changing Data in a Field for all or Some of Your Records





Trail Blazer Live Support


http://www.somebodysattic.org/images/phone%20icon_lower%20rez.jpg  Phone:  1-866-909-8700

http://sisyphus-js.herokuapp.com/assets/email_icon-0f32f4da45c2822cbb02fb36f9b9429e.png   Email:  support@trailblz.com

   Facebook: https://www.facebook.com/pages/Trail-Blazer-Software/64872951180

   Twitter: https://twitter.com/trailblazersoft



* As a policy we require that you have taken our intro training class before calling or emailing our live support team.


Click here to view our calendar for upcoming classes and events.  Feel free to sign up other members on your team for the same training.


* After registering you’ll receive a confirmation email with the instructions for how to log into the GoToMeeting session where we host our live interactive trainings.


* This service is included in your contract.





Find our more information about Trail Blazer Campaign Services Inc. [click here]


Powered by: ClickCarts KnowledgeBase