Follow

Why doesn't the Office Address Appear on My Dues Report when the preferred address is Office?

 

This has created some confusion for organizations who mail the dues reports to brokers and/or agents. If you want the office address to appear instead of the home address in the personal details field you will need to modify how you have the address selected in the contact record. 

1. Go to the contact record of someone who has selected office as their preferred mailing address. 

2. Change the Preferred Address to Mailing Address 

3. Make sure the Mailing address is set to be the Parent Customer Mailing Address

 4. To figure out who else will need to have these changes made you can run an advanced find for contacts with the preferred address of Office Mailing or Office Street. From the Advanced Find results you can bulk edit the records. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.