Previous addresses appearing on receipts

Catherine Yager

Hi All, Would love some advice on how to prevent previous addresses appearing on receipts. Firstly, am I following the correct procedure to end date an address by changing address type to Previous, adding a Valid Until date, and selecting red circle (Mark as do not mail). A Has no valid address alert automatically appears on the constituent record. The green star (Mark as Primary) remains on the previous address.

Most receipts are emailed but when mailing is the constituent's preference or the only option, we print and post. If no new address has been added and, hence, starred, the receipt shows the previous address and can get mailed there.

Any solutions/advice welcome.

Dan Snyder

@Catherine Yager The likely issue is that the address is still marked Primary (which can only be removed completely in database view). However, how are these receipts being generated? There may be a way in the generation process to exclude those addresses with the do not mail true/false or excluding the type of previous.

Joe Moretti

When you do you export, etc for mailing, are you using Address Processing and using the PREFERRED ADDRESS for the criteria. Also I never change addresses in RE NXT, only Database View. As usual RE NXT tends to have issues and I know when anyone makes an address change in RE NXT it always causes an issue. I would stick to the workhorse, RE DATABASE VIEW, not that half completed RE NXT. AND "Mark as Primary" on that previous address is also an issue.

JoAnn Strommen

@Dan Snyder Do you know of a post in the idea bank to be able to do this in NXT? I don't find one.

The lack of complete function is starting to wear on me as I try to move to NXT and will be training new staff and have to train in both.

Joe Moretti

JoANN - RE NXT Has worn on me from the get go a decade ago. It is a hot mess!!!!!!!!!!!!!!!!!!! I rarely use it.

Dan Snyder

@JoAnn Strommen I did actually find a few:

https://renxt.ideas.aha.io/ideas/RENXT-I-8451

https://renxt.ideas.aha.io/ideas/RENXT-I-7820

https://renxt.ideas.aha.io/ideas/RENXT-I-8745

JoAnn Strommen

Thanks @Dan Snyder Voted for those. Seem to be email and phone.

@Catherine Yager if you add a post to the idea bank, post so others can vote. I read your post to be about address for postal mail. We're not pulling from NXT so I haven't experienced it but won't like it when it happens to us. :)

Catherine Yager

Hold fire. My apologies. Having had many issues with the previous address in the past, I've just tested it and the system now works! Great news. Sorry to have wasted your time @Dan Snyder @JoAnn Strommen @Joe Moretti

Following the process I mentioned above now eliminates the printing of a previous address on receipts.

Again, apologies.

Elizabeth Johnson

https://community.blackbaud.com/discussion/comment/310724#Comment_310724

Voted! Thanks for the links and @JoAnn Strommen for your great comments you left on the ideas.