Add/Edit addresses: Is it possible to change the default value of the "Copy Address to Household"

Andrew Couperthwaite
Andrew Couperthwaite
Fourth Anniversary Name Dropper Facilitator 1
in Blackbaud CRM™ General Discussions

When adding/editing addresses, the default value of the checkbox “Copy address to household and members” is always ‘true’. Is there a config somewhere to change this, we would like to have the default value set as 'false' due to some internal processes. We'd like to have the option available as we do use it, but too often users neglect to uncheck it when we don't want to copy the address.

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  • Ashley Moose
    Ashley Moose Blackbaud Employee
    Eighth Anniversary Kudos 5 First Reply Name Dropper

    Hi @Andrew Couperthwaite - You can set this to ‘false’ by setting a default value on the Task/Action. To do so:

    1. go into Design Mode
    2. go into the Properties for the action
    3. in the Data form section, click the ellipses for the DefaultValues field
    4. add a new default value for field UPDATEMATCHINGHOUSEHOLDADDRESSES and set it to false
    ac58c29db7fcf9ba30228e8f9da12e55-huge-im


    This will need to be repeated on all instances of the Add and Edit actions where users are updating addresses.

  • Andrew Couperthwaite
    Andrew Couperthwaite
    Fourth Anniversary Name Dropper Facilitator 1

    @Ashley Moose That's exactly what I was looking for. Thank you kindly!

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