Screening Home Address instead of Primary Address by Default

Does anyone know if it is possible to screen a donors Home address each time instead of whatever is marked as primary in RE?

Comments

  • Carol Belair
    Carol Belair Blackbaud Employee
    Tenth Anniversary Kudos 2 Name Dropper Participant

    Genevieve, you can go to the record of a constituent, then the Biographical Information tab, then the Contact subtab, click on the down arrow (called a chevron) next to the property that is the Home address, click the Edit button, click on the “Set as primary address” checkbox, click the Save button, and then rescreen through WealthPoint. I hope this is helpful!

  • Hi Carol, thank you so much for your help! I realize now I didn't put enough information in my question. I'm aware that you can do this on individual records, what I'm trying to do is have research point screen the home address by default on group screens. Do you know if that is possible?

  • Carol Belair
    Carol Belair Blackbaud Employee
    Tenth Anniversary Kudos 2 Name Dropper Participant

    Hi there again Genevieve. I am not aware that a global update exists in RP. You may be able to do a constituent update batch. I would contact Blackbaud Analytics support at this link: