When importing new preferred addresses, the previous address is not updated with the correct address type

In the Raiser's Edge, users can import new preferred addresses, and the old address will be moved to an alternate address.  As part of this process, there is a business rule that allows the user to determine whether the address type is kept from the Preferred Address, or if it should be changed to a default address type that is defined in the rule.  This rule is set in Config > Business Rules > General > When copying the Preferred Address to an Alternate Address...

Some users may find that even if they select the option to Use this default address type [address type], the previous address is still moved to an alternate, and the original address type may be kept.
We are currently evaluating this issue and will update this article when we have more information.  In the meantime, follow these steps:
  1. Import the new preferred addresses
  2. Globally change the address type for the alternate address

Steps to Duplicate

  1. Navigate to Config > Business Rules > General
  2. Under When copying the Preferred Address to an Alternate Address, select the Use this default address type [type] radio button
  3. Import new preferred addresses
  4. Navigate to constituent included in update and click the Addresses tab
  5. Note the alternate address has not updated with the default address type


 Raiser's Edge

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