To make the primary business address the preferred:
 

  • When adding a new constituent:

     

    1. Add the constituent record and leave the preferred address blank (the address on the Bio 1 tab)
       
    2. Click the Business button
       
    3. Add the address and mark the Primary business information checkbox
       
    4. Click Save and Close to save the address
       
    5. Select the Addresses tab
       
    6. Open the business address and mark the Set this address to the preferred address checkbox
       
    7. Click Save and Close to save the address
       
    8. Delete the old blank preferred address (Note: At this point, it is no longer marked preferred. The primary business address is.)
       
    9. Click Save and Close to save and close the constituent record

       
  • When updating an existing constituent  (where the Preferred Address is NOT the Primary Business Address) 

    1. Open the constituent record and select the Addresses tab
       
    2. Open the business address
       
    3. Mark the Set this address to the preferred address checkbox
       
    4. Save and close the address

      Note:
       The address that was previously preferred is now alternate and the primary business address is now the preferred.
       
    5. If the old preferred address is no longer a valid mailing address:
a. Delete the old preferred address

OR

b. Edit the old preferred address, setting Address Type to 'Former Address" and unmark the Send Mail to this Address checkbox, 
 
 

 
Note:  From this point, any time changes are made to the preferred address, these changes will reflect in the primary business as well, and vice versa.