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Former bad address with no new address

Hi,

What's the best way to set up the template to former the preferred address (copy to alternate) and leave the preferred address blank when there is no new address available?  Is this possible?  We don't like to have a bad address showing up on the BIO1 tab.

Thanks,

Evelyn 

Best Answer

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Hi Evelyn,

Yes, you can do this. In your file, set all address fields to blank and include a column for "preferred address" set to Y. In the profile, map the address fields, and in the Addresses screen select Add as a new address. On the New Preferred Address screen set a type code for the previous address.


Answer

image

Hi Evelyn,

Yes, you can do this. In your file, set all address fields to blank and include a column for "preferred address" set to Y. In the profile, map the address fields, and in the Addresses screen select Add as a new address. On the New Preferred Address screen set a type code for the previous address.

Thank you so much! I'll go try that and let you know how it goes. Evelyn
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