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AVE-107 Address Management
- rommel.ngo
- 1 Address Parts
- 2 Integrations
- 2.1 Swift Digital
- 2.2 Imodules
- 2.3 SITS
- 3 Address Updates “AQ Flow”
- 4 Standard Operating Procedure
- 5 Changing Contact Address
- 5.1 1. Changing the Mailing Address of a Contact with a new address
- 5.2 2. Adding an Alternate Address on a Contact
- 5.3 3. Adding a Business Address on a Contact
- 5.4 3. Using Mailing Address Type set as “Business Address”
- 5.5 5. Updating Mailing Address Status on Contact Mailing Address
- 5.6 6. Updating Mailing Address Status on Contact Alternate Address
- 5.7 6. Updating the Mailing Address of a Contact with correction due to entry error
- 6 Changing Account Address (HOUSEHOLD Mainly)
- 6.1 11. Changing the mailing address of an account with a new address
- 6.2 12. Changing the permanent address of an account with a new address
- 6.3 13. Adding an alternate address on an account
- 6.4 14. Changing the Mailing Address of a non household account
- 6.5 15. Updating Mailing Address Status on Account Mailing Address
- 6.6 16. Updating Mailing Address Status on Account Alternate Address
- 6.7 17. Updating the Mailing Address of an Account with correction due to entry error
- 7 Data Analysis Cleanup Recommendations
Address Parts
Account
Permanent - default address (i.e. no mailing address) - only used in Household account.
Mailing - where mail should go
Alternate (many) - other types (vacation, temporary, other, former) you can link this as mailing address
Contact
Mailing - can be the same as account or different address linked to an alternate
Business - stored in alternate, but have special relationship with contact
Alternate (many) - other types (vacation, temporary, other, former) you can link this as mailing address
Integrations
Swift Digital
It adds the address if there is no address on contact
If Swift address is older based on Contact’s last modified date, it adds the address in Alternate address
Imodules
Imodules integration does not update the contact, it is all manually managed by the team
SITS
Creates Account with Permanent Address which copies to Account Mailing Address
Contact is created with Address Preference set to Account Mailing
Address Updates “AQ Flow”
This explains how Affinaquest keep Household contact address in sync in and out of Account, Contacts, and alternate channels..
Account Updates (HOUSEHOLD ONLY)
Update Account Mailing Address if Mailing Address Link is blank and Contact’s Address Preference is set to Account Mailing
Update/Copy the change to Permanent Address
Update/Copy the change to Contact Mailing Address
Update Account Mailing Address if Mailing Address Link is NOT blank and Contact’s Address Preference is set to Account Mailing
Update/Copy the change to Linked Alternate Address
Update/Copy the change to Contact Mailing Address
Update Permanent Address if Mailing Address Link is blank and Contact’s Address Preference is set to Account Mailing
Update/Copy the change to Account Mailing Address
Update/Copy the change to Contact Mailing Address
Update Permanent Address if Mailing Address Link is NOT blank
nothing is updated
Update Alternate Address (Account) if Mailing Address Link to alternate address that is updated and Contact’s Address Preference is set to Account Mailing
Update/Copy the change to Account Mailing Address
Update/Copy the change to Contact Mailing Address
Contact Updates
Update Contact Mailing Address if Mailing Address Link is blank and Contact’s Address Preference is set to Account Mailing
Update/Copy the change to Account Mailing Address
Update/Copy the change to Account Permanent Address
Update Contact Mailing Address if Mailing Address Link is NOT blank and Contact’s Address Preference is set to Account Mailing
Update/Copy the change to Account Mailing Address
Update/Copy the change to Linked Alternate Address
Update Contact Mailing Address ontact’s Address Preference is set to Alternate
Update/Copy the change to Contact Linked Address
What fields are being copied:
Not Copied:
RTS Reason
Copied
Mailing Address Type
Mailing Address Status
Mailing Address Note are copied.
Mailing Street
Mailing City
Mailing State/Province
Mailing ZIP/Postal Code
Mailing Country
Standard Operating Procedure
Changing Contact Address
With the introduction of Communication Channel Tab on Account and contact, some of the fields that would be useful is not going to be “showable” because it is a predefined Lightning component that AQ has built to streamline the maintenance of all communication channels (addresses, emails, phone numbers). At the time of writing, I have made an inquiry to AQ which they said this can be forwarded as an enhancement request to potentially be included in future releases.
Such fields are “Do Not Archive” which is useful if one is only updating cosmetic or data entry error which tells the system to not archive the old address and then there’s “Alternate Address Link” which is useful to see if the current mailing address is a “Linked” address to an alternate and which one. These anyhow are hidden on current layouts except for the “Mailing Address Link” on Account. However, I strongly suggest to resurface them for the purposes mentioned.
Scenario | Process / Steps | Input / Prerequisite | Output / Outcome |
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1. Changing the Mailing Address of a Contact with a new addressUse Case : If the intension is to change to a new address and keep it the same as that of the account | a. Change Contact Mailing Address with the new address
| Make sure that Address Preference is set to “Account Mailing” and Alternate Address Link is set to blank |
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2. Adding an Alternate Address on a ContactUse Case : If the intension is to just change the Contact Mailing Address and NOT the Account Mailing Address or just add an alternate address Use Case : If the intension resurface Alternate address as the Mailing address of the contact | a. Add an alternate address. b. if the alternate address is to be used as the contact’s mailing address, view the new address and click “Use as Mailing Address” button |
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3. Adding a Business Address on a ContactUse Case : If the address of a contact is related to employment and the contact wants to use it as Mailing address | a. Open Contact and then click through to Employment related List; b. If employment already exist click through it else create new employment c. On the employment record, click “Add Business Address” button d. Fill in the address detail |
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3. Using Mailing Address Type set as “Business Address”Use Case : If the address of a contact is a “business” address but you don’t want to record the employment | a. Just set the Mailing Address Type to “Business” |
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5. Updating Mailing Address Status on Contact Mailing AddressUse Case : If mailing address status of the contact needs to be updated | a. Update Mailing Status to any of the following statuses: Active
b. if you choose RTS, please update the RTS reason field |
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6. Updating Mailing Address Status on Contact Alternate AddressUse Case : If address status of the contact’s Alternate Channel address needs to be updated | a. Update Status to any of the following statuses: Good
b. if you choose RTS, please update the RTS reason field |
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6. Updating the Mailing Address of a Contact with correction due to entry errorUse Case : if correcting an address that you don’t want to be recorded as former address in Alternate. | a. Update the address b. tick the “Do Not Archive” tick box (this needs to be surfaced on the layout) |
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Changing Account Address (HOUSEHOLD Mainly)
Scenario | Process / Steps | Input / Prerequisite | Output / Outcome |
|---|---|---|---|
11. Changing the mailing address of an account with a new addressUse Case : If account is an organization or if it is a household account where the contact mailing address is linked to an alternate address | a. Change Account Mailing Address with the new address
| Make sure that Mailing Address Link is set to blank |
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12. Changing the permanent address of an account with a new addressUse Case: If account is linked to an alternate address and you want to update just the permanent address | a. Change Account Permanent Address with the new address | Make sure that Mailing Address Link is NOT set to blank |
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13. Adding an alternate address on an accountUse Case : If the intension is to just change the account Mailing Address and NOT the Account Permanent Address or just add an alternate address Use Case : If the intension resurface Alternate address as the Mailing address of the account | a. Add an alternate address. b. If the alternate address is to be used as the mailing address, view the new address and click “Use as Mailing Address” button |
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14. Changing the Mailing Address of a non household account | a. change the mailing address. Note that non household accounts do not use permanent address. |
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15. Updating Mailing Address Status on Account Mailing Address | a. Update Mailing Status to any of the following statuses: Active
b. if you choose RTS, please update the RTS reason field |
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16. Updating Mailing Address Status on Account Alternate Address | a. Update Mailing Status to any of the following statuses: Good
b. if you choose RTS, please update the RTS reason field |
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17. Updating the Mailing Address of an Account with correction due to entry errorUse Case : if correcting an address that you don’t want to be recorded as former address in Alternate. | a. Update the address b. tick the “Do Not Archive” tick box (this needs to be surfaced on the layout) |
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Data Analysis Cleanup Recommendations
Integrity Issue | SOQL | Recommended Action | Ticket |
|---|---|---|---|
Migrated deceased contacts does not have address status of Deceased | 31,241 record(s). 16,812 - blank or Active status, or other status (A) select id, AQB__AccountMailingStatus__c, AQB__BusinessAddressStatus__c,
AQB__MailingStatus__c from contact
where AQB__Deceased__c = True and AQB__MailingStatus__c != 'Deceased' | Clean up All deceased contacts Addresses set the status to “Decease” for all addresses that were migrated as decease. most have status ‘Last Known’ which is probably still ok.
| AVE-188
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