Hi everyone
Just a quick question, how do you update address details on customers records? Are you updating in the general tab or are you using the contact details tab? If you use contact details tab how does this affect data protection?
Thanks
Annie
Hi Annie,
We update on the General Tab, so that this becomes the Primary Address and this is what we pull Data Protection against. When given the option to choose to save the old address we say Yes so that we have a record of that on the account, but this is mainly just for reference.
I would say that if we change an address on the General Tab, we should then ask the DP mail question again against that address to have it up to date.
Caryl
Just another thought on this, for amending existing addresses (such as for correcting a typo) then updating on the General tab is fine however if changing an address completely, this should be done on the Contact Details Tab. From here you would set the new address as 'Primary' using the primary check box (for this address to appear on the General Tab) and inactivate the old address if no longer used. This enables you to keep the customers historical address information.
Best wishes
Emma