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Updating address details

Former Member
Former Member $organization

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

Parents
  • $organization

    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

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  • $organization

    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

Children
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