One of our assumptions has been around the idea that a Next Generation constituent needn't necessarily have a postal address. As many of you know this requirement in the current software has caused us to jump through some hoops with web registrations where we actually temporarily create constituents with a dummy address. So the thought was if a large percentage of your constituents only address you electronically, why bother with a required postal address? Furthermore, considering the type of "groups with members" constituent model that we've been talking about, why should a every child in a family need an address when all of the children belong to a family that has a postal address?
So yesterday we got into having a big discussion about whether we needed to carry on the notion of a "primary address" for a constituent. Currently each constituent must have a primary address and that primary address must not be control grouped--everyone can see it.
Primary addresses has some nice advantages--if you want to analyze purchasing by postal code sometimes you just need any easy way to get to a postal code. Plus if you've got several addresses on a constituent and none of them really match the criteria for a particular mailing, you've always got the primary address to fall back on.
Obviously if no postal address is required then you can't force a primary address. You could make a rule like "if there are any addresses, then one of them must be primary". But then we thought, "does this work in a consortium setting"? Let's say the Symphony and the Ballet share a system. Couldn't you make the case that the Symphony might want to store a private address that only the Symphony could see? And that's the only address the constituent has on file? You can't say it's the primary address because the Ballet can't see it.
So several questions:
1. What about this notion of a constituent with no postal address? Does that make sense? Or does the current model feel better? Even with the group/member model we could say that each constituent has to have a primary address, even if that address is not specifically tied to that constituent. That's the example of the child's primary address actually being the family's address.
2. If there were no requirement for a postal address, then there are obviously still times when one is required. We couldn't have a delivery method of "Mail" if the constituent didn't have an address. Of course we could require that an order have a shipping address before allowing that delivery method. But what does this do to subscribers if some percentage of subscribers didn't have postal addresses? Or is this just the way the world is going and we have to learn to operate that way?
3. If we don't require an address, what about a primary flag? Is it ok for a constituent to have say 3 addresses (some shared, some not) and none of them being a primary address? Is it ok for a constituent to have 3 addresses, all only visible for some part of a consortium?
Believe me it's a nice feeling knowing that we can put questions like this in front a large, interested audience. We're eagerly awaiting your help.
Hi Beth,
When a household’s address is primary, that only really applies to the household. So when you look at the Postal Addresses screen for an affiliated individual, it’s not telling you that the address is primary for the individual, it’s telling you that the address is primary for the household. If the household had two addresses, you would see both, one of which would be flagged as primary.
If the individual does not have an address, it inherits the primary address from the household. If you add an address to the individual and make it primary, then the individual will stop inheriting the household address, but you will still be able to see the household address, just like you can see household data on all the other constituent tabs.
Does that all make sense?
As for the General tab issue, I suspect you just need to reload the record after giving it a new primary address.
Kevin Sheehan
Senior Documentation & Learning Resources Specialist
Tessitura Network
+1 888 643 5778 x 329
ksheehan@tessituranetwork.com
From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Beth VarroSent: Tuesday, February 14, 2012 6:41 PMTo: Kevin SheehanSubject: Re: [Tessitura Next Generation Forum] Primary addresses
...except when I can. I just went back into that record for other reasons, and the individual address is now showing on the general tab. It is possible that the Twilight Zone has descended upon my cube....that would certainly explain a lot...
From: Beth Varro <bounce-elizabethvarro6946@tessituranetwork.com>Sent: 2/14/2012 5:32:41 PM
I should add that I also can't get that individual address to show on the general tab; it seems to be sticking with the household address.
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