Understanding and Using Address Sync Settings

Overview

The members included in a Household or Organization often have the same addresses as their related Household or Organization. However, maintaining these addresses after a change can be a time-consuming process. Within Practifi, Households and Organizations can synchronize their Location and Postal Address values by default with the same-named fields on their member's records. This article outlines address sync settings within your organization and how to use this functionality.

• Understanding Address Sync Settings
• Using Address Sync Settings
  • Enabling Address Sync Settings
  • Disabling Address Sync Settings
• Contact Point Address Sync
• Considerations

Understanding Address Sync Settings

Your organization's address sync settings are established by enabling checkboxes located on the Household or Organization record. Once enabled, the address entered in either the Location or Postal Address fields will sync from the Household or Organization record to all the members associated with the Key Entity.

The sync can be entirely disabled on the Household or Organization. The sync can also be disabled on a specific member level to control which members of the Household or Organization have the same addresses as their related Household or Organization. Once the sync is set, your team members will only need to update the address at the Household or Organization level to sync the address information across the sync-enabled members.

Using Address Sync Settings

Enabling Address Sync Settings

Please note: Address sync settings were introduced as part of our Barolo release are enabled by default on records created within your organization. For Household and Organization records created in your organization before this release, syncing fields will need to be checked manually.

To enable address sync settings:

1. Navigate to the Household or Organization record that you would like to disable the sync. 
2. Select the Basics tab on the Overview section. 
   
   
3. Scroll down to the Address Information on the Basics page and locate the Sync Location Address with Members and Sync Postal Address with Members checkboxes. 
   
   
4. Select the pencil icon located beside one of these two fields to enable the edit mode for this page. 
   
   
   
5. Select the checkbox for the address type you would like to include in the sync. The Location and Postal sync checkboxes can be selected in this process, or one can remain unselected if partial sync of a specific address type is desired. 
6. Press Save to finalize this change. 
   
   
   

Disabling Address Sync Settings

To disable the sync across all members of a Household or Organization: 

1. Navigate to the Household or Organization record that you would like to disable the sync. 
2. Select the Basics tab on the Overview section. 
   
   
3. Scroll down to the Address Information on the Basics page and locate the Sync Location Address with Members and Sync Postal Address with Members checkboxes. 
   
   
4. Click the pencil icon located beside one of these two fields to enable the edit mode for this page. 
   
   
5. Deselect the checkbox for the sync you would like to disable. The Location and Postal sync checkboxes can be deselected in this process, or one can remain enabled if partial sync of a specific address type is desired. 
6. Select Save to finalize this change. 
   
   

To disable the sync of a specific Household or Organization member:

1. Navigate to the Contact record of the Household or Organization member. 
2. On the Contact record's Basics tab, scroll down to locate the Exclude Postal Address from Sync and Exclude Location Address from Sync fields. 
   
   
3. Click the pencil icon located beside one of these two fields to enable the edit mode for this page. 
   
   
4. Select the checkbox for the address type you would like to exclude from the sync. The Location and Postal sync checkboxes can be selected in this process, or one can remain unselected if partial sync of a specific address type is desired. 
5. Press Save to finalize this change. 
   
   

Contact Point Address Sync

With the data capture capabilities of Contact Points, it is possible to get a truly complete picture of complex residency scenarios, such as seasonal homes. Contact Point Addresses can be added on Individual, Contact and Key Entity records under the record's Specifics tab in the Overview section.

Select the New button in the Contact Point Address section to add a Contact Point Address. During the addition process, you can specify which field on the parent record you would like to sync the address with using the Map to Record field. Select the address type from this field's drop-down menu, and when the Contact Point Address is created, the system will update the corresponding parent record's address fields to include this information. 

Considerations

• For Household and Organization records created in your organization before the Barolo release, syncing fields will need to be checked manually. To add them to multiple Entities at once, use the Entities tab in the Data Management app. Then add the sync field checkboxes as list columns using Select Fields to Display functionality. Use the mass Edit action to complete the setup. 
• Address Sync takes priority over any Contact Point Addresses that a member has mapped to their Contact or Individual using the Map to Record feature. If you sync an address to a member with Contact Points mapped, the system will remove those mappings.