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Multiple Addresses |
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For each contact, CMS can keep track of as many addresses as you need. These addresses are also used for keeping track of the payments and billing for the contacts. This means that while you are able to run a report on a contact to know how much was donated, that same report could be subtotaled to know how much came in from his business, from his wife or from his foundation account/address.
Using the address navigation, you can add, delete and view all the addresses associated with that contact.
Add Address To add a new address for this person, click the Add Address button and enter the mailing information and settings for this address.
Delete Address To delete an address, click the Delete Address button. You will be asked to confirm the delete. Click Yes to delete or No to go back to the main screen without deleting the address.
Note: You cannot delete the only address of a person, if the address is incorrect, you can delete the data in the fields. A warning screen will inform you of this when you attempt to delete the address.
You cannot delete an address marked as Default, even if it is not the only address for this person. You will first need to mark one of the other addresses as Default, then delete the address. You will get a warning screen telling you this information if you attempt to delete an address marked Default.
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