Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit CRM-I-541 Ability to End date on single email address/phone.

Should be able to add an end date on a primary address if it is no longer valid, even if you have no new address. Merged

For record keeping purposes, we should be able to add an end date on a primary address when marking it "do not send mail to this address". We occasionally get returned mail with no forwarding address, so we need to mark the primary as no longer being valid. 

  • Guest
  • Apr 6 2017
  • Reviewed: Voting Open
Blackbaud CRM / Contact Information
Organization Name (Please enter full organization name) Boston Children's Hospital
Reported Version 4.0
  • Margaret Parviainen commented
    September 11, 2020 19:52

    Appears to be a duplicate of https://bbcrm.ideas.aha.io/ideas/CRM-I-640 and https://bbcrm.ideas.aha.io/ideas/CRM-I-2528, as well as https://bbcrm.ideas.aha.io/ideas/CRM-I-663, and https://bbcrm.ideas.aha.io/ideas/CRM-I-541 which all talk about allowing end-dates on primary methods of communications. Putting these together there are over 250 votes for this idea.

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  • Margaret Parviainen commented
    September 11, 2020 19:46

    Also for Phone numbers and email addresses. There are definitely cases where the last valid method of any contact becomes invalid. Because there must be a primary for each method, and you can't add an end date to a primary, we are stuck with an invalid method of contact appearing to be 'Current', when it should be 'Former'

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  • Stephanie Krebs commented
    January 24, 2019 15:18

    I agree! End dating contact information in CRM would be great, or remove the requirement that one needs to be primary.  Our end users are often confused by the invalid flag/primary/No end date on emails, phones and addresses!

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  • Rick Root commented
    January 23, 2019 19:36

    Yup, we agree completely!   We do this behind the scenes with employee addresses sometimes but it does prevent anyone from then editing those addresses without making one of their addresses primary.  Annoying.  It's not a valid address, so it shouldn't be marked as primary.

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  • Rick Root commented
    July 03, 2018 12:53

    Yes, I love this idea.

     

    The system basically requires you to have a current primary address on any record that has at least one address.

     

    Alternatively, it would be nice to be able to end date and remove the primary flag, without setting another address to be primary.

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  • +1

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