Update related contact work addresses when the linked organisation's address is updated.

Update related contact work addresses when the linked organisation's address is updated and is identical to the related contact's work address:

A constituent shares an organisation's primary address.

The organisation gets a new primary address (moves office location); we want to update all employees' work addresses to this new one so long as it is the same and is referenced in the address table via the relationshipID field.

We need an option of taking this new address and replacing old address on relationship records with this new one.

This would allow adding an end date to old organisation addresses and for it to be shared to related records that share the address. At the moment BBCRM will not allow an end date on related records where the address is still primary. The organisation end date can only be amended when the 'update contacts that use this address' tick box is unchecked.

We'd like related constituents to be treated more like members of a household with regard to address sharing - where the address is the same. (NB: some individuals will not have the same address as the organisations main address - some address for employees may have been edited when defining the relationship. These would not be updated).

  • Adam Kendall
  • Mar 12 2018
Organization Name (Please enter full organization name) National Deaf Children's Society
Reported Version 4.0
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