Automatically update the "Related Address" Field when changing an address for an business.

When you update an address for an "Organization" record type account, automatically update the "Related Address" field on the "Organization Donor Proxy" record type contact.
  • Guest
  • Jun 29 2015
  • Already exists
Blackbaud CRM / Contact Information
  • Attach files
  • Admin
    Pat Conley commented
    October 06, 2022 20:40

    You can use the "Update contacts that use this address" checkbox on the address edit form to update the address for any contacts using the address.

    Attachments Open full size
  • +9

Related ideas