Author Topic: Problem Using the 'Share Address With' Feature (Read 683 times)

gibsonoliver · August 12, 2011, 12:36:31 am

We have used Share Address on one site so contacts who are related to an organisation are now nearly all using the SharedAddress With feature (Individuals are using an Organisations address). This seemed like a sensible idea as it means there are a lot less actual addresses in the system.

We've hit a major problem though.

i.e.
Mailing Labels for an Organisation (work fine);
GMCVO {contact.addressee}
St Thomas Centre {contact.street_address}
Manchester {contact.city}
M12 6FZ {contact.postal_code}

An Individual's Mailing Label using GMCVO shared address;
Oliver Gibson {contact.addressee}
St Thomas Centre {contact.street_address}
Manchester {contact.city}
M12 6FZ {contact.postal_code}

The individuals mailing label doesn't show the Organisation's name therefore the label is wrong. Do you think it is possible to alter the Address settings so the Shared Address With display name could also show?

i.e. Indidviduals Mailing Label should be;
Oliver Gibson {contact.addressee}
GMCVO {shared address display name???} - the organisations display name
St Thomas Centre {contact.street_address}
Manchester {contact.city
M12 6FZ {contact.postal_code}

I asked Lobo about this and his inital thoughts were;
"We can copy org.display_name to address.name and then folks can use address.name for the mailing label. that will require some code change. I think there is also a token for that already. Some folks on the forum might have a better idea"

Can I ask does anyoine have another idea as to how we can approach this as at the moment this is a fundamental flaw?

Olly

jimurl · August 22, 2011, 11:53:40 am

Hi Olly,

This might work, if you are "sharing the address" with the contacts employer: You could use the {contact.current_employer} token, so your mailing labels would be like:

{contact.addressee}
{contact.current_employer}
{contact.street_address}
{contact.supplemental_address_1}
{contact.city}{, }{contact.state_province}{ }{contact.postal_code}

That "current employer" field is only active for Individuals, so it shouldn't show up on the organizational mailing labels.

If it is NOT the current employer field, well you could try this: You could "import" data to overwrite the "address" field for all the contacts- so that it includes whichever org they share an address with. So the address field would go from "John Smith" to:

"John Smith
Department of Water"

Then you'd want to re-upload the correct values into that Addressee names field.

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Author Topic: Problem Using the 'Share Address With' Feature (Read 683 times)

gibsonoliver

Problem Using the 'Share Address With' Feature

jimurl

Re: Problem Using the 'Share Address With' Feature