Address Area Settings that affect how the entire address mapping is processed. Particularly, these are settings that allow you determine the match criteria for the address record as well as what happens when a match is identified. For example, should you overwrite a matching address, always create a new address or always update the preferred address?
Address Area Settings (as with all Area Settings) are accessed via the tab listing of different mappings. The tab for Address Mappings is shown below. You can access the Area Settings for each mapping by clicking the red/green button at the end of the row.
When you access the Area Settings for an Address, you will be able to select what constitutes a match and how matches are handled. The first setting in the screenshot below allows you to determine whether or not this address will be used for looking up constituents. If you are positive that this address is new and will not be in RE then you can untick this and the lookup process may be quicker. Note that if you have address in the criteria sets and there is no other address set to lookup the record by then it will not be possible to untick this box.
The address settings shown above allow you to decide how you match on existing addresses:
- Always add the address even if there is a matching address on the record
- Add a new address only when no existing match if found but update the matched address. (This will update other areas that are not used for the matching such as unchecked match fields as well as other fields such as from date, etc)
- Just overwrite the preferred address with the incoming address. (This is useful where you only want one address and are assured that the incoming address is most reliable)
- Only add new addresses and do not update matched addresses. This is useful where you do not want to update other non-matching fields such as those that are unchecked or other fields like date from.
The second tab lets you decide the criteria for a blank address, so when looking for matches it won’t match on blank addresses. This is useful because for some organisations the country is almost always the same and may be a default value. You would not want to add just the country if all the other fields are blank. This may be the same for address type which is often defaulted but possibly other fields too.
On the second tab, you can also make changes to addresses being backed up (such as adding an end date and unchecking the “send mail” box) as well as addressing what to do with shared addresses that are being changed with the import.