Managing all of our addresses have gotten complicated for our users. We'd like to move forward by having an agreement that primary addresses are always the home address (eliminating the difficulties users are having utilizing address override box) and secondary is always the work address. We have a field called "preferred address" that lets us know if they prefer to be mailed at home.
We are fine with the work address not getting an address record created on the household account. We would need to move a lot of data around, but feel it would be ultimately a more straightforward approach for clean addresses. Do you predict any problems with this approach?
I have considered creating a workflow that would update the second address if a person's primary affiliation changed - as a way to address the one issue I foresee - which is that the secondary address field becomes stale as users forget to update it when employment changes. Thanks!
@Nonprofit Success Pack@Salesforce.org System Administrators