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Replace People Addresses

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This article explains how to use the Replace Address function in Athennian to efficiently update a Person's Address information. This feature streamlines the process of replacing Profile Addresses or updating a Shared Address connection.

Overview

The Replace Address function allows users to quickly end-date an existing Address and create a new one in a single step, ensuring all associations transfer to the new Address. This eliminates the need for manual updates and maintains accurate Person records.

  • Note: The Replace Address function cannot be used simultaneously on both Profile Addresses and Shared Addresses. Select only one type of Address for replacement at a time

Replace a Person Profile Address

Use this process when a Person's primary location Address (e.g., Residential Address, Mailing Address) changes.

  1. Navigate to the People section and search for the desired Person profile
  2. Go to the Addresses tab
  3. Check the box next to the Profile Address to replace
    • Note: Only one Profile Address can be selected for replacement at a time
  4. At the top of the Addresses list, select # Selected and then select Replace from the dropdown menu
  5. In the Replace Address modal:
    • Select the Address Type
    • Enter the new Address in the Enter a location field and select it from the dropdown list
    • Adjust the Effective Date for the new Address using the calendar tool
    • Add Notes as needed
  6. Click Replace
  7. An Update Address Modal will appear informing you that the references to the original addresses for all affiliations and associations will be replaced with the updated address, simply select Confirm to complete the workflow

Note: The previous Address will automatically end-date and be set to inactive, and the new Address will be created with all associations transferred.

Video Instructions:

Replace a Person Shared Address

Use this process when a Person is connected to a different Shared Address (e.g., their address is now linked to a different Entity's address).

  1. Navigate to the desired Person profile
  2. Go to the Addresses tab
  3. Check the box next to the Shared Address to replace
    • Note: Only one Shared Address can be selected for replacement at a time
  4. At the top of the Addresses list, select # Selected and then select Replace from the dropdown menu
  5. In the Replace Shared Address modal:
    • Select the Effective Date for the new Shared Address using the calendar tool
    • Select the new Entity or Person to link to from the Pick an Entity/Person field
    • Select the specific Address from the chosen Entity or Person to use
    • Add Notes as needed
  6. Click Replace
    • Note: An Update address modal will appea confirming the references to the original addresses for all affiliations and associations will be replaced with the updated address. 

The previous Shared Address link will automatically end-date, and the new Shared Address link will be created with all associations transferred.

Video instruction: