Create an address type
It would be awesome if we could create our own address type. I understand there are several on the dropdown for business, home, etc. But it would be nice to create a separate address type if possible. We ACH our designated grants June 1st every year... but before sending them out we like to address them a letter/email to notify them of the ACH and see if they need to update their ACH information. I would like to be able to put an "ACH Address" on the profile when the address is different for the ACH vs. where we would normally send statements and/or grants. I also would need to be able to pull this address type from the Fund/Fund Beneficiary custom report.
If there is a way to do this and I'm not seeing it- please let me know.
Thank you!
Caili Brading
shared this idea
There is a current option to set your own address types. In Profiles, select Profile Types from the left side menu. You should then see an option to Add Address Type. That allows you to add a new address type. If you have further questions, please reach out to support.
