Sync Household Address When Individual Updates Address via Portal
Foundations increasingly allow donors and fund advisors to update their contact information directly through the Portal, which is a great improvement for data accuracy and staff efficiency.
However, when an individual profile that belongs to a household updates their address, the household address is not automatically updated. Many foundations use the household record as the primary source for mailings and communications, which can lead to inconsistencies and outdated addresses.
Current Challenge:
-Individual updates address via Portal
-Household address remains unchanged
-Mailings continue to pull from the household record
-Staff must manually reconcile records
Proposed Enhancement
Provide an option to:
-Automatically update the household address when an individual updates their address or
-Prompt staff to confirm whether the household address should be updated as well
This could be configurable based on foundation preferences.
Why This Matters:
-Improves data consistency across profiles
-Reduces manual cleanup work for staff
-Prevents incorrect mailings
-Aligns Portal updates with downstream operational workflows
Real-World Use Case
A fund advisor updates their address through the Portal, but the household address remains outdated. When the foundation generates mailing labels from the household record, materials are sent to the wrong address, even though the donor already provided the correct information.
Mark Bejcek
shared this idea