Relationship addresses

ShawnAlis Cusato

We've got records that are behaving badly, and I wonder if anyone else has seen this issue. Constituent A has multiple individual relationships, all of which are also constituents. If I open a relationship while in Constituent A's record, I see the address info. If I Go To this relationship or fully open the record, the address is completely different. Finally, I went to BB and discovered it is a known problem and I subscribed to it. Is this a common problem? What kind of a workaround do you use? Has anyone figured out a way to find these records? Thanks for any assistance.

JoAnn Strommen

Shawnalis Cusato:
We've got records that are behaving badly, and I wonder if anyone else has seen this issue. Constituent A has multiple individual relationships, all of which are also constituents. If I open a relationship while in Constituent A's record, I see the address info. If I Go To this relationship or fully open the record, the address is completely different. Finally, I went to BB and discovered it is a known problem and I subscribed to it. Is this a common problem? What kind of a workaround do you use? Has anyone figured out a way to find these records? Thanks for any assistance.

Shawnalis,

Maybe I'm not understanding your issue.  When I open Constituent A (org record), go to relationship tab, select the relationship with Constituent B (individual record), and then open Constituent B's record.  I get different address.  Is that the problem? 

Yes, the address that shows for Constituent B is different because when I open their record it's showing me their preferred address which is most often their home address, which unless it's a spouse or child is most likely going to be different than Constituent A's. 

If I'm doing mailing to contacts it will pull address from org record or I can set to send to both. 

If that's the scenario, don't know that I'd consider it a problem.  Not sure what knowledgebase you're referring to where it's an issue. 

ShawnAlis Cusato

JoAnn Strommen:

Shawnalis,

Maybe I'm not understanding your issue.  When I open Constituent A (org record), go to relationship tab, select the relationship with Constituent B (individual record), and then open Constituent B's record.  I get different address.  Is that the problem? 

Yes, the address that shows for Constituent B is different because when I open their record it's showing me their preferred address which is most often their home address, which unless it's a spouse or child is most likely going to be different than Constituent A's. 

If I'm doing mailing to contacts it will pull address from org record or I can set to send to both. 

If that's the scenario, don't know that I'd consider it a problem.  Not sure what knowledgebase you're referring to where it's an issue. 

Thanks for replying JoAnn.  Let me try again because this has me thinking like Chicken Little!

I think I've only seen this on individual records, but I suppose it lurks on the org records, too.  Say I want to verify that some part of a parent's address (like a phone number) is on the student's record.  I've got the mother's record open, so I go to the relationship tab and double click on the student.  A small screen appears with only 3 tabs:  Gen 1, Gen 2, and Attributes.  The phone number is there and I'm happy.  But, for whatever reason, I click on the go-to arrow and open the student's record.  The address on the Bio 1 tab doesn't match what I just saw in the smaller screen.  It's a completely different address, not just the phone number.

 

JoAnn Strommen

Shawnalis Cusato:

Thanks for replying JoAnn.  Let me try again because this has me thinking like Chicken Little!

I think I've only seen this on individual records, but I suppose it lurks on the org records, too.  Say I want to verify that some part of a parent's address (like a phone number) is on the student's record.  I've got the mother's record open, so I go to the relationship tab and double click on the student.  A small screen appears with only 3 tabs:  Gen 1, Gen 2, and Attributes.  The phone number is there and I'm happy.  But, for whatever reason, I click on the go-to arrow and open the student's record.  The address on the Bio 1 tab doesn't match what I just saw in the smaller screen.  It's a completely different address, not just the phone number.

 

Is the address while on the relationship screen the same as the mother's address? Or a former address on the mother's list of addresses? (this assumes you keep old addresses when address is updated) Is the address a previous address listed on the student's address tab?

My best guess, is that an address was updated somewhere along the line and option chosen not to update those sharing the address.  This could have left son with old family home address. Not sure why it doesn't display preferred one.  Just a guess.

I don't have a lot of records with family relationships that have their own records.  I opened a couple and the address on the small relationship pop-up matches the preferred address on their records.  

Probably an RE quirk

ShawnAlis Cusato

JoAnn Strommen:

Is the address while on the relationship screen the same as the mother's address? Or a former address on the mother's list of addresses? (this assumes you keep old addresses when address is updated) Is the address a previous address listed on the student's address tab?

My best guess, is that an address was updated somewhere along the line and option chosen not to update those sharing the address.  This could have left son with old family home address. Not sure why it doesn't display preferred one.  Just a guess.

I don't have a lot of records with family relationships that have their own records.  I opened a couple and the address on the small relationship pop-up matches the preferred address on their records.  

Probably an RE quirk

Yes, I believe you are correct.  I saw it a couple of times when I first started working here and was too much 'in the thick of things' to give it due diligence, but when I was updating addresses recently and they didn't update on the relationship box, even though the record showed the update, I went to tech support.  I was hoping there were other groups that had encountered this and either had a way to deal with it or we could band together and ride herd on BB.

 Thanks for you input!

Lynda Lee

Shawnalis Cusato:

Yes, I believe you are correct.  I saw it a couple of times when I first started working here and was too much 'in the thick of things' to give it due diligence, but when I was updating addresses recently and they didn't update on the relationship box, even though the record showed the update, I went to tech support.  I was hoping there were other groups that had encountered this and either had a way to deal with it or we could band together and ride herd on BB.

 Thanks for you input!

I have reported this in cases and in user groups led by BB analysts several years ago. I have a case open again currently to address this issue. The best example of our experience is Mom/Dad/Recent Alumni, all constituents, share an address and certain contact information. A new address is obtained for Recent Alumni, at which point the address on that constituent record is unshared and the physical location and any contact information are updated on Recent Alumni constituent record. On all the relationships of Recent Alumni to other constituent records, the physical address is updated but the contact information is remnant of and still linked to all the other constituents & non-constituents sharing the original address. If this remnant contact data is deleted from any Recent Alumni relationship, it is also deleted from every other record which shared the original address.

We went through a significant effort several years ago to clean up relationships and address sharing, unaware of this idiosyncrasy. The only full-proof way I have identified to deal with it is with every address change on constituent X, also go to every other constituent record listed as a relationship on constituent X's record. Open the relationship view on those records, stop sharing the address of the relationship with constituent X which changes the contact data to "unshared", delete the now unshared contact data and re-share the address on the relationship with constituent X. Again, repeat this for every constituent relationship that is listed on constituent X's record.

It's tedious and I guarantee that we do not catch every address change and process it not only on the constituent whose address is changing but on every constituent record related.

ShawnAlis Cusato

Lynda Lee:

I have reported this in cases and in user groups led by BB analysts several years ago. I have a case open again currently to address this issue. The best example of our experience is Mom/Dad/Recent Alumni, all constituents, share an address and certain contact information. A new address is obtained for Recent Alumni, at which point the address on that constituent record is unshared and the physical location and any contact information are updated on Recent Alumni constituent record. On all the relationships of Recent Alumni to other constituent records, the physical address is updated but the contact information is remnant of and still linked to all the other constituents & non-constituents sharing the original address. If this remnant contact data is deleted from any Recent Alumni relationship, it is also deleted from every other record which shared the original address.

We went through a significant effort several years ago to clean up relationships and address sharing, unaware of this idiosyncrasy. The only full-proof way I have identified to deal with it is with every address change on constituent X, also go to every other constituent record listed as a relationship on constituent X's record. Open the relationship view on those records, stop sharing the address of the relationship with constituent X which changes the contact data to "unshared", delete the now unshared contact data and re-share the address on the relationship with constituent X. Again, repeat this for every constituent relationship that is listed on constituent X's record.

It's tedious and I guarantee that we do not catch every address change and process it not only on the constituent whose address is changing but on every constituent record related.

I'm so happy to hear from you!!  Did you figure out how to find these problem records?  Tech support said that if the relationship link was broken and then re-established, the problem went away, although they couldn't guarantee it went away forever.  I'd like to know if we've got 50 such records or 250, and if they're records we open often.

 I will try your method of un-sharing and re-sharing when I come across one, but who knows when that will be?  Would you mind sharing your email so I could ask questions when I'm dealing with one of these records?  Mine is shawnalis.cusato@bishoplynch.org.

Thanks, again!