Creating a Secondary Mailing Address in Breeze

Secondary addresses can be stored within Breeze by creating two new profile fields to store this additional information. You can create a new profile field by going to:

  1. The "Account Settings"(Image_2020-05-07_at_1.31.50_PM.png) on the top right
  2. Select Profile Fields
  3.  Choosing the appropriate field option from the left-hand side. (e.g. the Text field)

As there is not currently an additional "Address" field option (on the lefthand side), you will need to create your own place to store this information. We recommend using two different Text boxes as your profile fields, and calling the first one "Secondary Street Address," and then the second text box "City, State, Zip".

These additional address fields are for reference only and mailing labels would not populate for these fields. The original Address field drives all output of information (i.e. everything that comes out of action panel, the creation of mailing labels, the mapping of addresses, etc.)

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How to handle Snowbirds/College Students

When an individual is residing at their secondary address, it will need to be reflected in the Address profile field, and the original address moved to the secondary option.

While Breeze does not have a default way to switch between the two addresses, there is a way to make the organization and management of this information a bit easier. This would be to use dropdown profile fields that track when individuals are at their secondary address.

An example would be:

For college students, you can have a Dropdown profile field called College Students with the options of: May - August, April - August, May - September, etc.

For snow birds, you can have a Dropdown profile field called Snow Birds with the options of: January - February, January - April, January - March, etc.

After logging this information in Breeze, you'll be able to do a routine search in the People section, and see whose address needs to be changed to their secondary address option.

If you would like to switch the main address field with the secondary address field for part of the year, you can use Bulk Update People to move the address fields from the regular address field to the secondary field and vice versa. 

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Comments

10 comments
  • Hello, We have many individuals and families in transitional housing so though they do have a current physical address, they also have a more permanent address (either of a stable family member or a P.O. Box) where they would like all statements to go. How would you recommend addressing this when it comes to time to send statements?

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  • @info,

    That's a great question!  The statements will go to their Primary address (the address fields that are locked within Breeze).  I would recommend using that field for Statements unless someone really needs it sent to their secondary address, but that would have to be a more manual process.

    I hope this helps!

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  • We have a similar situation to adminasst in having people going north or south at different times during the year. I'd like Breeze to allow people to manage their own addresses and change them between the two at will. It is too much for the administrative staff to have to do it. Definitely we need a secondary address area that is functional at all times (or has a switch of on/off).

    Thanks!

    Sarah

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  • Hey @webmaster!

    Thanks for your feedback here about how we can improve Breeze by adding a secondary address field.

    We’re always on the hunt for the next great idea to serve churches better! Currently we are not accepting feature requests via the Community forum. Would you mind to submit this awesome idea our page? We'd love to hear from you! Please check out www.breezechms.com/features.

    Blessings!

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  • We have people who want their emails to go to them at their personal email address as well as their business address.  If we add a second email address, will it go to both? or just the Primary?

    Thank you!

    May

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  • @office - Sometimes our churches want to store more than one email address on a profile and this can be done very simply through Breeze! All you have to do is edit the Contact section on a profile, and add the second email right next to the first one, separated by a comma. (na@na.com, ashley@example.com)

    Note: If there are two email addresses attached to John Doe's profile and I go to email him from the People section or Tag (or any other group aspect), it will automatically include both email addresses. This means he will receive the email at both addresses on file. In order to send an email to a specific address on file, the church will need to select the individual address from John's profile.

    You can read more about this in this article: Advanced Email Settings 

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  • A very common situation in our case (and many others, I'm sure) is members with a post office box for receiving mail in addition to their physical address. While secondary address profile fields can be added as mentioned in this article, there is a loss of some Breeze functionality when doing so.

    To send these members postal mail, their P.O. Box *must* be listed in the original address fields, and the physical address listed in the secondary fields you have configured. Doing so, however, means that the address map will not work for these members, since the map is generated from the address listed in the original fields (which now contain the P.O. Box) and not the secondary fields.

    Sure, the address map is just a nice-to-have feature, but it would be great if Breeze could implement separate physical vs. mailing address profile fields in a near-future release (as can be found in most other applications) thus handling mailing vs. physical mapping appropriately, and eliminating the need for us to have to "compromise away" a beneficial feature.

    (If anyone else reading this agrees, please go to the feature request page - www.breezechms.com/features - and let 'em know. I'd guess that the more requests they receive, the higher they prioritize it in their development schedule!)

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  • @jim

    Great thoughts here Jim! We appreciate the feedback very much!

     

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  • I added a 12-box multi-pick for handling seasonal and snowbird residents:  Checkbox for January, another for February, etc.  That way the user can tell _us_ the dates when he/she will be in the vicinity.  I find that easier to read and easier to filter on, e.g., to find those who will likely be in the area during the month of our charity fund-raiser, I need only find the ones marked for the month of the party.  

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  • Hey @ellenma8,

    Great ideas! Thank you for sharing! 

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