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Product Documentation

Add or Update Addresses for a Household or Organization

Note
This functionality is only available if you are using the Household Account model in NPSP. For more information, see What is an Account Model?

Overview

The Nonprofit Success Pack lets you track multiple addresses for each Household or Organization Account you create. (For example, seasonal addresses, work addresses, home address, or other addresses you'd like to keep track of for mailings). For each address, you can specify the type of address it is, and whether or not the address is the default mailing address for the Household or Organization.

Note
You may need to turn on Address Management for Organization Accounts. In the Nonprofit Success PackNPSP tab, click People | Addresses. Then click Edit, select the Organizational Account Addresses Enabled checkbox, and click Save. After enabling Organizational Account Addresses, you may also need to add the Addresses related list to the Organization Account page layout.

Add or Update a Household Address

Sometimes when you're entering data, you don't have complete information. You might create a Contact record without an address, which means the corresponding Household record is also created without address data. That's okay, you can always add address data later when you get it.

Or, maybe you do have address data for the Household, but now you need to update it because the family has moved.

There are several different ways to add or update an address for a Household. Here's the recommended method:

Note
If you're not in the Nonprofit Success Pack application, select it from the App Launcher.

App launcher

  1. In the Nonprofit Success Pack, search for the Household or Organization you're interested in (for example, “Smith Household”), or click the Accounts tab to see a list of recent Accounts.
  2. Click the Account Name of the Household or Organization you want to add an address to.
  3. Click the Manage Household button.

    Manage Household button

  4. On the Manage Household page, click the Change Address button.
  5. You can either click on an address in the Select an Existing Address list, or manually enter new address information.

    Change Address screen

  6. Click Set Address.
  7. On the Manage Household screen, click Save.

When you add or update address information:

  • A new Address record is created.
  • The new Household Address is propagated to all Contact records in that Household that do not have the Address Override field selected.
A changed household address propagates to all contact records in the household

Add or Update an Organization Address

To add or update an address on an Organization Account:

  1. Navigate to the Organization Account record.
  2. Click Edit.
  3. Start typing an address in the Billing Address field, which suggests addresses as you type, or manually enter the address information in the Billing Street, Billing City, Billing State/Province, Billing Zip/Postal Code, and Billing Country fields.

    Add address to Organization Account

  • Billing Address field suggests addresses as you type. (1)
  • You can also choose to manually enter address information in the individual address fields. (2)
Note
Unlike Household Accounts, an address update on an Organization Account will not propagate to Contacts associated with the Account.

Make a Minor Address Edit

Let's face it, we all make mistakes sometimes. Maybe you need to correct the spelling of a street name. Or perhaps you need to add a suite number to an address. Or you're standardizing your address conventions and want to change "Avenue" to "Ave." In any case, these minor sorts of updates to an address are handled differently depending on your NPSP Address settings.

Specifically, the Simple Address Change Treated as Update setting determines whether or not NPSP creates a new Address record for minor updates. When this setting is enabled, if you update capitalization, add or remove white spaces, or make a change to a single Address field, NPSP updates the existing Address record, rather than creating a brand new Address record.

If you change two or more address fields, NPSP creates a new Address record for the Address. For example, an Account's address is 123 A St., San Francisco, California 94105. If you edit only the Street field to make it 123 A Street, the existing Address record is simply updated. But, if you edit the Street field and the State field to make it 123 A Street, San Francisco, CA 94105, a new Address record is created.

Street addresses

To enable the setting:

  1. Click the NPSP Settings tab.
  2. Click People | Addresses.
  3. Select the Simple Address Change Treated as Update checkbox.
  4. Click Save.

How do Address Updates Work?

How Address updates affect your Accounts and Contacts depends on many factors. We know that Addresses in NPSP can be a bit of a mystery, so we compiled the effects of Address changes in one table.

Note
This table outlines the default Address behavior in NPSP. For Organization Accounts, this assumes that Organizational Account Addresses Enabled is enabled in NPSP Settings | People | Addresses.
Change What happens on Household Accounts? What happens on Organization Accounts?
Use the Change Address button on the Manage Household page to change an address A new Address record is created in the Addresses related list. The new Address is automatically marked as Default Address and is copied to all Contacts' Mailing Address fields (except Contacts that have the Override Address box checked). N/A
Modify the Billing Address fields on an Account A new Address record is created in the Addresses related list. The new Address is automatically marked as Default Address and is copied to all Contacts' Mailing Address fields (except Contacts that have the Override Address box checked). A new Address record is created in the Addresses related list. The new Address is automatically marked as Default Address.
Modify the Mailing Address on a Contact (Override Address box IS NOT checked) A new Address record is created in the Household Accoun's Addresses related list. The new Address is automatically marked as Default Address and is copied to the Household Account's Billing Address fields and all Contacts' Mailing Address fields. N/A
Modify the Mailing Address on a Contact (Override Address box IS checked) A new Address record is created in the Household Account's Addresses related list, but the change only affects the Mailing Address fields on the Contact you updated. N/A
Modify an Address record marked as Default The change is copied to the Household Account's Billing Address fields and all Contacts' Mailing Address fields (except Contacts that have the Override Address box checked). The change is copied to the Organization Account's Billing Address fields.
Modify an Address record that IS NOT marked as Default The change affects the Address record you updated. If any Contacts are using this Address (with Address Override), the change is copied over to the Contact's Mailing Address fields. The change only affects the Address record you updated.
Mark an Address record as Default The Address from the record you marked as Default is copied to the Household Account's Billing Address fields and all Contacts' Mailing Address fields (except Contacts that have the Override Address box checked). The Address from the record you marked as Default is copied to the Organization Account's Billing Address fields.
Create a new Address from the Addresses related list on an Account--do NOT mark as Default The Address IS NOT copied to the Household Account's Billing Address fields. The address IS NOT copied to the Organization Account's Billing Address fields.
Create a new Address from the Addresses related list on an Account AND mark it as Default The Address from the new record is copied to the Household Account's Billing Address fields and all Contacts' Mailing Address fields (except Contacts that have the Override Address box checked). The Address from the new record is copied to the Organization Account's Billing Address fields.