Leaving previous addresses in Personas on AddressFinder update

Currently, when AddressFinder is run, the old address is stored as a Journal Note. Wealth screenings can not access old addresses, a key identifier, in Journal Note. Previous addresses need to remain in Personas so that they can be accessed and seen with other addresses.

  • Judith Youngblood
  • Mar 10 2020
Data Entry
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  • Robert Burch commented
    July 28, 2020 14:04

    We create a Persona Type of Previous Address. When someone moves, you copy their persona to Previous Address persona and update their main persona with their new address

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