Specify a Default Mailing Address for a Household or Organization

Mark an Address as Default

Marking an Address as the default specifies that it is the Address to send mailings to.

Note This functionality is available only if you're using the Household Account model. For more information, see What is the Household Account Model?

When you mark an Address as default, NPSP:

• Copies that Address to the related Household or Organization Account's Billing Address fields.
• Copies that Address to the Mailing Address fields of each Contact who's connected to the Household (Household Accounts only).
  

  Note Default Mailing Addresses aren't copied to Contacts who have an Address Override. See Override the Default Household Address for a Contact.

To mark an Address as default:

1. In the Nonprofit Success Pack, search for the Household or Organization (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 Account whose addresses you want to edit.
3. Scroll down to the Addresses related list, find the Address record you'd like to set as the default, and click Edit.
   
4. Select the Default Address checkbox, and click Save.
   

You now see the default Address in the Mailing Address and Household Mailing Address fields on the Contact record.

Mark a New Address as Default if the Household Moves

Create a new address and mark it as the household's default address. The previous default address and all contacts related to the household are updated.

1. Create the new address for the Household Account.
2. Mark the new address as the Default Address (procedure above), and click Save.

Behind the scenes:

• On the previous default Address, the Default Address checkbox is unchecked.
• On the previous default Address, the Latest End Date field is populated with today's date.
• The Household Account and related Contacts are updated with the new default Address.