Arena and Multiple/Seasonal Addresses

Has anyone created dated fields to use with multiple/seasonal addresses in Arena. Example: Mr. Smith is at 123 Main street from 01/01 thru 03/31 and at 698 Left Lane from 04/01 trhu 12/31.

Then when creating mailing using the address based on the correct date??!! If so - please contact me!! dcasey@nnumc.org

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Online ErikP over 6 years ago

I used to really miss that feature in Shelby v5, but now I've kinda gotten used to it. My intention was to keep notes in a special ministry tag and check these notes on anyone included in a mailing who has that ministry tag on their record, but I neglected to stay on top of this. Our snow birds now make a quick call when they come or go and we switch which address type is their current primary.
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Offline Karrianne over 1 year ago in reply to ErikP

So is this feature still non existent? Do we have to go in and manually switch the snowbirds address each year? And how would we do that? Just change the order under look ups?
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Online ErikP over 1 year ago in reply to Karrianne

Changing the lookups will only change the order of the drop-down and the order they appear on records.

The current process is to change the Primary check mark to the appropriate address when they seasonally come and go. Most address label reports and such should use whatever address is marked Primary.

So, I like to have Main be wherever they reside when they are here locally. Then use Winter, or PO Box, or School, or we have one called Field Address for missionaries, for when you want to have additional addresses. Which ever one is Primary is where they want their mail to go.

As a work-around to the date range like Shelby v5 had, you can put a recurring event on your calendar to update so-and-so's primary address. Fortunately, we only have a few and they tell us when they come and go.
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Offline Tony Visconti 1 month ago in reply to ErikP

Perhaps one could leverage an automated sql job that runs once a day to update which address is primary.

It could even reference these fields on the core_person_address table.
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Offline Tony Visconti 1 month ago in reply to Tony Visconti

I am thinking one would need generic address types of future address and seasonal address to make this work.
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Offline Tony Visconti 1 month ago in reply to Tony Visconti

Myself and a volunteer worked out a way to create future addresses.

Follow these steps to setup the automatic conversion of future addresses to become primary addresses after their active date passes.

Create “Future Address” luid

Create a daily job using this script: https://pastebin.com/axtaiLMG

Update the following parameters in script to match your system: @AddressTypeFuture, @AddressTypeHome, @AddressTypePrevious, @HistoryType, @OrgID

This script finds all future addresses based on the future address type luid. If a future address’s “active date” is passed, the script will change the future address to be the primary home address for the corresponding person and any family members. If “previous address” is already present, it deletes the previous address and changes former primary home address to a new previous address. Update of future address and primary address changes are logged in user notes.

Create a new page in Arena “Update Future Address Date”. This will allow admins to update the active date on future addresses without having to use SSMS.

Add “KFS Filter Builder” module to page

Set Filter Directive to (https://pastebin.com/r013ZC3p)

Add “Report Grid From Query” module to page

Create new stored procedure cust_CCIW_get_save_future_address https://pastebin.com/Yd23qACm

Make sure tp update LUID’s in sproc to match your system

Update the module field called Parameters to (@ActiveDate=;@Guid=)

This page will allow for viewing and updating of future address dates. If you don’t have the KFS Filter Builder module you can pass the active date directly through a URL parameter to the procedure. When no active date is passed the address records won’t be updated. The procedure will update future addresses for all family members.

As with any custom scripts, verify functionality on a test profile before use. Use transactions with rollback when testing.

Optional – Create a page that allows navigation to the Update Future Address page from any Person Profile

Page should be created as a tab of profile page. This allows you to pass in a GUID to a dynamic URL
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Offline Tony Visconti 25 days ago in reply to Tony Visconti

New Update: Added functionality to add self-updating seasonal addresses –

Create LUID for Seasonal Address

Create daily job (or append Future Address job) using this script: https://pastebin.com/36BHGHGV

Update the parameter @AddressTypeHome in script to match your system’s

Create a new page in Arena “Update Seasonal To/From MMDD Values”.

Add KFS Filter Builder module with following Filter Directive: https://pastebin.com/HCiW4Y5q

Add Report Grid From Query module

Create stored procedure cust_CCIW_get_save_seasonal_address https://pastebin.com/jZtKDM1V

Set module parameters to “@Guid=;@FromMonthDay=;@ToMonthDay=;@AddressLUID=”
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