Address Hold

Use the Address Hold functionality to hold or keep a customer's mail for a specified period of time.

Example: A customer wants to have their mail held (not delivered) for a period of time while they are on vacation or moving or holding a mail returned undeliverable until the address can be verified and updated.

If mail needs to be held for an extended period of time on an annual basis, use the Seasonal Address functionality.

Usage

To Put an Address on Hold:

1. Navigate to an Individual Profile or Organization Profile page.
2. On the Profile page, click the edit button on a record in the addresses child form, or click the edit name & address button in the Additional Information section in the Information Panel.
3. The Edit—Individual, Edit—Organization or the Individual or Organization Name & Address Information page will display.

4. Click the on hold check box.
5. The on hold type drop-down list, and on hold from and on hold until date boxes will display in the bottom section of the form.
6. Select a reason for the hold from the on hold type drop-down list (required).
7. Select a date from on hold from (required) and on hold until (optional) date fields.
8. Click Save.

Note: If the address on hold is the Individual's or Organization's Primary Address, the *On Hold* message will display in the Additional Information panel of the Profile page. It will not display for an other address type. If an Organization's address has been set to on hold using the steps above, any individuals who link to that Organization's address as their primary will also have the Organization's linked address put on hold on their Individual Profile.

Technical Information

AddressCorrectionEnabled system option.