Posted By Patrick Manning on 17 May 2012 10:44 AMDefault sets are only applied to new records, so if the CONSTITUENT is new (not just the address) it should pre-populate data from the default set.
this will work because A) the defaults are supposed to only process with NEW constituent records and not just new addresses on existing records
and B) it's never worked for me.Default Sets in general haven't worked, or setting address info on a constituent default set? Was the constituent a new record?
I would like to suggest creating an 'Address Default Set' for new address records, much like new gift records or action records, etc.We would love to be able to do that, but unfortunately (to my knowledge) there are no default sets for address records.
Omatic Info
Have you ever seen the Advanced Address Processing (AAP) form pop up when the similarity score for an address is 100? You might be wondering why you would see that form when the similarity score is above the score set in your settings.
The similarity score in Import-O-Matic is based only on the address block. Import-O-Matic considers any change in the the City, State, or Postal Code as significantly different. Therefore, if the City, State, or Postal Code are different Import-O-Matic automatically shows the Advanced Address Processing form.