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Automatically Update Client Addresses With Snowbird

Contents

Introduction

The Snowbird functionality allows you to update mailing addresses for your clients for a specified duration. You can fully automate the address updating process, saving you time and effort. When you know a client's address will be changing, you can add it an designate the dates it should apply. Then, when those dates arrive, the address will automatically change to the temporary address you designate.

Before You Start

The Snowbird feature will automatically change the client's Primary Address based on their schedule. Before you start, you will need to set up the Snowbird feature for custom forms.

For details, see the Microsoft Dynamics 365 Help Topic Create, edit, or configure forms using the form designer.

Custom Form Fields

When you are setting up your custom form to include the Snowbird feature, use the following fields:

Account Custom Form

Primary Address (tam_address1id)

Tamarac Address Custom Form

• Snowbird (tam_snowbird)
• Start Date (tam_validfromdate)
• End Date (tam_validtodate)
• Subsequent Address (tam_substiution_addressid)
• Recurrence (tam_recurrence)
  

Filters

Account/Household (Addresses)

Address Form Files

• tam_/Scripts/TamaracCrmCommon.js
• tam_/Scripts/Form/TamaracAddress.js

Automatically Update Addresses With Snowbird

To update the mailing address automatically, follow these steps:

1. Under the client record, open the Address panel.
2. In the Address panel, turn on the Snowbird toggle.
   
3. Configure the related settings as appropriate.
   • Start Date
   • End Date
   • Subsequent Address
   • Recurrence