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Limit access to specific Address types

Last post 01-11-2009 4:10 PM by Ron Hanna. 2 replies.
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  • 01-07-2009 4:29 PM

    • Ron Hanna
    • Not Ranked
    • Posts 6
    • Organization: Eastern Mennonite Missions

    Limit access to specific Address types

    Is there a way to limit access to specific address types?  In this case, most users should be able to view constituent addresses, but a few constituents have addresses in "sensitive" areas of the world; and we want only a few staff to be able to see those particular addresses.  These same constituents might have other addresses (business address, parent's address, etc.) that CAN be viewed by all staff.

    Thanks...

    Filed under: ,
  • 01-10-2009 2:32 PM In reply to

    • David Zeidman
    • Top 25 Contributor
    • User Since: 2002
    • Posts 326
    • Organization: Zeidman Development
    • Products:  Blackbaud Direct Marketing, Blackbaud Enterprise CRM, The Information Edge, The Raiser's Edge

    Re: Limit access to specific Address types

    This is something that an organization that I worked for way back wanted to implement. There was and still is not any kind of in the box solution so we implemented a solution using VBA. When a record was opened these sensitive addresses were removed and stored in memory. When the record was closed they were added back again. This was not the most robust of solutions however and we had to change the code so that the ordinary user could not add a "sensitive" address types. This did not stop them from seeing the addresses using query or export however which made this a bit of a show stopper.

    In the end I think that we added a second constituent that was tied by a relationship to the original constituent and added a constituent code that the ordinary user did not have rights to. This was a bit of a messy solution too in my opinion as you still have duplicate records out there but at least most people could not see them. They were only used for storing the additional address and sensitive bio information (and only for a select few addresses)

    A better solution may be to put the address in a notepad and make that notepad type not accessible to the ordinary user. Again not a great solution but if you put the address formated as it would be on a label you can use it in export for mailings to these constituents.

    David

    David Zeidman
    Zeidman Development
    http://www.zeidman.info

    Check out my RE API blog
    http://www.re-decoded.com
  • 01-11-2009 4:10 PM In reply to

    • Ron Hanna
    • Not Ranked
    • Posts 6
    • Organization: Eastern Mennonite Missions

    Re: Limit access to specific Address types

    David,

    Thanks for the response.  I think we will be going with the notes type with limited access.  Formatting the notes as an address label is a great idea.

    Thanks....

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