Batch reset customer residency

For more efficient user management, organizations can now batch reset customer residencies by executing the Batch Reset Customer Residency process. The system then automatically resets the Resident flag for all customer accounts by checking each customer’s address against the system’s configured Geographic Area / Street / Postal Code (the rule by which to automatically set the Resident flag is the same as when creating a new customer account).

 

To execute the Batch Reset Customer Residency process:

    1. Log into a user account with a system user profile with the Administration: Location - Batch reset customer residency permission.

    2. Open the Administration Home > Locations > Batch Reset Customer Residency page.

Before running the Batch Reset Customer Residency process, ensure that the:

settings are disabled, otherwise running the process will result in an error message.

    1. Click Submit and wait for the process to complete.

Related topics

Loading a street database

Adding or modifying a geographic area

Adding or modifying a postal code

Adding or modifying a street

 

Return to Locations Help