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dynamiczip:faq:update_customer_address_records_faq

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dynamiczip:faq:update_customer_address_records_faq [2015/04/16 22:31] – external edit 127.0.0.1dynamiczip:faq:update_customer_address_records_faq [2019/03/20 18:00] (current) conni
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 DynamicZip provides a way for you to automate the process of updating your customer address records based on the [[dynamiczip:tables:DZ Zip Address table]]. This process assumes that the ZIP Code contained in the customer address records is correct, and will then update the city and state to match the spelling contained in the DZ Zip Address table.  DynamicZip provides a way for you to automate the process of updating your customer address records based on the [[dynamiczip:tables:DZ Zip Address table]]. This process assumes that the ZIP Code contained in the customer address records is correct, and will then update the city and state to match the spelling contained in the DZ Zip Address table. 
  
-This process starts by validating the city, state, and ZIP Code already contained in the customer address record. If that combination of city, state, and ZIP Code exists in the DZ Zi Address table, then the customer address record will not be modified.+This process starts by validating the city, state, and ZIP Code already contained in the customer address record. If that combination of city, state, and ZIP Code exists in the DZ Zip Address table, then the customer address record will not be modified.
  
 You should use the [[dynamiczip:windows:DZ Customer Address Correction window]] (a.k.a. DZ Address Correction window) after; You should use the [[dynamiczip:windows:DZ Customer Address Correction window]] (a.k.a. DZ Address Correction window) after;
  
-  * Running the [[dynamiczip:faq:Import Zipsales Database Faq|rate & boundary import]]. +  * Running the [[dynamiczip:faq:rate_and_boundary_import_checklist|rate & boundary import]]. 
   * Running the [[dynamiczip:windows:dz_zip_address_import_window|Zip Address Import]].   * Running the [[dynamiczip:windows:dz_zip_address_import_window|Zip Address Import]].
-  * Manually making changes to the Zip Addresses table and/or +  * Manually making changes to the Zip Address table and/or 
   * Manually modifing entries in the Geocode table.   * Manually modifing entries in the Geocode table.
  
-**NOTES:** If the customer address record does not contain a ZIP Code or if the ZIP Code does not exist in the DZ ZIP Address table then the Address Correction routine will not be able to update the customer address record.+**NOTES:** If the customer address record does not contain a ZIP Code or if the ZIP Code does not exist in the DZ Zip Address table then the Address Correction routine will not be able to update the customer address record.
  
 If the Auto Correct City option is off (in the [[dynamiczip:windows:DynamicZip Setup window]] customer addresses located in ZIP Codes where there is more than one possible city will not be modified by the Address Correction routine. If the Auto Correct City option is off (in the [[dynamiczip:windows:DynamicZip Setup window]] customer addresses located in ZIP Codes where there is more than one possible city will not be modified by the Address Correction routine.
  
 ===== Limit to Range ===== ===== Limit to Range =====
 +
 Select this check box to limit the update to a range of Customer IDs (If starting and ending customer IDs are left blank, all IDs will be included). Select this check box to limit the update to a range of Customer IDs (If starting and ending customer IDs are left blank, all IDs will be included).
  
 ===== Operation ===== ===== Operation =====
-You can choose to run just the report to verify which zip addresses if any, will be updated. The Update & report option will run the update, and then print a report of all ZIP addresses that were updated.+ 
 +You can choose to run just the report to verify which zip addresses if any, will be updated. The Update & report option will run the update, and then print a report of all zip addresses that were updated.
  
 ===== Compare Country ===== ===== Compare Country =====
 +
 Select this check box to have DynamicZip compare by country. For example, if Compare Country is selected and the ZIP Address table has USA in the country field for a particular city, state, and ZIP Code, but the address being verified does not have USA in the country field, country in the address record will be updated to USA. If on the other hand, Compare Country is not selected, the verify will not even check the country fields. Select this check box to have DynamicZip compare by country. For example, if Compare Country is selected and the ZIP Address table has USA in the country field for a particular city, state, and ZIP Code, but the address being verified does not have USA in the country field, country in the address record will be updated to USA. If on the other hand, Compare Country is not selected, the verify will not even check the country fields.
  
 ===== Report ===== ===== Report =====
-Select All to print a report of all exceptions. Select Enabled to print a report that includes only exceptions for states that have ZIP addressing enabled. Select Changes to print a report that includes only the exceptions that DynamicZip can change.+ 
 +Select All to print a report of all exceptions. Select Enabled to print a report that includes only exceptions for states that have ZipAddressing enabled. Select Changes to print a report that includes only the exceptions that DynamicZip can change.
  
 ===== Update all states ===== ===== Update all states =====
 +
 This process can be run on all states by selecting this check box or can be limited to the states listed in the States included scrolling window. This process can be run on all states by selecting this check box or can be limited to the states listed in the States included scrolling window.
  
 ===== Preview Button ===== ===== Preview Button =====
 +
 Use the Preview button to preview the changes that will be made during the process. Use the Preview button to preview the changes that will be made during the process.
  
 ===== Process Button ===== ===== Process Button =====
-The Process button will update your customer address records based on the DZ ZIP Address table.+ 
 +The Process button will update your customer address records based on the DZ Zip Address table.
  
 ---- ----
  
-[[dynamiczip:faq:Frequently Asked Questions]] +[[dynamiczip:faq:Frequently Asked Questions|FAQ]] 
  
  
dynamiczip/faq/update_customer_address_records_faq.1429223466.txt.gz · Last modified: 2015/05/20 17:13 (external edit)

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