• Ron McMahon

Improved Functionality – Import/Export Customer Accounts


When importing and updating customer accounts in ‘bulk’, we now have the ability to import a billing address along with the residential address for each customer.

This applies to both the import new and update existing account functions.

Within the csv file you will notice 5 additional columns for billing address.

Agent Permissions – Access to Import/Export Account functions

We now have the ability to restrict an Agent from accessing the Import/Export functions within the Accounts screen. This permission can be enabled/disabled from the agent account within the settings menu.

When enabled, the agent will be able to view and access this feature within the Accounts screen.

When disabled, the agent will not be able to see or access the Import/Export function.

Note: For those agents who already have access to the import/export of customer accounts, this permission will be enabled by default.

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