'Update addresses' provides the ability to manipulate the name and address fields as well as the tax jurisdiction of customers' records. Addresses can be changed to be all upper case or upper-and-lower case, the 'Sex' field can be set based on prefix and first name, the 'Prefix' field can be set based on the 'Sex' field, and/or the 'Tax Jurisdiction' field can be set based on the 'Tax jurisdictions' table. This menu item uses a file, QFCONVERT.INI, located in your QuickFill program directory to set the 'Sex' and 'Prefix' fields.
Names may be added to this file by using the Windows Notepad text editor. This file also contains prefixes and the sex codes associated with them. More information on the structure of the QFCONVERT.INI file can be found in the file itself.
Names and addresses
These fields allow you to specify the case to be used for customers' address data. If you do not wish to change the case of customers' addresses leave the 'Do not change the case of the addresses' field selected.
Set sex based on name or prefix
Check this field, and QuickFill will set customers' 'Sex' field based on address data. The sex assigned to each customer will be based on the 'Prefix' and/or 'First name' fields. If a customer's prefix is found in QFCONVERT.INI with a sex code of 'M' or 'F', QuickFill will set the sex code accordingly.
If the customer's prefix is found in the [PREFIX] table of QFCONVERT.INI with a sex code of 'B' or 'U', or is not in the table at all, QuickFill will determine the sex code based on the customer's first name. If the customer's first name is in the [MALES] or [FEMALES] table of the QFCONVERT.INI file, QuickFill will assign a sex code of 'M' or 'F' accordingly. If the customer's first name is in both the [MALES] and [FEMALES] table, a sex code of 'U' for "unknown" will be assigned. Finally, if a customer's 'Prefix' and 'First name' fields are blank, the sex code will be set to 'C' for "company only."
Set prefix based on sex
Check this field, and QuickFill will assign customers a prefix based on the sex field; only customers with a blank 'Prefix' field and a sex code of 'F' or 'M' will be changed. If a name is female, the prefix "Ms." will be assigned. If a name is male, the prefix "Mr." will be assigned.
Check this field, and QuickFill will update customers' tax jurisdictions based on the 'Tax Jurisdictions' table. This update will not change the tax jurisdiction or recalculate sales tax for existing orders. Only orders entered after a customer's tax jurisdiction is updated will be affected. If there is no 'Tax jurisdictions' table defined in your database, no changes will be made when the update is run.
Click here for details on options for running updates.