Preserve a deliberate regional exception

Purpose

Staff assign an exception region and protect that choice from automatic placement until they release it.

How It Works

A coordinator can select a region directly on a contact or organization. Enabling the automatic-assignment override preserves that deliberate choice through subsequent address moves. Recalculation respects the same exception. Without an override, the manual choice lasts until the deciding input changes or recalculation reevaluates it. Releasing an override schedules reconciliation of the current address. A move made while held can therefore determine the restored automatic placement. Enabling the override alone does not move the record. A region outside the workspace is rejected. An organization’s hierarchy does not supply an inherited regional placement. The acceptance tests record shortcomings in how contact screens display regional choices.

Relationships

• Maintain the region catalogue supplies the regional catalogue used by the surrounding work.
• Keep placements aligned with address changes coordinates placement after committed address changes.
• Apply the current policy across existing records applies policy changes to existing records.