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How can I unlink a customer from all multi juris certs at once in Avalara CertCapture?

Overview

I would like to delete a customer but before I can do so I must apparently unlink them from all certs. I'd like to do this at once for a multi juris cert.

Environment

Avalara CertCapture

Resolution

  • Navigate to the customer record and click the Taxability Info tab
  • Right click the first Linked Cert (should be the first one alphabetically 
  • Click Unlink This Certificate
  • You'll then see a dialogue asking that you be sure you would like to also link them from the other certs all at once
  • Clicking Ok will unlink the customers from all the certs (exposure zones) at once