Not sure this is the best solution for you, but I’m just throwing out ideas as if I were starting brainstorming with my sys admin asking me to do this. If I understand what you are asking, I’d explore doing it this way as a developer…
- Add a field somewhere (to the customer?) to indicate that this action needs to be performed.
- Create an action or processing screen that can be executed to perform the overwrite with “X” as required. Writing a custom code means that you have complete control over what and how the overwritten data is executed.
- Create a dashboard to monitor when these are overdue (in case any slip by the next step).
- Schedule the action/processing screen to be executed as required. (Be sure to validate that you do not need the contact/address info for open records, such as open sales orders that need to ship!)
You may be able to get by with a carefully constructed GI that pulls all contacts/addresses based on some flag (the custom field suggested above?) and then enable “mass update”. CR302000 isn’t on my menu, but it is the maintenance screen that pops up for a customer contact if you want to explore the GI route. I think you still have to add an action to the associated graph to add to the Mass Actions tab in the GI. The “hidden” GI for the primary list on my system is CR-Contacts2018R1.
Hope this helps. I’m interested in what direction you end up taking, so I’ll be watching here. Please be sure to keep us updated.