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Cities and Postal Codes
Countries (and states or provinces if these are configured for the country), can be associated with cities and/or with postal codes using Cities and Postal Codes configuration (System Configuration>Profiles>Geographical Data>Cities and Postal Codes). When a country and postal code are entered on a profile, OPERA automatically determines if there is a state, city, and territory associated with the country-postal code combination. If there is, the state, city, and territory portion of the address will auto-populate on the profile. Territories will only be updated for account and contact profiles.
In addition, Cities and Postal Codes configuration allows you to associate a district (see Districts for details) with country/state/territory/city/postal code combinations. Districts can then be used as geographical filters for statistical reporting and marketing purposes. How districts may be set up using cities and postal codes depends on whether the country has been configured with states (or provinces). If states have been configured for the country, you may set up districts that consist of one or more of the following combinations:
For example, for the US, one district might include the cities of Chicago IL, North Chicago IL, and Racine WI. Another district might include the entire state of Delaware, the city of Philadelphia PA, and postal codes 08101 through 08104 in Camden NJ.
If the country has not been configured using states, you may set up districts that consist of any one or more cities within a country. For example, a district could be set up for the Netherlands consisting of the cities of Rotterdam and Delft.
When you select Configuration>Profiles>Geographical Data>Cities and Postal Codes, the Cities & Postal Codes screen appears.
The following search options are available to help you locate particular country/state/city/postal code combinations. Enter your options and select the Search button.
Postal Code From/To. Enter a range of postal codes.
City. Enter the name of a city or the first part of the name of a city.
Country. Select the down arrow to choose one or more countries.
State. Select the down arrow to choose one or more states or provinces.
District. Select the down arrow to choose one or more districts.
Territory. Select the down arrow to choose one or more territories.
The Cities & Postal Codes screen provides the following information.
City. The city associated with the country/state/territory/city/postal code combination.
From/To Postal Code. The start and end range of the postal codes valid for the particular country/state/territory/city/postal code combination.
Country. Country code for the country associated with the country/state/territory/city/postal code combination.
State. State code for the state associated with the country/state/territory/city/postal code combination.
District. District associated with the country/state/territory/city/postal code combination.
Territory. Territory associated with the country/state/territory/city/postal code combination.
To create a new country/state/city/postal code combination, select the New button. To edit an existing combination, highlight your choice on the Cities & Postal Codes screen and select the Edit button. The Cities & Postal Codes - New or Cities & Postal Codes - Edit screen appears.
Provide the following information and select the Save button.
Country. Select the down arrow to choose the country associated with the country/state/territory/city/postal code combination. The country description appears to the right of this field.
State. This field appears if states or provinces are configured for the country selected in the Country field. Select the down arrow to choose the state or province associated with the country/state/territory/city/postal code combination. The state description appears to the right of this field.
District. Select the down arrow to choose a district to be associated with this country/state/territory/city/postal code combination.
Territory. Select the down arrow to choose the territory associated with the country/state/city/postal code combination. When a country and postal code are configured together with a territory linked to them, the territory code will default in the Territory field on account and contact screens when the country and postal codes are selected on those screens.
City. Enter the city associated with the country/state/territory/city/postal code combination. If a city is not entered, a postal code must be entered.
From Postal Code/To Postal Code. Use these fields to define the start and end range of the postal codes valid for the particular country/state/territory/city. Alphanumeric characters are accepted in these fields. If a single postal code is to be associated with the/country/state/territory/city combination, enter the same postal code in both the From Postal Code and To Postal Code fields. If a postal code is not entered, a city must be entered. When a country and postal code are configured together with a territory linked to them, the territory code will default in the Territory field on account and contacts screens when the country and postal codes are selected on those screens.
Note: After associating territories to the postal codes, if you want to update all existing profiles with the new associated territory and postal codes, run the support script provided by OPERA Support.
Note: After territories have been linked to a country and postal codes, run the Postal Code Import Utility. This utility will remove all previous configured territories, delete the postal code ranges, and then import into OPERA the new up-to-date postal codes and associations.
Note: OPERA SID data includes a prepared listing of postal codes, territories, cities, and states/provinces for selected countries. For these countries, the territory, city and state/province will automatically populate when you enter a valid postal code.
See Also
