Managing City and Postal Codes

To add City and Postal Codes:

1. From the Administration menu, select Client Relations, select Geographic Management, and then select City and Postal Codes.
2. Click New to open the Manage City and Postal Codes screen.
3. Select the Country associated with the country/state/territory/city/postal code combination.
4. Select the State. This field appears if states or provinces are configured for the country selected in the Country field.
5. Select a 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.
6. Select a District to be associated with this country/state/territory/city/postal code combination.
7. Select the Fiscal Region.
8. Select the From Postal Code / To Postal Code to define the start and end range of the postal codes valid for the particular country/state/territory/city.
   Note: Alphanumeric characters are accepted. 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 defaults in the Territory field on account and contacts screens when the country and postal codes are selected on those screens.
9. Enter a City associated with the country/state/territory/city/postal code combination. If a city is not entered, you must enter a postal code.
10. Click Save.

To Edit and Delete City and Postal Codes:

1. From the Administration menu, select Client Relations, select Geographic Management, and then select City and Postal Codes.

2. From the search, enter search criteria and click Search.

3. From your search results, locate the city and click the vertical ellipsis.

4. Select Edit or select Delete.

5. If editing the code, make your changes to the Description field and/or Sequence number.

   1. Click Manage Translations to add or update account description translations.

   2. Click Save.

6. If deleting the code, click Delete when the confirmation screen appears.