Configuring Cities and Postal Code
Adding City and Postal Codes
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From the Administration menu, select Client Relations, select Geographic Management, and then select City and Postal Codes.
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Click New to open the Manage City and Postal Codes screen.
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Select the Country associated with the country/state/territory/city/postal code combination. For more information, see Configuring Countries.
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Select the State. This field appears if states or provinces are configured for the country selected in the Country field. For more information, see Configuring State Codes.
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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 is default in the Territory field on account and contact screens when the country and postal codes are selected on those screens.
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Select a District to be associated with this country/state/territory/city/postal code combination. For more information, see Configuring District Codes.
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Select the Fiscal Region.
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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. -
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.
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Click Save.
Editing City and Postal Codes
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From the Administration menu, select Client Relations, select Geographic Management, and then select City and Postal Codes.
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From the search, enter search criteria and click Search.
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From your search results, locate the city and click the vertical ellipsis and select Edit .
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Update the available fields
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If editing the code, make your changes to the Description field and/or Sequence number.
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Click Save.
Deleting City and Postal Codes
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From the Administration menu, select Client Relations, select Geographic Management, and then select City and Postal Codes.
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From the search, enter search criteria and click Search.
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From your search results, locate the city and click the vertical ellipsis and Select Delete .