Page Comparison

Overview

Countries and states can be configured on this screen. Once setup, they will be available when configuring addresses on account contacts and companies.

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This tab allows you to add, remove and change the sort order of states configured on the country.

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Adding Countries

1. Under the Edit List of Countries heading click in the Countries to Add field

2. In the list that appears select all of the countries you wish to enable and then click + Add

3. Drag and drop the countries or click the up and down arrows to sort the list in the order desired. The order set here will be used when a country list field appears in the UI (e.g. when configuring an account contact's address)

4. Click Save

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Editing Countries

Under the List of Countries heading click the country you wish to edit and follow the help content for that section

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Deleting Countries

1. Under the Edit List of Countries heading click the  icon and then the  icon to mark the country for deletion

2. Click the Save button to commit the changes and delete the country

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Adding States to Countries

1. Under the Country List heading on the left select the country you wish to add a state or province to

2. Under the Edit Country heading on the right click in the States to Add field to add predefined states configured in the system

3. If the system is not configured with the state you need to add, click the  button to the right of the States tab to add a new state. On the Add State modal that loads enter the state's Name and Abbreviation then click Add

4. When you have finished adding states you can drag and drop them or click the up and down arrows to sort the list of states into the order desired. The order set here will be used when a state list field appears in the UI (e.g. when entering a company's address)

5. Click Save