Configuring Countries

Overview

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

Prerequisites

Countries and states can be setup immediately, there are no prerequisite configuration steps.

Countries List Panel

The Countries List panel on the left of this screen allows you to view and select existing countries that have been setup. After selecting a country you will be able to edit country settings and the states that are configured under the country. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.

Actions

Icon	Description

Icon	Description
Open	Deletes the selected country if not in use (configured on another entity)
Open	Adds a new country

Edit Country Panel

The information in this panel reflects the currently selected country. From here you can change country details and the States configured under them (note: fields with a magenta left border are required).

Edit Country Fields:

• Country: the name of the country

• Country Code: the two letter country code defined in ISO 3166 (auto-populated)

• Address Format: indicates what address details are required when populating address details on a contact (auto-populated)

States tab

This tab allows you to add, remove and change the sort order of states configured on the country. For instructions see the Guides sections below.

Guides

Adding Countries and States/Provinces

1. Under the Country List heading click in the  icon

2. On the left in the Add Country section populate the Country name and Address Format

3. Under the States tab click the icon to the right to add a State/Province under the country

4. On the Add State modal that appears enter the Name of the name of the State/Province and the Abbreviation used to reference the state then click the Add button

5. To add additional States/Provinces simply click icon to the right and repeat the step above

6. If the States/Provinces are not in the proper order you can drag and drop them or click the and arrows to sort the list in the order desired. The order set here will be used when a State/Province list field appears in the UI (e.g. when configuring an account contact's address)

7. Click Save to add the new country

Editing Countries and States/Provinces

Under the Country List heading click the country you wish to edit and modify the settings as needed. Existing State/Province settings can be adjusted by clicking the icon to the right of the State/Province in on States tab.

Deleting Countries

1. Under the Country List heading click the country you wish to delete and click the icon

2. On the confirmation prompt that appears click Yes

Deleting States/Provinces

1. Under the Country List heading on the left select the country that contains the State/Province

2. Under the States tab click the  icon and then the  icon to mark the State/Province for deletion

3. Click the Save button to commit the changes and delete the State/Province