TAG LINE
TAG LINE
SMALL TITLE

Configuring Countries

Last Updated: Thu Jun 24 2021

Countries are configured in Setup / Regional Settings / Countries / Country

Overview

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

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

Expands or collapses the list of countries

Edit List of Countries Panel

This panel displays the countries that are currently enabled (added) and provides the ability to add and remove countries as well as change the order that countries are listed in.

List of Countries Fields:

  • Countries to Add: allows you to add new countries which will be listed in country fields when setting up contact/company addresses

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 (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

Edit Country Fields:

  • Name: the name of the country

  • Country Code: the two letter country code defined in ISO 3166 (autopopulated)

  • Postal Code Type: allows you to enable postal code validation for Canada or the United States or set no postal code validation at all

  • Address Format: indicates what address details are required when populating address details on a contact/company (autopopulated)

States tab

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


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


Editing Countries

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


Deleting Countries

Note: Countries that are in use (configured on companies or account contacts) cannot be deleted.

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

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


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 (emoji) 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