An account or contact can be assigned to a specific geographic area using regions. Region Groups, Region Categories and Region Classes can be used to create a hierarchy for these regions which are helpful for reporting, marketing, and sales purposes. Groups, categories and/or classes are not required to add a region.
When a region is assigned to an account or contact, the associated region group, category and/or class are automatically assigned as well.
The highest level that can be configured is a region group, followed by a region category, region class, and then the region. For example:
Region Group: North America
Region Category: Mexico
Region Class: North
Region: Durango
In this article,
- Add a Region Group, Category or Class
- Add a Region
- Edit the Description of a Group, Category, Class or Region
- Delete a Group, Category, Class or Region
Add a Region Group, Category or Class
To create a region group, category or class:
- Navigate to the appropriate page (Region Groups, Region Categories, or Region Classes).
- Click Add. The Add window opens.
- Enter the necessary information:
- Description: Name of the group, category or class.
- Status: Select Active to make the group, category or class available for selection when adding a new region.
- Click OK.
Add a Region
After creating any necessary region groups, categories and classes, you can create the regions and assign them to the appropriate region groups, categories and classes. To add a region:
- Navigate to the Regions page and click Add. The Add Region window opens.
- Enter the necessary information:
- Description: Name of the region.
- Group: The group for the region.
- Category: The category for the region.
- Class: The class for the region.
- Sort Order: Order the region displays in the drop-down for an account or contact.
- Code: Unique alphanumeric value used by the system.
- Click OK.
Edit the Description of a Group, Category, Class or Region
The description of a group, category, class, or region can be edited after it has been created. When the description is edited, it will update in all existing accounts and contacts. To avoid updating existing accounts and contacts, a new group, category, class, or region must be added.
- Navigate to the appropriate page (Region Groups, Region Categories, Region Classes, or Regions).
- Select the option to edit.
- Right-click and select Edit.
- Make the desired change.
- Click OK.
Delete a Group, Category, Class or Region
To completely remove a group, category, class, or region from the system, it can be deleted. When you delete one that has been used, you receive a prompt to select a group, category, class, or region to replace the one you are deleting. Once deleted, it cannot be recovered.
- Navigate to the appropriate page (Region Groups, Region Categories, Region Classes, or Regions).
- Select the option to delete.
- Right-click and select Mark for Delete.
- Click Save. The Replace window opens.
- Select the new value to replace the deleted value from the drop-down.
- Click OK.
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