Countries and States

You use the Countries screen to manage countries, the states within the countries and the address labels for reports. The system comes with a small set of countries and states pre-configured, and you can add additional countries and states as needed. 

Add a Country

  1. Click the Countries link from the Main Menu. The Countries screen opens.
  2. Click the Add button. The Add Country screen opens.
  3. Enter the following information:
    • Code - Unique alphanumeric code. *** designates that the country is the default or local country for the system. Only one country uses the *** designation.
    • Description - Name of the country.
  4. Click OK.

Change a Country

You can change the information for a country after you have created it. When you change the information country, it updates wherever the country is used. If you don't want to update the already existing country data, then you must add a new country using the steps in the Add a Country section. If the country description is used in the country's address label, you need to run the Address Label Synchronization process to update the existing address labels.

  1. Click the Countries link from the Main Menu. The Countries screen opens.
  2. Select the country to edit.
  3. Right-click and select Edit. The Edit Country screen opens.
  4. Update the necessary information.
  5. Click OK.

Delete a Country

If you no longer use a country and don't want to keep a record of it, you can delete it. When you attempt to delete a country that is used, you are prompted to confirm the delete. The delete process cannot be undone.

  1. Click the Countries link from the Main Menu. The Countries screen opens.
  2. Select the country to delete.
  3. Right-click and select Mark for Delete.
  4. Click Save. If the country is used in the system, a message appears with the number of accounts the country is assigned to. 
  5. Click Yes to delete the country or No to cancel the delete process.

Add a State

  1. Click the Countries link from the Main Menu. The Countries screen opens.
  2. Select the country for the new state.
  3. Right-click and select Edit. The Edit Country screen opens.
  4. Select the States tab.
  5. Click the Add button. The Add State screen opens.
  6. Enter the name of the state into the Name field.
  7. Enter a unique alphanumeric code into the Code field.
  8. Click OK.

Change a State

You can change the description for a state after you have created it. When you change the description of a state, it updates wherever the state is used. If you don't want to update the already existing state data, then you must add a new state using the steps in the Add a State section. If the state description is used in the address label for the country, you need to run the Address Label Synchronization process.

  1. Click the Countries link from the Main Menu. The Countries screen opens.
  2. Select the country that contains the state you need to edit.
  3. Right-click and select Edit. The Edit Country screen opens.
  4. Select the States tab.
  5. Select the state to edit.
  6. Right-click and select Edit. The Edit State screen opens.
  7. Update the Name field.
  8. Click OK.

Delete a State

If you no longer use a state and don't want to keep a record of it, you can delete it. When you attempt to delete a state that is used, you are prompted to confirm the delete. The delete process cannot be undone.

  1. Click the Countries link from the Main Menu. The Countries screen opens.
  2. Select the country that contains the state you need to delete.
  3. Right-click and select Edit. The Edit Country screen opens.
  4. Select the States tab.
  5. Select the state to delete. 
  6. Right-click and select Edit. The Edit State screen opens.
  7. Click the Delete button at the top of the screen. A confirmation message displays.
  8. Click Yes to delete the state or No to end the deletion process.

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Comments

11 comments

Date Votes
  • Chanh Huynh

    How does one add a new country in V20? I don't have the add button. In tools there is only the ability export.

    In V19 you have an add icon.

    1 upvotes

  • Xander Granados

    Hi Chanh Huynh, currently the only option is from v20 to bridge to v19 and add it.

     

    This probably won't be the case anymore from October 15 with .96

    1 upvotes

  • Maggie U.

    Hi Chanh Huynh,

    To clarify Xander's comments clicking the Add button on the v20 Countries screen in v20.94 or v20.95 opens the Add screen in v19. You should not have to use the v19 Countries screen.

    I checked in v20.96 and the Add Country screen has been converted to v20. v20.96 is expected to be released later this year.

    Thanks!

    Maggie

    0 upvotes

  • Chanh Huynh

    Hi Maggie

    We are on 20.94H and I don't have an add button in V20. The only option is Tools which gives you the export features.

    So we have to go to V19 Countries. We are soon to go to V20.95 so I will have a look to see if it is there.

    Thanks

    Chanh

    1 upvotes

  • Maggie U.

    Hi Chanh,

    Not sure if it does make a difference but I was testing on v20.94 Service Release K. Check when you go to v20.95 to see if the Add button is there - it will still take you to v19 but I'd think the Add button should be there.

    Thanks,
    Maggie

    1 upvotes

  • Sean Tame
    • Edited

    Is it a "..(v19)" option?  Perhaps there is a Deny on it?

    Check via Role Access window.

    1 upvotes

  • Xander Granados

    It could be their current version where the add button disappeared

    0 upvotes

  • Swathi Kondapalli

    How can we edit the ISO Code of the country? As i don't see the ISO Code as editable option but the Description is!

     

     

    0 upvotes

  • Maggie U.

    Hi Swathi,

    The Code in your screen print is the Country code and not related to the ISO Codes. Once the country code is entered and saved, it cannot be changed. You can either delete the country and readd it with your desired country code or you can reach out to your regional Client Care Team to request a SQL statement be written to update the record(s) in the database.

    Thanks!

    Maggie

    0 upvotes

  • Fionn Murray

    Rather than adding countries and country codes manually (and adding states and state codes), is it possible to import a CSV file, in which the first column containts the description and the second column the code?

    0 upvotes

  • Sam Wilson

    Hi Fionn,

    Importing values into the Countries master table is not supported. If you would like to submit an enhancement request to add this as a feature to the software, you can follow the steps below.

    To submit an enhancement request:

    1. Access the Support Center. (https://supportcenter.ungerboeck.com )

    2. Go to The Community by clicking on the Collaborate! button.

    3. Click on the Product Ideas tab.

    4. Click the Enter the Forum button for the System Administration Product Ideas forum.

    5. Click the Create a Post in this Topic button.

    6. Complete the form and click the Submit button.

    Regards,

    Sam

    0 upvotes

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