Configuration: Province/State Codes
Use Province/State Codes screen to search, edit and add province/state codes.
To open the Province/State Codes screen, from anywhere in IntelliDealer, navigate to Configuration > CRM > Profile > Province/State Codes.
Configured province/state codes are used within Customer Profile system and appear on the Country/Prov/State Code Selection screen.
Warning: When using Integrated Rental, Country and Province/State fields in IntelliDealer Customer Profiles MUST use the abbreviations listed in Integrated Rental: Country and State Codes; otherwise an error will occur in the Integrated Rental system.
Topics in this section are:
Adding a Province/State Code
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From anywhere in IntelliDealer , navigate to Configuration > CRM > Profile > Province State Codes.
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Click the Need to create a new province/state code? Click here to add link.
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Fill in the fields referring to the table below.
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Click Save button to save the new province/state code and return to the Province/State Codes screen.
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Click the Save & New button to save the new province/state code and enter another.The Province/State Codes screen refreshes allowing you to add another province/state code without closing the screen.
Editing a State Code
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From anywhere in IntelliDealer , navigate to Configuration > CRM > Profile > Province State Codes.
The Province/State Codes screen appears.
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Click on a Country code.
The Province/State Codes screen appears.
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Edit any of the available fields referring to the table below.
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Click the Save button to save changes made to the province/state code.
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Click the Save & Next button to save any changes made to the province/state code and continue to the next province/state code on the list.
Screen Description
The sorting options on the Province/State Codes screen are:
Sort by | |
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Field | Description |
Country | Sort the search results by country. |
Description | Sort the search results by description. |
The search fields on the Province/State Codes screen are:
Field | Description |
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Select Country | Search for province/state codes by country. |
Select Province/State | Search for province/state codes by province or state. |
Select Description | Search for province/state codes by description. |
Include Inactive | If selected, includes inactive province/state codes within the search results. |
The fields on the Province/State Codes screen are:
Field | Description |
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Country | The code that represents the country throughout the customer profile system. |
Province/State |
The province or state code. A blank province/ state may be used for any country other than Canada and the United States. |
Description | A brief description of the province or state code. |
To edit a province/state code click on a Country link.
To add a new province/state code, click the Need to create a new province/state code? Click here to add link.
To complete your work on the Province/State Codes screen click Close.