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  1. Enter the Zip Code

    • In the New Company window or the Quick Company, Contact & Lead form, type in the zip code and press TAB on your keyboard.

    • If the system does not recognize the zip code, it will display a prompt asking if you want to create a new zip code. Click Yes to open the Add New Zip Code window.

      image-20241022-215542.png
  2. Complete the New Zip Code Details

    • In the Add New Zip Code window, fill out the following fields:

      • Zip Code

      • City

      • County (use N/A if not applicable)

      • State (must be 2 characters)

      • Country (free-form entry allowed)

      • Area Code (use N/A if not applicable)

    Note: The Sales Territory field is optional.

  3. Special Instructions for Canadian Zip Codes

    • When entering a Canadian zip code, ensure "Canada" is selected in the Country field.

    • Use The County field becomes not required when Canada is selected as the Country but again, you can use N/A for fields like Area Code or County if they don't apply in any fields where you do not have information to populate.

  4. Save the New Zip Code

    • If a warning message appears, click OK and proceed.

    • Save the company’s information to finalize the new zip code entry.

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