If you tab through the Company Location Window normally, you will notice that you go from Address 2 directly to the Zip Code Text Box. This is not an error. e-manage comes with |ONE includes a comprehensive zip code look up database for the United States and Canada, so when you put . When you enter a zip code in and use the tab key to exit the text box - the press TAB, the system will automatically fill in the corresponding city, state, county, and tax rate automatically appear.
If there are multiple cities for the zip code you typed in, you will get a Multi-City choice box in which to choose the city you want to associate with the company location.
If the city that comes up is not correct, you can add to the zip code database by putting the correct city in (after entering the zip code) and tabbing out of the City Text Box. An Add Zip Code window will pop-up and allow you to fill out the information that e-manage needs to save a new Zip Code. All text boxes in this window are required with the exception of Area Code and Sales Territory.
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information to streamline data entry.
Handling Multiple Cities for a Single Zip Code
Some zip codes may correspond to multiple cities. In these cases, e-manage|ONE will present a list of city options after you enter the zip code. Simply select the correct city from the provided list to proceed.
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Adding International or Unrecognized Zip Codes
If e-manage|ONE does not recognize the zip code you're entering (e.g., international locations), you can manually create a new zip code entry. Follow these steps:
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.
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.
Special Instructions for Canadian Zip Codes
When entering a Canadian zip code, ensure "Canada" is selected in the Country field.
The County field becomes not required when Canada is selected as the Country but again, you can use N/A in any fields where you do not have information to populate.
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.
This feature allows you to manage international addresses or missing zip codes effortlessly, ensuring your data remains accurate and complete.