e-manage|ONE provides includes a comprehensive zip code database for the United States and Canada. When you enter a zip code and press TAB, the system will automatically fills fill in the corresponding city, state, county, and tax rate information . If there are multiple cities for a zip code, you can select the correct one from a drop-down menu. To add a new city, enter the zip code and city name, then press TAB to trigger the "Add Zip Code" window and save the information. This feature simplifies data entry and ensures accuracy in managing zip code information.
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NOTE: 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,
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ensure "Canada" is selected in the
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Country field.
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The County field becomes not required when Canada is selected as the Country but again, you can use N/A
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in any fields
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Adding an International Zip Code
Enter the zip code in the Zip/City/State field and hit the TAB key to open the box shown below:
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2. Fill enter N/A in the County, State, and Area Code fields:
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3. This warning message will appear, select “OK”, and save the company’s information:
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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.