Zip Codes in e-manage|ONE

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Oct 24, 2024
2 min read

e-manage|ONE 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 fill in the corresponding city, state, county, and tax rate 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:

  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.

  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.

    • 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.

  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.

This feature allows you to manage international addresses or missing zip codes effortlessly, ensuring your data remains accurate and complete.