Regions

This option allows the Administrator to customize the geographic regions or States that are available for each Country. This information is applied to Customers and Org Units when their contact details are being defined. When the Customer or Org Unit "Country" field is completed within the information screen, the States that are displayed are drawn from the Geographic Regions defined here.

 

To define a State for a Country:

  1. Go to Setup > Localization > Regions tab

  2. Search and select a Country hyperlink from the list provided

    regions_tab.png

  3. Click inline_add.gif  to add another State or region

    add_region.png

  4. Enter the Name, representative Initials and select the relevant Time Zone

  5. Click Save

  6. Repeat Steps 3 to 5 to add more regions

  7. Select Save.
     

Editing States

A default or customized template can be easily edited:

  1. Go to Setup > Localization > Regions tab

  2. Search and select a Country hyperlink from the list provided

  3. Select the relevant State Name hyperlink.

    regions_delete.png

  4. Edit the Name, Initials or Time Zone details

  5. Select Save.

 

Deleting a State

A default or customized template can be easily deleted:

  1. Go to Setup > Localization > Regions tab

  2. Search and select a Country hyperlink from the list provided

  3. Select the relevant State Name hyperlink

  4. Select the Delete button

  5. Select Save.

 

Region Search

To find a Country or State within a Country, the Search facility can be used. To conduct a search:

  1. Go to Setup > Localization > Regions tab

  2. Select Search

    region_search.png

  3. Enter the known details
    Search options include Country Name, Continent or can also be refined by the State within a Country.

  4. Click Search.