Usage: The States field is used as part of each customer's address. This list is pre-populated by default but users may add, modify, and delete the entries as needed.
Navigation: File > Global Settings > CRM Lists > Customers > States
States Maintenance form
1.Click and the New State form will open. 2.Enter the new State name and its Description. 3.Click and the new record will be added. |
1.Select the State record you wish to update by clicking on it. 2.Click and the Modify State form will open. 3.Enter the new State name or change the Description. 4.Click and the changes will be saved. |
1.Select the State you wish to delete by clicking on it. 2.Click 3.Select YES when prompted for confirmation. Please Note: The record will be deleted from the database, but you may add it back at any time. |
See also: