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Countries

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WORK IN PROGRESS - Please understand that we are actively rewriting much of our documentation and this page is currently "under construction"; if there's anything that you'd like to see added to and/or expanded upon, please let us know by sending us a smile.

Edit

Layout

The Countries window can be accessed through the Settings icon accessible from the Dashboard.

Allows you to modify or add a new country type to the system.

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Main Menu

  • File
    • New: Opens the Country Window.
    • Open: Opens the highlighted item in the Country Window
    • Print: Prints the existing visible list.
    • Print Preview: Print previews the existing visible list.
    • Close: Closes the window.
  • View
    • Archive: Checkmark on/off to show Archive.
    • Trash: Checkmark on/off to show Trash.
    • Merge: Merge one conflict into another and delete that conflict.
    • Reset: Reset the window and columns.
    • Refresh: (F5) Reloads the page.

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Columns

  • Name - The name of the Country.

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Context Menu

  • Open - Opens the highlighted item in the Conflict Window
  • New - Opens the Conflict Window.
  • Merge - Merges two conflicts...See below.
  • Archive -Places that conflict in Archived.
  • Trash - Places that conflict in trashed.

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Multi-Select/Merge

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Multi-Select, allows you to Shift/Left click or ctrl/left click to gather a few countries and right click to open the Context menu and apply to all highlighted.

Merge, will move all allocated areas assigned from the original countries to the merged one, you assign it to, and then deletes the original country selected.



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New Button

Double-clicking on any of the existing entries or clicking the New button will open the Country window.

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Country

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Enter the name that you'd like displayed when entering/modifying an address throughout the system.

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Usage

Select the formatting rule that will be used when selecting this country type as part of an address throughout the system.

Modify (if desired) the name as you desire it to be displayed when entering/modifying an address throughout the system.

Modify (if desired) the formatting rule that will be used when selecting this country type as part of an address throughout the system.

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FAQ

To Do

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Additional Information

By default, an entry is created for United States. This entry can be renamed to anything you'd like to it to be; however, it is configured to operate using the U.S. Postal Service formatting rules. The name of this country type will be visible when entering addresses throughout the system.

The following formatting rules are supported:

  • United State
    This format rule provides for street address, city, state and postal fields with requirements as defined by the United States Postal Service for addresses within the United States of America. (Default)
  • Canada
    This format rule modifies the system to support addresses using the requirements defined by Canada Post.
  • Other
    This format rule pretty much removes any formatting rules providing for "free-form" fields that can't be validate in any way as being correct. (Not recommended.)



Table of Contents [Hide/Show]


Countries
   Layout
      Main Menu
      Columns
      Context Menu
      Multi-Select/Merge
      New Button
Country
   Usage
FAQ
Additional Information