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Configuring Countries

Table of Contents

Last verified with: 10.8.6.0

Countries are configured in Setup / Regional Settings / Countries / Country

Overview #

The Country screen is used to maintain the countries and states or provinces that are available for address entry in LogiSense Billing. Once configured, these values can be used when addresses are entered on contacts and other address-based areas of the application.

This screen helps ensure address data is presented in a consistent way and that the correct state or province values are available when users work with address records.

Prerequisites #

Countries and states can be configured immediately. There are no prerequisite configuration steps.

Countries List Panel #

The Countries List panel on the left lists the configured countries. Select a country to view or edit its details in the panel on the right.

Actions #

IconDescription
Deletes the selected country if not in use (configured on another entity)
Adds a new country

Edit Country Panel #

The Edit Country panel displays the details for the selected country.

Fields #

  • Country: Identifies the country.
  • Country Code: Displays the country code associated with the selected country.
  • Address Format: Defines the address format used when addresses are entered for that country.

States Tab #

The States tab is used to manage the states or provinces that belong to the selected country.

From this tab, administrators can add new states, edit existing states, remove states, and control the order in which the states appear to users in the application.

States List #

The states list supports:

  • adding a new state or province
  • editing an existing state or province
  • deleting a state or province
  • reordering the list using drag-and-drop or the move controls

The order maintained here affects how the state or province list is presented in the user interface.

Guides #

Adding Countries And States/Provinces #

  1. In the Countries List panel, click Add.
  2. Select the Country.
  3. Review the Country Code.
  4. Select the Address Format.
  5. Open the States tab.
  6. Click Add on the States tab to add a state or province.
  7. Repeat as needed for additional states or provinces.
  8. Reorder the states if needed.
  9. Click Save.

Editing Countries And States/Provinces #

  1. In the Countries List panel, select the country you want to update.
  2. Update the country details as needed.
  3. Open the States tab to add, edit, remove, or reorder states.
  4. Click Save.

Deleting Countries #

  1. In the Countries List panel, select the country you want to delete.
  2. Click Delete.
  3. In the confirmation dialog, click Yes.

Deleting States/Provinces #

  1. In the Countries List panel, select the country that contains the state or province.
  2. Open the States tab.
  3. Delete the state or province from the list.
  4. Click Save to commit the change.

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