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Postal Codes

When entering the zip code for a new client, the software will automatically fill in the city and state based on the zip code you enter. If it doesn't, just enter the city and state and they will be pulled in the next time you enter that zip code. 

This feature is controlled by your list of postal codes. If you need to modify a postal code (city/state relationship and/or spelling), add a postal code, delete a postal code, or search for a postal code you can do that here in the Postal Code Maintenance.

  1. Go to Maintenance > General > Postal Codes.

  2. Select a state from the drop-down list.

  3. Click New to add a new one, Delete to delete an existing listing, or Inactive to hide a listing not being used.


See also

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