States

This Help File Page was last Modified on 05/08/2012

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States

This Help File Page was last Modified on 05/08/2012

The States Form is pre-populated with all of the United States States and Territories.

Additional States and/or Territories that were not included in the initial set, may be defined as needed.

 

Viewing the States Form:

a)From the Backstage Menu System Select Maintenance and Choose General and Click the General Maintenance option which displays the Maintenance Menu or,

b)From the Quick Access Menu, Select Maintenance and Choose General Maintenance to display the Maintenance Menu.

 

Once the Maintenance Menu is displayed, Select Miscellaneous and Choose States.

 

HelpFilesStatesMaintenanceForm

States maintenance Form

 

This States Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out.

Navigation Menu - The Navigation Menu is located at the top of the Zip Codes Form.

 

HelpFilesNavigationBar-Generic

 

This Navigation Menu provides the normal Record Movement, plus Add, Delete, Cancel, Save, Refresh, and List options.

 

Record Editing View - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Zip Codes Form.

 

HelpFilesStatesRecordEditingView

Zip Codes Form - Record Editing View

 

To define (any additional) Zip Codes which will be used to populate the City and State fields within the Subscribers, Prospects, and Vendors Forms

Click the Add HelpFilesNavigationMenuNewIcon to start the State entry in the Record Editing View.

State abbreviation - Enter the 2 character code.

State - Enter the State or Territory for this State code.

Click the Save HelpFilesNavigationMenuSaveIcon to record this entry.

 

Any number of additional States may be defined.

 

HelpFilesNavigationMenuGrid-PrintIconList Icon - The Navigation Menu also has a List option which provides a tabular view of these States records.

The Surcharge Exempt column relates to Credit Card processing Surcharges - that might be assessed to a Subscriber - is for information purposes only and cannot currently be changed

 

HelpFilesStatesMaintenanceForm-ListView

States Form - List View

 

The columns of listed Grid Data may be rearranged, filtered, sorted, and exported as a PDF file and/or an Excel formatted file.

 

HelpFilesGridFind&ClearOptions

 

Find - Enter text to search for a specific record, then Click the Find option.

Clear - To remove the text to search for entry, Click the Clear option

 

HelpFilesListViewRibbonMenu-SpecialIcons

Navigation Menu shown with the Icons for List, Export and Print

HelpFilesListViewRibbonMenu-ListIconList Icon - Click the List Icon again to Close the List View and return to the Record Editing View.

 

HelpFilesListViewRibbonMenu-ExportIconExport Icon - Click the Export Icon to create (one of there types of) a spreadsheet compatible file containing the Grid Data as it is currently organized and filtered.

 

HelpFilesListViewRibbonMenu-PrintIconPrint - Click the Print Icon to display the Print Preview Form from which a custom report may be designed and "printed" as an Adobe® PDF File.

 

See the Grids - Print Preview - Export Data chapter for complete information on using the List View, including its Export & Print options.