Preferences – Zip Codes

By |2021-07-09T17:43:23-05:00March 23rd, 2018|Comments Off on Preferences – Zip Codes

Introduction

The Zip Codes preference window is where to configure postal code and area code settings.

Form Access

  • From the main menu, click Edit | Preferences, or

  • From the toolbar, click the Preferences button.

Field & Button Definitions

  • Default Area Code – Enter a default area code here.  The default area code will automatically be proposed in certain forms (like a new Customer:Job form).  In locations where the customer base includes many area codes it might be most helpful to leave the setting blank.
  • Enable Zip Code Database – When ticked, it enables the build-in zip code database feature.  After entering a zip code in the “Bill to Address” or the “Work Address” of a new customer form (and tabbing away from the zip code field), the zip code database will automatically look up the city and state for that zip code and put that information in the customer’s record.

Zip Code and Postal Code Updates

We do not provide regular updates to zip codes or postal codes. You can import your own. Please see the instructions here.

Related Topics

Zip Code Look Up

Preferences – Overview

Customer:Job Form – Address Info Tab

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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