Add a Locality

Localities are configured in your database to make entering addresses easier.

A Locality record allows you to link a suburb to the correct postcode and state.

When your database is initially configured you will have the approved Australia Post list of localities. Depending on database permissions, you may also be able to add new localities as required.

Depending on your database configuration, you may also see other information saved to your locality record, including council area, region or other notes.

Instructions

Step 1. Log into your CRM database (refer to Logging On for further information).

 

Step 2.  Click the Locality link in the top menu

The current list of localities is displayed

Locality List

Step 3. Search for the required locality to ensure it does not already exist

Search Results

 

Step 4. If the locality does not exist, click the Create Locality shortcut

Create Locality Shortcut

The locality page is displayed

Add Locality

 

Step 5. Enter the required details

Locality Details

Tip: Your database may be configured with different 
optional and mandatory fields.
Generally you will only need the Suburb, State and Post Code 
to save a record.

 

 

Step 6. Click save

The locality record is saved

 

Saved Locality

 

The locality is now available to select in address fields.

Select locality

Further Information

 

Updated on August 15, 2018

Related Articles