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 edit 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
Step 3. Search for the required locality to edit
Step 4. Select the required locality
The locality details page is displayed
Step 5. Click the Edit button
The Edit page is displayed
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. Edit the record as required
Step 7. Click save
The locality record is saved
Any records currently linked to the updated locality will reflect the new information. If you need to existing records to remain as they are, you will need to add a new Locality record rather than update the existing one.
The locality is now available to select in address fields.
Further Information