Postal Code list
If a postal (zip) code is set up through the postal code list, whenever you enter the postal code in a dialog box, the corresponding city and state automatically appear. You can press F2 in any postal code box in Cornerstone to select a postal code from the Postal Code List.
Before you start
- Set security: Postal Code
Important!
- Duplicate postal codes are not permitted. If different cities share a zip code, use zip +4 format.
- Postal code ‘ID’s cannot be modified once created.
Add a new postal code
Navigate to Lists > Postal Codes.
- Click New.
- Enter the Postal Cod. There is a 15 character/space limit.
- Enter the City. There is a 30 character/space limit.
- Choose the State from the drop down.
- Click OK.
Repeat as needed for additional postal codes.
Update a postal code
Navigate to Lists > Postal Codes.
- Select a postal code from the list and click Update.
- Make any changes needed to City or State.
- Click OK.
Delate a postal code
Navigate to Lists > Postal Codes.
- Select a postal code from the list and click Delete.
- Click Yes or No to confirm.
Additional information
Postal codes
- The postal code list displays in alphabetical order by City, then State.
- Deleting a postal code from the postal code list does not remove the information from any client with the deleted postal code. The city, state and postal code on each client record is retained.
Related reports
These Cornerstone reports provide information from the actions outlined in this article. Each report has its own security access under the Reports tab of the Security Setup window.
- Performance Tracker Sales by Postal Code
