Country State Group
Demo video: Country State Group
Key Features
- This module categorizes partners and country states into different state groups (also known as Country Regions).
- Add a new State Groups menu in the Contacts module to manage State Groups of each country.
- Add a new column of information about State Groups in the list of States.
- Add the link information between States and State Groups in the Contact view.
- This module adds default data about state groups in Vietnam.
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_base_state_group.
- Press Install.
Instruction
Instruction video: Country State Group
Concepts
- State Groups: Also known as National Region, is the division of a country into state groups according to different criteria of each country such as geographical location, language characteristics,...
Usages
1. Set up State Groups for each country
Navigate to Contacts ‣ Configuration ‣ State Groups, press Create:
Fill in the information on the view including:
- State Group Name;
- State Group Code (if have);
- Parent: Parent State Group;
- Country: Country of State Group in progress;
- States: States in the State Group in progress.
Once set up, you can access Contacts ‣ Configuration ‣ Fed. States to see the list of States by State Groups:
2. Create and manage a list of customers/vendors (partners) by State Groups
- Navigate to Contacts, press Create to create a new contact. When adding the contact's States information, the system will automatically retrieve the link to the State Groups based on the setting in step 1.
- Use the filter/group by to search and manage the list of partners by State Groups:
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