Adding a New Country (Aurea CRM win Main Module)

New countries can be added from the Aurea CRM win main module in the Company, Person, Person in Company, Additional Addresses and Property (BTB only) info areas.

To add a new country from the Aurea CRM win main module:

  1. Add a new record, e.g. a company.
  2. Enter a country not yet present in the Country info area in the Country field.
  3. Save the record.

    The country is added to the Country info area.

If a company or person was added, the following information is also transferred to the Country info area:

 

Company/Person

Country

Country Code

Country Code

Country Code

Label

Label

Label

Subsequent changes to the data in the Aurea CRM win main module are not automatically transferred to the Country info area.

You can prevent new countries being added from the Aurea CRM win main module by configuring the data model appropriately, see Mapping.

Note: Aurea recommends adding new countries from the Country info area. A country that has been added from the Country info area is always available from the country catalog. An entry in the Country catalog does not however mean that the country is automatically available in the Country info area. If you enter a new country in a record, but then do not save the record, the new country is added to the country catalog but not to the Country info area.