Add Countries

When you add new countries to the program, you can select a default address format and phone format for each country. You can also customize the field labels that appear for address information for a country. Each time you add a new address, the country you select determines how the address components appear, how phone numbers are formatted, and what text appears in the address field labels. For information about how to manage default address formats, see Add Address Formats for Countries on page 4.

How to add a country entry:

  1. From Administration, click Countries and states under Configuration. The Countries and States page appears.
  2. On the Countries tab, click Add. The Add a country screen appears.
  3. In the Description field, enter the name of the country. When users enter address information in the program, this name appears in the list of available entries for the Country field.
  4. In the Abbreviation field, enter the abbreviation for the country, such as UK for the United Kingdom or USA for the United States of America.
  5. In the ISO 3166 two-letter code field, enter the international, standardized two-letter code for the country as set by the International Organization for Standardization (ISO), such as GB for the United Kingdom or US for the United States of America.
  • Note: This field is primarily used with the Blackbaud Payment Service. To successfully process credit card information, the Blackbaud Payment Service requires the international, standardized two-letter code for the country to be those set by ISO. For more information, see http://www.iso.org/iso/country_codes.html.
  1. To set up the country entry but not allow users to select it, select Inactive.
  2. In the Address format field, select the default address format to use with the country. For information about how to add an address format for a country, see Add Address Formats for Countries on page 4.
  3. In the Phone format field, select the default phone number format to use with the country. The program uses this selection to automatically format phone numbers that users enter in the program. The phone format does not include country codes. For example, if you select “###-####”, when users enter a phone number as “5550199,” the program automatically formats this number as “555-0199.” To display the phone number exactly as users enter it, select "Unformatted."
  4. In the Phone country code field, enter the international country calling code required with phone numbers for the country when called from the default country of your organization. When users enter phone numbers for the country, the program automatically adds the country code as a prefix to the selected phone format.
  5. Under Address input field labels, enter the captions to appear in the program for address fields for the country. For example, in the State label field, enter Province for Canada or Region for the United Kingdom.
  • Note: To validate addresses for the country, you must install the Address Validation Service and configure the web server. For information, see the Installation and Update Guide.
  1. Click Save. You return to the Countries and States page. Unless you select Inactive, the new country appears for users the next time they log in.

Manage State Information

On the States page, you can view the states, provinces, or territories configured for the country and the abbreviation for each. When users enter address information for the country in the program, these states appear as options for the user.

Add States

When users enter address information in the program, they select the state, province, or territory of the address based on the selected country. You can add states to appear as options for a country. When you add a state, you can include an abbreviation for the state.

How to add a state:

  1. From Administration, click Countries and states under Configuration. The Countries and States page appears.
  2. On the Countries tab, select the country for the state and click Go to state list. The States page for the country appears.
  3. Click Add. The Add a state screen appears.
  4. In the Description field, enter the name of the state.
  5. Enter an abbreviation for the state.
  6. To set up the state but not make it available as an option for users, select Inactive.
  7. Click Save. You return to the States page for the country. Unless you select Inactive, the new state is available to users the next time they log in.