Regions
Regions allow you to filter and report on groups of Companies in a specific region of a country.
The system has predefined regions for the United Kingdom, the United States of America and Canada. However, you can define further regions by selecting this option in the List Manager.
- Select the country the region applies to.
- Enter a Quick Reference (no more than 3 characters) and a Description.
- Select Finish.
- Defining regions also allow you to select a specific region when inputting a Company, which subsequently allows you to filter for Companies in a particular region.