Maps one postal code to the branch, and the company (partner account), that serves it. When a lead is saved with a postal code that matches a Postal Code row, xMatix copies Branch and Partner Account from the oldest mapping for that code onto the lead, on every save, unless an assignment definition sets those fields on leads. Assignment rules can also look these rows up. No screen searches for a nearby branch by postal code or city. Hidden when the organization works from a single location; not in any shipped app menu.
Fields
| Field | Label | Type | Required | What it does |
|---|
BranchId | Branch | Lookup → Branch | | The branch that serves the postal code. Only branches of the chosen partner account are offered. Built-in routing copies it to the lead without checking whether the branch is active. |
CoverageType | Coverage Type | PickList | | An optional classification of the mapping. The shipped values (All, Marketing, Sale) are inactive, so the choice list is empty until an administrator activates or adds values. Built-in lead routing ignores it; only assignment rules that filter on it use it. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Id | Id | Guid | Yes | |
LastModifiedById | LastModifiedBy | Guid | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | A generated record number from the BP numbering series, filled on save. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | The company that serves the postal code. Built-in lead routing copies it to the lead even when it is empty, which clears the lead's partner account and makes the lead fail validation, so always fill it. |
PostalCodeId | Postal Code | Lookup → PostalCode | | The postal code record this mapping covers. When importing, resolve it with a PostalCode.Code column, because the postal code record's name is a generated number, not the code. |
RecordTypeId | Record Type | Guid, hidden | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Clone |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit in page. |
EditInList | Edit | Edit | Edit in List Header |
EditListHeader | Edit | EditInline | EditListHeader |
New | New | New | New |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| Branch For Partner Account | BranchId | |
