One row of the organization's postal (PIN) code master: the code and the city, state, region and country it belongs to. When a lead (Postal Code) or the billing address of an opportunity or quote (Billing Postal Code) is saved with a code that matches a row's Code, the typed code is rewritten to the row's spelling and its non-blank City, State, Region and Country replace the document's values; an unmatched code changes nothing. Branch Postal Code rows map each code to the branch and company that serve it, which routes new leads. Not in any shipped app menu; administrators add it through the app designer or load it with the import wizard.
Fields
| Field | Label | Type | Required | What it does |
|---|
City | City | PickList | | The city the code belongs to. Copied to City on leads and Billing City on opportunities and quotes whenever it is not blank. The shipped create form offers a fixed sample list; extend the picklist and the form to use your own cities. Values: Pune, Mumbai, Chandigarh. |
CityPlaceId | CityPlace | Guid | | A link to a city in the optional places master. It is on no shipped form and nothing copies it to documents; the City text field is what is used. |
Code | Code | Text | | The postal code itself and the only field xMatix matches on, ignoring surrounding spaces and letter case. Keep one row per code: built-in lead routing expects a single row for each code. A row with no Code is never matched. |
Country | Country | Text | | The country, as free text. Copied to Country on leads and Billing Country on opportunities and quotes whenever it is not blank. Values: India. |
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 | | A generated record number from the PC numbering series, filled on save. It is not the postal code; filter, import and match on Code instead. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
Region | Region | Text | | A free-text region grouping. Copied to Billing Region on opportunities and quotes; leads have no region field. |
State | State | PickList | | The state the code belongs to. Copied to State on leads and Billing State on opportunities and quotes whenever it is not blank. Values: Maharashtra, Punjab. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
New | New | New | New |
