Address Fields

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Posted on by Community Member

Hi there!

Is there anyway to add a dropdown list of Countries for the address fields? Also, it would be great if when you select USA or Canada, their respective states/provinces list in the State/Province field. Anyway to accomplish this?

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Magor Kovacs 1,835 on at

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Hello Trevor,

You'd be looking for Picklists to accomplish adding the countries as a dropdown to entities. Also check this for fürther info: blogs.msdn.com/.../how-to-easily-create-dependent-picklist-in-crm-2011.aspx

Regarding Canada and US as selections, are the provinces supposed to be selectable in another drop-down and/or field?

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Community Member on at

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Thanks Magor. Ultimately how it would work was that when I selected USA or Canada in the Countries picklist, this would activate a populated picklist for the State field so that it can be selected. Selecting other countries other than USA and Canada would just allow for free form text.

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Magor Kovacs 1,835 on at

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In CRM 2013 we have multi option picklists but that would be unwieldy for listing US and Canada with each separate province.

Please see this article, curtesy of Power Objects: www.powerobjects.com/.../adding-dropdown-lookup-in-crm-2011

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Wayne Walton 13,730 on at

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So you would need two fields, the free-form and the dropdown. However, you could use Business Rules to tell CRM to hide the dropdown when a country that wasn't US or Canada and show the free-form. That was users get a consistent interface.

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Community Member on at

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Don't use picklists (option sets) for this. Use two custom entities for Country and State/Province and then you can easily use built-in filtering of one lookup based on the other rather than huge unwieldy javascripts.

Your custom State/Province entity should have three fields: Name, Country (lookup field to Country entity so you can filter against this on Account or Contact for example) and I would recommend a Short Code too (this should be added as a Quick Find view find column to make it easier for users to type the short code and hit tab, rather than selecting via the longwinded lookup dialog box).

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Community Member on at

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Thanks Adam! Let me try this.

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