Countries | CustomBooks™

Countries in CustomBooks™

Overview


The Countries list in CustomBooks™ comes pre-loaded with commonly used countries and allows you to manage the countries available in your account. You can view the existing list, add new countries, edit country names, or delete countries as needed.

Viewing Countries


To view the list of countries:

  1. Navigate to Lists → Countries.
  2. The Countries list displays the countries currently available in your account.

Creating a New Country


If the country you need is not included in the list, you can add it manually.

To create a new country:

  1. Navigate to Lists → Countries.
  2. Click Create → New.
  3. Enter the Country Name.
  4. Enter Code.
  5. Save the new country.

Editing a Country


You can edit an existing country if you need to update its name.

To edit a country:

  1. Navigate to Lists → Countries.
  2. Select the country you want to modify.
  3. Click More Actions → Edit → Edit.
  4. Update the country name as needed.
  5. Save your changes.
Alternatively, you can right-click the country, select Edit, and then click Edit.


Deleting a Country


You can delete a country that is no longer needed.

To delete a country:

  1. Navigate to Lists → Countries.
  2. Select the country you want to delete.
  3. Click More Actions → Edit → Delete.

Alternatively, you can right-click the country, select Edit, and then click Delete.


Note: Before deleting a country, make sure it is not needed for existing records or transactions in your account.