Add or Change a ZIP Code from Any ZIP Code Field

ZIP Codes are set up on your system during Personalization. However, you may occasionally need to add or change a ZIP Code. This topic explains how to add new ZIP Codes or change information for existing ZIP Codes from any ZIP Code field (such as the ZIP Code field on the Client Details page).

  • You can also Zip Codes Maintenance via the Maintenance menu in the "Other" area of the system. (From the Sagitta Home Page page, select Other > Maintenance > Policy > Zip Codes Maintenance.)

  • Your System Coordinator determines whether or not you have access to Zip Code Maintenance. See Lookup Add Maintenance page for more information.

  1. Make sure the page is in Edit mode.

  2. At the Zip Code field, click the Lookup button (magnifying glass icon). The Zips Lookup dialog box appears.

  3. Click the Add button that appears near the bottom of the Zips Lookup dialog box.

    The system suspends the Sagitta session in which you are working and opens a new Sagitta session. The new Sagitta session displays the Zip Codes Maintenance page.

    If the Add button on the Zips Lookup dialog box is not available, you are not set up to have access to this function.

  4. In the Zip Code field, type the 5-digit ZIP Code, then press TAB.

    The system checks whether or not information for this ZIP Code already exists. If information exists, the system pre-fills fields on the Zip Codes Maintenance page.

  5. Leave the Zip Print field as is.

    If you use four-digit ZIP Code extensions, you can enter them on the client/policy level pages.

  6. Add or change information in the remaining fields as needed.

    You can associate a ZIP Code with just one city. County is optional.

  7. When done, click Save or press ALT+S.

  8. Click OK to close the Sagitta session that displays the Zip Codes Maintenance page.

    If you see the message Are you sure you want to navigate away from this page, click OK.

    You return to the Sagitta session in which you were previously working.

    For your changes to affect the original data field, you must re-enter the ZIP Code in the field and then press TAB.