Combine multiple geographic values
Select multiple countries, states, cities or ZIP codes as alternative allowed values. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Lead Filters → Lead Filters
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What you’ll accomplish
Select multiple countries, states, cities or ZIP codes as alternative allowed values. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to the required geography multi-select.
- Select all acceptable values.
- Optionally include Unknown.
- Apply the report.
- Check the geographic columns in results.
Fields and options to review
Multi-selectValues inside the same field are treated as alternatives.
Rules the system enforces
- Different geography fields combine to narrow results; verify that selected states/cities are logically compatible.
How to confirm it worked
- The geographic report completes without a validation or permission error.
- The refreshed report, menu or saved-template page shows the expected state.
- A second authorised user sees only the records and navigation allowed by their core CRM permissions.
Security, privacy and operational checks
- Test changes with a non-production record or a controlled administrator account before wider rollout.
- Do not use navigation visibility as a substitute for core CRM record permissions.
Continue with related guidance
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