How to Find Prospects and Customers by Zip Code or Region

You can search for prospects and customers by additional fields not included for other record types including User Defined Regions.

First set up your definition of a region in Utilities>Client Management Set Up>Zip Code Regions.

Define the region name, and then add the zip codes for your region separated by a comma.  Region filtering will only look at first 5 digits of the prospect/customer zip code.

Then go to Prospect and Customers on the browse screen there is now a drop down for region.