How do I create a new Location?

To see the Location creation process in action, please click the Take A Tour button below.

To create a new Location, please follow these written steps as a guide:

1
Click on Records
2
Click on Locations. A paginated table of all existing Locations will be displayed
3
Click on New. Click on New.
4
Give the new Location a Name. Give the new Location a Name.
5
Select the Client Company. Begin typing to auto-search through a list of existing Client Companies Search for and select the Client Company.
6
If you would like to assign Client Account, begin typing to auto-search through a list of existing Client Accounts and choose from the available options. If you would like to assign Client Account, choose from the available account options.
7
Select a Property Type. Select a Property Type.
8
An optional External Reference Id can be entered.
9
Begin typing the Location's Physical Address and choose from the available options. Enter the Location's physical address and choose from the available options.
10
Click on Save.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.

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