How do I find a Location?

To find a Location, please use these steps as a guide.

Method 1:  Global Search

You can quickly find a Location by leveraging the Global Search bar at the top of any page. 

The Global Search returns entities that match your search term. To isolate only Location results, precede your search term with "location:" with or without a space after the colon.

Try narrowing Location search results by Location Name, Location ID, Location Address, or by Client Company Name.

Method 2:  Locations Index Page

1

Click on the Records.

2

Click on Locations.

3

In the Search and Filter area, begin typing a Location name, Client Company or Address associated with your target Location.

4

Click on View or Edit Location.

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.