How do I add a Location to a Client Company?

Upon the creation of a Location, it becomes associated with a Client Company.

Please follow these steps to set up a new Location.

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, choose from the available account 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. 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
If the Physical Address is not found in our address database, you may add the full address information manually.
11
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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