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.
- 4
-
Give the new Location a
Name.
- 5
-
Select the
Client Company. Begin typing to auto-search through a list of existing Client Companies
- 6
-
If you would like to assign
Client Account, choose from the available account options.
- 7
-
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.
- 10
-
If the Physical Address is not found in our address database, you may add the full address information manually.
- 11
- Click on Save.
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/5a8660f52c7d3a4a41992f37/images/65ca3fbb1515e26e4a2f4af3/file-7whY3GiIMG.png)
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.