Skip to main content
(Legacy CRM) Location Settings
Teddy Hook avatar
Written by Teddy Hook
Updated over 2 weeks ago

Locations:

Unlike the other tabs, the Locations tab has quite a few other tabs that fall under it. The Locations tab will allow you to edit your location and in new ones as well. 

The first button you will notice will be the "+Expand All" button. 

By clicking left clicking the button, you will will be able to see all organizations and locations (see image below):

Next, you will notice the -"Collapse All" button.

By left clicking on the button, you will only see the organizations (as seen in the picture below):

Location Groups:

Table View:

This simply allows you to change the view of your organizations and locations. 

By clicking on the "Table View" button, you will notice that your view of the organization and locations has now been changed:

You will also notice the "Tree View" button. By left clicking on that button, you will see that your view of the organizations and locations has now been changed:

Add Org. Unit:

By clicking on the "+Add Org. Unit" button, you will be able to add additional organizations. 

The image below shows you what happens when you click on the "+Add Org. Unit" button. 

You will be able to add an organization level, name it, place it under another organization unit and add a code to it. 

Once you are done filling out that information, you will simply click on the "Save" button. 

The image below depicts the sample Organization that was added. 

By left clicking on your added Organization Unit, you will be able to go back in and edit it, as seen in the image below:

From here, you can edit your information by left clicking on the "Edit" button. 

On the top, right corner of the page, you will also notice these buttons:

Manage Groups – This allows you to add your organization to a Location Groups

Inactivate – This allows you to shut down your organization. Your organization will no longer be active.

Delete – This allows you to delete your organization. This means that your organization will no longer show up on the organization page.

Close – This allows you to close out of the edit window. 

Add Location:

By left clicking on the "+Add Location" button, you will be able to add a location to your organization (as seen in the image below):

The image below shows an example of what it looks like to fill out this information. 

When you are done filling out the information, you will left click on the "Save" button, which is located on the top, right corner of the page.

Once you are finished, you will see your created location:

Did this answer your question?