Locations help separate data including customers, employees, contacts, reports, orders, estimates, etc., by the physical office they belong to. You can review, edit, or add locations by going to Settings/My Business/Locations.
Note: Localization Settings—your system’s default language, date and time format, units, and other location-related settings that apply to all your locations—will be covered in another training and are found under Settings/System/Localization.
There are several tabs to review when editing information on a current location or when entering information on a new location.
Note: When your system is created, your default location is set up for you and is designated with a star.
A. Location Details include basic contact information relating to a single center and are used for internal reports.
B. Sales Goals allow you to monitor your actual sales numbers over a period of time and compare them with your projected numbers for that location.
C. Custom Fields can be set up from Settings/Custom Fields/Location and allow you to add your own information to the location form.
D. Files allow you to save documents or images that relate to this location.
E. Settings give you quick access to your Hours of Operation, Numbering Options, and Time Zone settings for your location.
Multiple Locations
When managing multiple locations, you can switch between separate location information by clicking on the Mini Search Menu.
Note: Only certain locations may be visible to users depending on permissions. If you don’t have permission to add a new location, contact sales@corebridge.net to discuss upgrade options.