During the initial setup process and at any time that a new business location is added and it is a requirement to allocate staff for reporting and management purposes, such as controlling visibility of information, then you will need to setup those operating locations.
It is important to do this before you add your staff, so they can be appropriately attached to their office of operation correctly when establishing their approved activities.
Video - How to add operating locations. Click to open video with YouTube.
- Select CRM>Accounts and select your subscription account.
- Click [Edit] - opens the account in the Edit view.
- Select the {Operating Locations} tab to bring the relevant field into focus.
- Name - type in the location. Note this is the not the company name but an unique identifier that matches your company wide nomenclature. i.e. City/Suburb/Branch Code.
- Type - Select the type of office/location from the drop down list. You can add/edit the type of locations available in the the Lookup tables as required.
- Complete remaining fields as required.
- Click [Save]
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