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Manage Locations

You can define, update, or delete a location to manage the addresses of assets, contacts, and companies. For example, you can define the address for your North American office, Latin America office, and Asia Pacific office.

Important! When you delete an object, you can no longer view the audit history for the object. We recommend that instead of deleting the object, you make the object inactive. Then, you can still view the audit history for the object.

Follow these steps:

  1. Click Directory, Location.
  2. Perform one of the following actions.
  3. Define a location.
    1. Click New Location.
    2. Enter the new location information.
    3. Click Save.

    Note: You can also define a location by copying an existing location, supplying a new name, changing the information, and saving the new location.

  4. Update a location.
    1. Search for the list of available locations.
    2. Click the location that you want to update.
    3. Enter the new information for the location.
    4. Click Save.

    Note: You can also view the details for an object that is related to your location, if the related object has a Browse icon. When you click the Browse icon, you leave the location page and you navigate to the related object page. To keep the location page in view and preserve the location information, right-click the Browse icon and select Open Link in New Window. Close the new window when you are finished viewing the related object details.

  5. Delete a location.
    1. Search for the list of available locations.
    2. Click the location that you want to delete.
    3. Click Delete and confirm that you want to delete the location.