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Locations

Adding a new location
To add a new location to a company record: Open the company record Double click into an existing location in the List Of Locations Click the 'New...
Wed, Oct 2, 2019 at 11:21 AM
Location Grid Manager
What can you use the location grid manager for? Search In the Search tab, this is where you can select certain filters and search criteria's to fi...
Wed, Oct 2, 2019 at 11:23 AM
Company Locations Lookup
What does the Company Locations Lookup show? Below are the columns that show in the lookup grid for this module: You can export any of this inf...
Wed, Aug 14, 2019 at 11:12 AM
How to set coordinates for a company location
To confirm that an address is valid and to make a location map-able on the Prima Go app, the coordinate must be set. Follow these steps to map coordinates:...
Tue, Feb 18, 2020 at 11:21 AM
Location Status
In a company account, you can assign a status against a company location. The three location statuses are: Active - This status is the default status f...
Mon, Jul 5, 2021 at 6:47 AM

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