Editing the Location Profile

The Edit button allows you to edit Location information.

This topic covers using the Edit button on the Location Profile page.

Using the Edit Button

  1. Go to Modules>Certification> Course Exam Location > Find, Query, or Add Location> Location Profile
  2. Click the Edit button. The Edit-Location page opens.
  3. Edit the fields as described in the table below:
    FieldRequired?Description
    location nameRequiredType the first few letters of the Organization name to see a list of matches, or click the Look-Up button to go to the List – Organization page.
    location codeRequiredEnter a unique code for categorization and reporting purposes. Create this code according to your business rules.
    location typeRequiredSelect a location type.
    housingOptionalIf your location provides housing, check the housing check box.
    address, phone, fax, url, emailOptional

    These fields are automatically filled with information from the existing Organization Profile.

    Important: Changes made to the information here will change the information in the Organization Profile in the CRM module.

    descriptionRequiredEnter a description of the location.
    Html DescriptionOptionalEnter a HTML description of the location. This description is used on your eWeb site and in HTML-related emails.
  4. Edit your HTML Description using the Cute Editor. This is used for showing on eWeb and in HTML-related emails.

  5. Click the Save button to save your changes and return to the Location Profile. Click the Delete button to delete the Location. Click the Cancel button to return to the Location Profile without saving your changes.

Edit – Location Icons

Use this Icon To Perform this Action
edit icon to open an edit page for that field.
add icon to add a new record for that field.
look up icon to see a list of individuals, customers, or other appropriate person records select the record you want to return to the wizard. The fields are populated with the person's information.