The Edit button allows you to edit Location information.
This topic covers using the Edit button on the Location Profile page.
Field | Required? | Description |
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location name | Required | Type 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 code | Required | Enter a unique code for categorization and reporting purposes. Create this code according to your business rules. |
location type | Required | Select a location type. |
housing | Optional | If your location provides housing, check the housing check box. |
address, phone, fax, url, email | Optional | 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. |
description | Required | Enter a description of the location. |
Html Description | Optional | Enter a HTML description of the location. This description is used on your eWeb site and in HTML-related emails. |
Edit your HTML Description using the Cute Editor. This is used for showing on eWeb and in HTML-related emails.
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edit icon to open an edit page for that field. | |
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add icon to add a new record for that field. | |
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look up icon to see a list of individuals, click the individual you want to return to the wizard. The fields are populated with the individual's information. |