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
- Go to
- Click the Edit button. The Edit-Location page opens.
- Edit the fields as described in the table below:
Field Required? Description 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.
- 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. |