Managing Client Locations

Manage your clients list of locations from within their client record.

• Each client can have multiple locations.
• In order to view/manage client locations, you must granted access to do so.
• You can prevent users from accessing the records of clients that they are not responsible for.

Creating a new client location

1. Navigate to the 'Clients' area using the system menu.
2. Use the search to find the client that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the client record has loaded, go to the 'Locations' tab and click/press 'New'.
5. Enter the first line of the address.
6. Enter any other details.
7. Click/press the 'Save & Close' button.

Updating an existing client location

1. Navigate to the 'Clients' area using the system menu.
2. Use the search to find the client that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the client record has loaded, go to the 'Locations' tab and find the location you wish to update.
5. Click/press the down arrow next to the 'View' button and select 'Edit'.
   • Alternatively, you can also click/press 'View' then open the editor from there.
6. Make the required changes.
7. Click/press the 'Save & Close' button.

Deleting a client location

1. Navigate to the 'Clients' area using the system menu.
2. Use the search to find the client that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the client record has loaded, go to the 'Locations' tab and find the location you wish to delete.
5. Click/press the down arrow next to the 'View' button and select 'Delete'.
6. When prompted click/press the 'Delete' button on the confirmation dialog.