Maintaining Locations

Table of Contents   Previous Page  Next Page    

Locations are used with Activities to specify where the activity taking place. Since Locations are more than just place names, they are maintained separately for easy reuse.

Note: You cannot delete a location if it is used on a record; however, you can make it Inactive, which will prevent it from displaying in the selection dropdown when creating new activities. (If an existing activity is using the location and the location is made inactive, it will still show on the existing activity, but if the location is subsequently changed, the inactive location will not be available for reselection.)

Maintaining Locations

1Choose Tools > Dropdown Lists > Activity > Locations.
2The Maintain Locations list enables you to Add, Open, or Delete any entry.
3Choose the appropriate option. If you are adding or changing an entry, the following fields are available:

 Name - The name of the location, i.e., "Palace Hotel", "Bob's House", "City Park", etc.

 Code - An optional abbreviation for the code.

 Type - The kind of location, such as "restaurant", "home", etc. See Maintaining Location Types for more information.

 Active - Indicates whether the location is active and available for new activities. You can use this option to remove a location that is in use on existing activities, since it cannot be deleted.

 Description - A description of the location. This could be used for the address or other basic details.

 Comments - General comments about the location, i.e., "Unavailable on major holidays", or "Hours: M-F 8:00 -12:00"

4When you are finished, click OK.