Related Topics:

Managing Contacts

Managing Companies

Managing Locations

The Locations page allows you to manage location information in XFRACAS. Permissions required to access this page: Access Admin Tab and Manage Locations.

If your XFRACAS website has more than one Entity, the same set of locations will be available in all of them.

For Customer Support Information records, locations are used to record information about where the unit is located.

For Incidents, locations are used to record the location of the system at the time the incident occurred.

Locations can also be used as Detail fields.

To open the Locations page, choose Admin > Configure > Manage > Locations.

Creating a New Location

If the Location drop-down list is blank, enter the required fields and choose Admin > Locations > Create.

If you need to clear an existing location before creating a new one, choose Admin > Locations > New.

Editing a Location

To edit an existing location, choose the name from the Location drop-down list. Make the desired changes and then choose Admin > Locations > Save.

Deleting a Location

To delete a location that is not associated with any records, choose the name from the Location drop-down list and then choose Admin > Locations > Delete.

You cannot delete a location that is being used other records. You must first change those records and then delete the location.

Location Properties

If the system administrator has configured additional fields to meet your organization's specific needs, they will be grouped together in a separate Location Details area at the bottom of the page.

 

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