Adding a Company Location
A user with the appropriate permissions can add an additional location for a company. A company may have one or more Sales or Regional offices, or the company may have acquired another company that can legally enter into a contract, which would require recording the mailing or physical address of the acquired company.
- Open the Company Profile that needs the additional location.
- In the Links section of the Company Profile, click the Locations link.
- In the Locations browse screen, click Add Location in the toolbar.
- When the screen refreshes, create a Location Profile.
- Enter a descriptive name for the location in the Location Name field.
- If you need help populating a field, mouse-over its ? icon to display a quick tip with helpful information or instructions.
- (Recommended) Make a selection in the Location Type list.
- (Optional) Populate the physical address fields and make a selection in the Country list.
- (Optional) Populate the Phone Number and Fax Number fields.
- In entering a phone number, enter the area code, followed by the phone number, such as 407-555-3770 or (407) 555-3770. To enter an extension, enter an "x" followed by the extension number, such as 407-555-3770 x47. If you incorrectly enter a phone number, the Phone Number Entry window displays to assist you.
- Click Save.
