Note
Italicized terms represent clickable icons on the specific screen being discussed.
You must be signed in as an Administrator to access this option.
Click the links below for more detailed information.
Please reference Leads settings, Collections settings, Employees settings, Evaluations settings, Tracking Numbers settings, Communications settings to learn how to edit additional location settings.
Access
- (A) Edit Pencil - From the location list identify the location you wish to edit and click to open its profile.
Location Details - Note: Location Details opens by default after selecting a location.
| Field Name | Field Description | Supported Integrations |
|---|---|---|
| (B) Location Name | Enter the location name used for internal reporting purposes. | All |
| (C) Friendly Name (optional) | Enter the location name used in SMS & email communication. | All |
| (D) Primary Number | Enter the phone number which all tracked calls are sent. | All |
| (E) This is a SIP address checkbox (optional) | Check to use this phone number to complete outbound calls. If there is no outbound number, the system will default to the primary. | All |
| (F) Outbound Number (optional) | The number used for outbound calls if different from the primary number. | All |
| (G) This is a SIP address checkbox (optional) | Check to use this phone number to complete outbound calls. | All |
| (H) Display Number (optional) | Enter the value into a system variable, which can be used in other areas of the software. | All |
| Field Name | Field Description | Support Integrations |
|---|---|---|
| (I) Address1 | Enter the location's physical address. | All |
| (J) Address2 (optional) | Enter the suite, floor or any additional address information. | All |
| (K) City | Enter the city where the physical location exists. | All |
| (L) Country dropdown | Click to select either United States or Canada. | All |
| (M) State dropdown | Click to select the state where the physical location exists. | All |
| Field Name | Field Description | Support Integrations |
|---|---|---|
| (N) Zip | Enter the zip code where the physical location exists. | All |
| (O) Timezone dropdown (optional) | Click to select the time zone where the physical location exists. | All |
| (P) Daylight Savings toggle (optional) | Click if the location observes daylight savings. | All |
| (Q) Email Address (optional) | Enter the location's email address. | All |
| (R) Website (optional) | Enter the location's website. | All |
| Field Name | Field Description | Support Integrations |
|---|---|---|
| (S) Office Hours (optional) | Indicate the hours when the location is staffed. | All |
| (T) Access Hours (optional) | Indicate the hours indicating when Customers can access their unit. | All |
| Field Name | Field Description | Support Integrations |
|---|---|---|
| (U) Logo & Images (optional) | Upload logos & images for external communication. | All |
| (V) Edit Variables (optional) | Define custom location specific information. | All |
| (W) Location Alerts (optional) | Location-specific information used in the Lead card. | All |
Save - Note: You may need to scroll back to the top to access Save & Cancel.
- (X) Save - Click to save edits and return to the Location list
- (Y) Cancel - Click to discard any edits made to the location and return to the Location list.
