Note
Italicized terms represent clickable icons on the specific screen being discussed.
You must be signed into the Web Client 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. Click here to learn more about CallPotential Reports. | All |
| (C) Friendly Name (optional) | Enter the location name used in texting and emailing Leads & Customers outside of the schedule, Follow-up & Collection communication. | All |
| (D) Primary Number | Enter the phone number which all tracked calls are sent. Click here and refer to (O) to learn where this appears in the Lead card. Click here and refer to (I) to learn where this section appears in the Customer card. | 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 - For (I) - (R), click here and refer to (O) to learn where information in this section appears in the Lead card. Click here and refer to (I) to learn where information in this section appears in the Customer card. | 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. Click here and refer to (O) to learn where this appears in the Lead card. Click here and refer to (I) to learn where this appears in the Customer card. | All |
| (R) Website (optional) | Enter the location's website. Click here and refer to (O) to learn where this appears in the Lead card. Click here and refer to (I) to learn where this appears in the Customer card. | All |
| (S) Non-Editable Communication Language | Change the language for a location's outbound communication. Click here to learn more. | All |
| Field Name | Field Description - Click here and refer to (O) to learn where information in this section appears in the Lead card. Click here and refer to (I) to learn where information in this section appears in the Customer card. | Support Integrations |
|---|---|---|
| (T) Office Hours (optional) | Indicate the hours when the location is staffed. | All |
| (U) Access Hours (optional) | Indicate the hours indicating when Customers can access their unit. | All |
| (V) Call Center Hours (optional) | Indicate the hours when the Call Center is staffed. | All |
| Field Name | Field Description | Support Integrations |
|---|---|---|
| (W) Logo & Images (optional) | Upload company logos & images. These appear anywhere in the system where you've added these variables. They are typically used in emails, text messages and payment links as well as script cards. | All |
| (X) Edit Variables (optional) | Define custom location specific information. | All |
| (Y) Location Alerts (optional) | Enter location-specific information that can be viewed in the Lead card. Information may include such things as "Gate & Cameras", "Closed Sundays", or "24-hour access". This information is intended to provide system users with a quick understanding of the location in the event they are working with multiple locations. Separate the terms with a semicolon. Click here and refer to (O) to see where this information can be accessed in the Lead card. Click here and refer to (I) to learn where this appears in the Customer card. | All |
Save - Note: You may need to scroll back to the top to access Save & Cancel.
- (Z) Save - Click to save edits and return to the Location list
- (AA) Cancel - Click to discard any edits made to the location and return to the Location list.
