Location list

Path in CC5: Organization- Locations

The overview list contains all locations in your database, built up in levels and structured by departments and companies (in case you have several sub-companies). The list displays all locations and the amount of people, assets and contracts linked to the single locations. Click the numbers to view more details.

Create new location: Click to create a new location. This opens the location card where you can add all necessary information. See also Location card.

Import: You can import locations and other date via an Excel file. See also Data import from Excel.

Export: Exports the selected records to Excel. See also Data import from Excel.

Search: Free text search in the list.

Via the 3-dot menu you can edit an existing location:

• Edit: Opens the location card in editing mode so that you can enter new data. See also Location card.

• New: Click to create a new Location.
  

• Merge: It is not possible to delete locations that are linked to persons, assets or contracts. In such instances, the "Merge" function must be used. This function helps maintain the history of what has been registered in the database.

Tip!
If the location structure is to be changed, the easiest way is to use the drag & drop function by clicking a location and dragging it to a new location. The Confirm Relocation dialogue box appears, with the following two options:
Merge: Merges a location with the location it has been dragged to. All content (persons, assets and contracts) registered in the former location will now be moved to the latter location.
Yes, move the location: Moves the selected location as a sub-location of the location it has been dragged under. The selected location will thus receive a new parent location.