Company Locations

Once you’ve created a clients company in your database, you will be able to record multiple locations against their record.

It’s important to understand the data hierarchy for BE is
1-Client Company > 2-Location > 3-Contact

Once a location is created, you will then be able to set the location as a

• Primary location in the Company details block
• Contacts location

To create company location/s – navigate to your clients record in the Companies Summary page (MainMenu/Database/Companies)

Enter the client’s record by clicking on the ID# (in the first column)

Scroll down until you see the Locations block – and click + Add

A pop will appear with fields to be completed.

Tags provide context to the location and are visible on the location card in the company’s record. (The tags list is set by your admin)

The Name field is provided to give each location a reference. This may be the suburb, state or other name that makes sense to you and your team.

The Name field is shown on the Companies Summary and Contacts Summary pages

To Edit the location – come back to the Company record and alter as needed. This update will then be reflected on all associated records*. (eg – Contacts)*