Locations Summary

The client locations tab displays all locations added for this entity.  Unlimited locations can be added to an entity, but only one can be designated as the primary location.  The primary location can be designated by selecting the Primary Location option on the Location Information screen.  Primary locations designation can be reassigned, but locations marked as primary cannot be deleted.

To Navigate to the Locations Summary Screen

1. On the Primary menu, click SEARCH. Search for the appropriate client. Be sure to change the Entity selection to Client.
2. Click the Details icon next to the appropriate client. The card file tab is displayed by default.
3. Click the locations tab. The Location Summary screen is displayed.

The following options and information are displayed on the Location Summary screen: 

• The ability to [Import] and [Export] lists of locations to an Excel® (.xls or .xlsx file) is available. When working with imports and exports:
• An export must be performed first to get a working spreadsheet for importing.
• Use the check boxes to select the locations to be exported.

Important: System generated IDs on the exported spreadsheet should not be changed, added or copied. The absence of an ID upon import will denote an item to be added.

• Place a capital X in the Remove column of the spreadsheet in order to remove the item upon import. The primary location cannot be removed using the [Import] feature.

Tip: In order to avoid updates occurring to records that have not changed, it is suggested that those records be removed before the import takes place.

Note: When exporting a file, the file extension must be changed to .xls or .xlsx before saving.

• Filters: Click [Show] / [Hide] to toggle the filter screen open or closed.
• [Add New]: Opens the Location Information screen and allows entry of the new location. For more information about adding a new location see Adding Locations.

• Column headers can be clicked to sort the summary by the selected column header in ascending or descending order. The following columns can be sorted:
• Primary
• Billing
• Location Name
• Address
• City
• St. / Prov.
• Zip / Postal
• Phone Number
• Fax Number
• Status

• Details: Click on the Details icon to open the Location Information screen and edit the location information.
• Export: Select the locations to be exported by selecting the check boxes. If all check boxes need to be selected, put a check mark in the box at the header.
• Primary: Indicates whether the location is the primary location. The primary location can be designated by selecting the Primary Location option on the Location Information screen. Unlimited locations may be associated to a client, however only one may be designated as the primary. The primary designation may be changed, but a location currently designated as primary may not be deleted.
• Billing: Indicates that the location is the billing location. This selection must be made on the Location Information screen.
• Location Name: The name of the location as it was entered when adding the new location.
• Address: Click the location address to open a map for directions to the location.
• City: The location city.
• St. / Prov.: The state in which the location resides.
• Zip / Postal: The location zip code or postal code.
• Phone and Fax Number: The location's phone and fax numbers. These number can be clicked to open a window to do a reverse lookup of the numbers.
• Status: Indicates whether the location is Active or Inactive.

• Linked Unit: The Umbrella icon is displayed once a unit has been linked to a policy using Lookup.

• Remove: Click the Remove icon to remove the location from the client records. The primary location cannot be removed until another primary is selected.

Related Topics

Adding Locations