Adding Branch Locations

To Add a Branch Location

1. On the Primary menu, click ORGANIZATION.
2. On the locations tab, click Add New.
3. Use Existing is the default when adding new locations. Scroll through the list of existing locations to make sure the location does not exist. If the location is present, click that location and then select the Save button. This feature allows the entire organization location database to be utilized so that duplicate records may be avoided.  

• If the location does not exist select Add New and complete the following fields:

4. Complete the Location Detail using the following information:

• Location Type:  Select the location type from the drop-down box, which is populated by the agency in Lookup Management.
• Location Name:  Enter a unique name to identify the location.
• Location Description:  Enter a description of the location such as Billing, Underwriting, etc.
• Mailing Address: The main address for this entity generally used for mailing invoices and correspondence.
• Physical Address:  The physical address for this location.
• If the Billing address is different from the physical address, make sure to indicate by addressing this question and completing the billing address section.
• Phone:  Enter the phone numbers without formatting.  Formatting will be applied after the Locations screen has been saved. Use the drop-down box to identify the type of phone number. Extension numbers may be entered up to 6 characters.  Phone number identities are as follows:
• Back Line
• Building Security
• Business Phone
• Fax
• Main Fax
• Phone
• Receptionist
• Technical Support
• Toll Free  
• Add additional phone number identities in Setup under Lookup Management.
• Adding additional phone numbers:
• Click on the Add New link to the right of group heading after accessing the location record to edit.
• Use the drop-down box to select the identity of the phone number being added.  
• Enter the phone numbers without formatting. Formatting will be applied after the screen has been saved.
• The extension numbers may be entered up to 6 numeric characters.  
• Click on the Save button to save the phone number just added.
• Click on the Close button to abort the addition of the new number.
• The number of Phone numbers that can be added to each Location is only limited by the identity choices. Click on the Add New link to add a new phone number.
• Click on the Details icon beside the number to edit.
• Click on the Delete icon beside the number to delete.
• E-mail:  The e-mail address for the contact is optional, however if the format is entered incorrectly an error will be returned to warn of the improper format. The screen cannot be saved until the format is corrected. The field can contain up to 30 characters with alphanumeric data.  
• Cancel – The Cancel button will abort any modifications or adding a new Location.  
• Save – The Save button will save new location information.
• Delete – The Delete button will delete the Location. The primary Location cannot be deleted but can be changed. The delete button will not be present if the Location is set to primary.  
• Update – The Update button will update any modifications to the Location record.  

Related Topics

About Branches

Branch Employee Security

Territories

Regions