Account locations are the institutions covered by your account. There could be one strategic location or multiple locations that together form a group.
Open the account
Under the Navigation tab click Locations
Under the Actions tab click Add Locations
Find the locations using the search tree on the left of the screen. Click the + button to open section of the hierarchy to display a list of locations, or use the Location Search field on the list to search by location or customer name.
Highlight each location in the list and click the Select Locations button before moving onto the next page
When the list is complete, click the Confirm Selection button
Depending on your system set-up you may be asked to confirm the account primary location by ticking the relevant checkbox if necessary.
A message may appear asking whether the address details on the account summary should be changed to match the primary account. Click the OK button to confirm or Cancel button if you do not wish to use the address as the account address.
The location(s) will be added to the Location list on the account record and any customers listed at that location will be added to the Account Customers list on the Customers page
Important: There is no limit to the number of locations that can be added to an account but remember that your focus should be on just the locations that help you achieve the account aims