Amend the location details

You’ve noticed that the location’s name, address or contact information is incorrect and want to change it.

Change location details (name)

1. Find and open the location record
2. Under the Navigation tab click General
3. Overtype any of the information in the fields, using the drop-down lists where appropriate.
4. Click the Save button to confirm the changes

Change location address

1. Find and open the location record
2. Under the Navigation tab click Address
3. Overtype any of the information in the fields
4. Click the Save button to confirm the changes

Change location communication details (contact details, best days, etc)

1. Find and open the location record
2. Under the Navigation tab click More
3. Click the Edit button to change the existing information
4. In the box that appears, overtype any of the information in the fields, using the drop-down lists where appropriate.
5. Click the Add button to add more information
6. In the box that appears, complete the fields, using the drop-down lists where appropriate.
7. Click the Delete button to remove incorrect information, or information that is no longer relevant
8. Click the Save button to confirm the changes

Important: If some fields are shaded, then your company subscribes to third-party data (Wilmington’s, IQVIA, etc) and the changes will need to be verified.