Location records store information about places. General location details may be pre-populated from a third-party data source or directly by company employees.
Accessing a location record from anywhere in Actis will open the Location Summary.
The summary provides basic contact details; address, phone number, and any target information held in the system.
The system data at the bottom of the record displays information about who created the location record and when, and who last modified the location record and when.
Location Actions
Under the Actions tab click:
- Add Meeting: Book a meeting at the location: For more information see Meetings
- Record Unnamed Contact/Record Future Contact: Record contacts (calls) at the location
- Add Customer: Opens a blank Customer (General) form which should be completed with as much information as possible, paying attention to mandatory fields marked with an asterisk.
- Get Map by Address: Open Google Maps at the correct location
Location Navigation
Further information about the location can be found from the Navigation tab. The pages available depend on your system set-up.
- General: Information about the location name and place
- More: Information referencing third-party and communication information
- Location Information: Information specific to your organisation
- Customers: List of customers based at the location and associated actions
- Address: The location’s address
- History: Shows a list of all meetings and calls with the customer. Select any item and click the Open Record button to open the contact or meeting record
- Future: Shows a list of all planned meetings or calls with the customer. Select any item and click the Open Record button to open the contact or meeting record
- Location Links: Third-party data links for the location
- Meetings: a record of all meetings held at the location
- Attachments: Upload and view any previously uploaded documents relevant to the customer
- Data Validation: Opens a list of validation changes to third-party data relevant to the customer
- Payments: Details any agreements for payments to the location, and payments made via meeting records.