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

Location changes can be made on the General and More pages of the customer record.

Change location details (name)

1. Find and open the location record
2. From 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 communication details (contact details, best days, etc)

1. Find and open the location record
2. From 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

Change location address

1. Find and open the location record
2. From the Navigation tab click Address
3. Overtype any of the information in the fields

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

The location no longer exists, or you’ve found a duplicate location, so you want to remove it from the location list.

Locations are not deleted from actisCRM as that would distort historical reporting. Locations can be inactivated so they no longer appear in searches or on location records, but you must ensure there are no customers attached to the location first.

1. Find and open the customer record
2. Scroll to the end of the customer record and untick the Active checkbox
3. You will be asked to confirm that you want to delete the record. Click the OK button
4. Additional fields will open and you will be asked to provide a reason
5. Select the Inactive Reason from the choices available in the drop-down list
6. Click in the Inactive Notes field and provide any additional information you have about the customer.
7. Click the Save & Exit button to close the record

Important: If your company subscribes to third-party data (Binley’s, Cegedim, etc) the details will need to be verified.

A new location has opened in your area and you want to add it to actisCRM

1. From the menu select My Data, Add Location
2. Complete the location form that opens in as much detail as possible, paying attention to any fields marked with an asterisk which are compulsory

• Brick: Select from the drop-down list
• Name: Click in the field and type the name of the location
• Location: Type: Select from the drop-down list
• Dispensing: Tick the checkbox if it’s a dispensing location
• Exclude from Mailers: Tick the checkbox if the location is to be excluded from marketing mailshots
• General Information: Click in the field and type any information about the location
• Next Objective: This field is auto-completed from the last meeting record

From the Navigation tab click Address

Add the location address paying attention to the mandatory fields marked with an asterisk

Click the Save button to add the new location

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

Location records store information about places. General location details may be pre-populated from a third-party data source or directly by company employees.

Location Summary

Accessing a location record from anywhere in actisCRM 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

Get Map by Address: Open Google Maps at the correct location

Book Meetings: Book a meeting at the location: For more information see actisCRM Meetings

Record Contact/Record Future Contact: Record contacts (calls) at the location. Click here for more information about recording calls

Add Customer: Opens a blank Customer (General) screen which should be completed with as much information as possible. Some fields are mandatory, and the customer details cannot be saved unless these fields are completed.

Location Navigation

Further information about the location can be found from the Navigation tab. Some or all the options may be available depending 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 Card 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 Card button to open the contact or meeting record

Location Links: Third-party data links for the location

LBS Sales (Location Based Sales): Reports third-party product sales data to 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.