Basic data settings for the location
In this article, we will discuss how to configure basic location settings in Proplanum. Organization Administrators, Advisors, and Location Managers can adjust these settings to better manage the organization.
Go to the "Locations" tab from the main toolbar. Select the location you want to edit.
Click the options button with three dots at the end of the location row. From the dropdown list, select "Edit".
A new window for editing location data will open.
Configure the basic data settings, such as:
Company Name - enter the full name of the location.
Address Data - enter the street name and number, city, country, and postal code.
Location Code - enter the location identification code.
Description - the ability to add a detailed description of the location and additional information.
Map - you will also see your location on the map.
Don't forget to click the "Save" button before leaving the basic data settings.
Following these steps will ensure that all location data is current and accurate.
How to edit location data?
Go to the "Locations" tab from the main toolbar. Select the location you want to edit.
Click the options button with three dots at the end of the location row. From the dropdown list, select "Edit".
A new window for editing location data will open.
Configure the basic data settings, such as:
Company Name - enter the full name of the location.
Address Data - enter the street name and number, city, country, and postal code.
Location Code - enter the location identification code.
Description - the ability to add a detailed description of the location and additional information.
Map - you will also see your location on the map.
Don't forget to click the "Save" button before leaving the basic data settings.
Following these steps will ensure that all location data is current and accurate.
Updated on: 01/08/2024
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