Creating and Adding a Location to your Account [Video]

Jill Kahkoska -

Creating and Adding a Location

In order to create a Case, at least one “Location” must be added to an account. A location can be general (Farm 1) or can be very specific and identified as a specific pen, field or pasture on a producer site.

To add a location click on the location icon at the top right of the screen.

The location screen will open and will show a list of the current locations available for your account. To add a new location, click on the blue “Add” button on the top left of the screen.

A window will pop up that allows information for a specific location to be added. Fill in all fields with the required information using a naming protocol that will be recognizable to your clients.

A location can be geo located by dropping a pin on the exact map spot of the location. This can be identified as generally as a client farm or as specifically as a location on the client farm. Once all fields have been filled in, click on the blue “Create Location” button.

You will return to the “Locations” screen where the new location will be added to your list. Anytime a new Case is created, there will be a choice of locations offered for that case.

Notes about Locations:

  • All Users on an account will have visibility to the locations on that account.
  • Only Account Admins can create new locations.
  • Location details can be edited directly from the “Locations” screen by clicking on the blue editable fields.
  • Additional fields in a "Location" description can be viewed by clicking on the "Show More Columns" link at the bottom right of the screen.

 

Watch the Video below for a quick walk through the entire process..

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk