Locations

When you click LOCATIONS on the navigation bar at the top of the window, a list of all locations is displayed.

From this screen you may:

• View a location profile
• Search for a location profile
• Create a location profile
• Send email to a location contact
• Edit a location profile
• Delete a location
• Export the list of locations to Word, Excel, or PDF*

*These buttons are only available if the Export Grids option is enabled.

This page contains the following buttons and controls:

NEW - Click this button to add a new location.

EMAIL - Click this button to send email to the Primary Contact of the selected location(s). Note that you can select multiple locations.

DELETE - Click this button to delete the selected location(s).

EXCEL - Click this button to export the Locations list to an Excel spreadsheet (optional).**

WORD - Click this button to export the Locations list to a Word document (optional).**

PDF - Click this button to export the Locations list to a PDF file (optional).**

**If a search filter is used, then only the records that meet the specified search criteria are included in the export.

FILTER droplist - Filters are provided so that you may filter the list to include only those locations that meet the specified search criteria. See Using Search Filters for more information.

FILTER links  - Links are provided that allow you to create a new filter, edit an existing filter, delete the currently selected filter, or share the filter with other uses.

SHOW COLUMN SEARCH link - Clicking this link enables/disables the search field at the top of each column, allowing you to search the data located in one or more columns. See Using Search Filters for more information.

PAGE NAVIGATION (located on far left and far right, both above and below the table) - allows you to move from page to page, and displays the total number of pages and total number of records displayed on each page.                              

PAGE SIZE droplist (located both above and below the table) - allows you to specify the number of location records displayed on a page.

Selection checkbox - Allows you select one or more locations in the Location list. Clicking the checkbox at the top of the column selects all locations; clicking again deselects all locations.

Selection link - clicking the link for the Name or ID of the location will open the Location Profile. 

SORTING THE LIST

You can sort the list by any column. Click on a column heading to sort the list in ascending or descending order by that column.

• An UP ARROW beside a column heading indicates the list is sorted in ascending order.
• A DOWN ARROW indicates the list is sorted in descending order.

Each time you click the column heading, it toggles the sort between ascending and descending order. 

The columns displayed in Locations grid can be edited by a user with the appropriate Site Editor permission.