This page contains basic information such as name, address, phone, etc. In addition, you can associate a logo to the management record.
The following buttons are available on the GENERAL tab of the Management Profile:
- EDIT - Click this button to edit any of the information on this tab.
- EDIT TYPE - Click this button to edit the Management Type associated with this management record.
- POSITION - Click this button to position the record in the management hierarchy.
- CREATE/COPY LOCATION - Click this button to create a location from this management record.
FIELD DESCRIPTIONS
The GENERAL INFO page of the Location profile contains the following fields:
- ID: A unique ID is automatically assigned to this record; however, you may change the value in this field. The ID must be unique and may contain either letters or numbers and be up to 15 characters.
- NAME: Enter the name of the management record in this field. (This field is required.)
- ALIAS: If the management record uses an alias, enter it in this field.
- PHONE: Enter the phone number of the management record representative.
- MOBILE: Enter the mobile phone number of the representative.
- FAX: Enter the fax number of the management record.
- EMAIL: Enter the email address of the management record. You may enter more than one email address. Separate multiple email addresses with a comma or a semicolon.
- ADDRESS 1: Enter the first line of the management record's address.
- ADDRESS 2: Enter the second line of the management record's address.
- MAILSTOP: Include any additional address information, such as Suite or Building #.
- CITY: From the drop list, select the city in which the management record is located.
- STATE/PROVINCE: From the drop list, select the state or province in which the record is located.
- POSTAL CODE: Enter the postal code of the management record.
- COUNTRY: From the drop list, select the country in which the management record is located.
- LOGO: Select the logo associated with this management record.
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