How to Add a Location

The Accounts section of Inteliguide, (under the MANAGE tab) is where Locations are added, as well as, Businesses, Groups, and Users.

Prerequisites:

Businesses should be added first before you attempt to create Locations for them. A Business selection is required on the Location Add Form.


Note: Locations cannot be shared from one Franchise to the next as they represent a fixed geographical location within a discrete market.


Steps:

  1. Select the Manage tab
  2. then, under Manage, select Accounts
  3. then, under Accounts, left-click on Locations



  4. Left-click on the '+' symbol (next to Locations) to add a new entry (brings you to Add Location Form).




  5. Next enter at least the required information for the new Location...



    • Enter the Name of the Location
    • Enter the Address of the Location
    • Enter the City and select the State where the Location is located
    • Enter the Zip Code of the Location
    • Select the Business the Location belongs to

  6. Then left-click the SAVE button

    Check out your optional Shift Defaults... and don't forget to visit Basic List Navigation in Tips & Tricks.


Have more questions? Submit a request

2 Comments

  • 0
    Avatar
    Jeff Yon

    Need help

  • 0
    Avatar
    Aron Filbert

    Hi, Jeff. Please submit a support request either here on the knowledge-base or through the SUPPORT tab on the right-hand side of the screen within Inteliguide.

Please sign in to leave a comment.
Powered by Zendesk