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Browsing All Locations

The Locations page gives you a global view of every location across all clients in your organization. Instead of drilling into each client to find a specific site, you can search and browse them all from one place.

Finding the Locations Page​

The Locations page is located in the left-hand navigation under the Clients group:

  1. In the sidebar, click Clients to expand the group.
  2. Click Locations.

This page is available to users with the Organization Admin role.

Understanding the Grid​

The page displays a table with the following columns:

ColumnDescription
Location NameThe name of the location. Click the name to open the location detail page.
ClientThe client this location belongs to.
ContactThe on-site contact person, if one has been set.
AddressThe full address displayed on a single line (street, city, postal code, and country).
# ActivitiesThe number of activities scheduled at this location.

Locations are sorted alphabetically by name.

Searching for a Location​

Use the search box in the top-right corner to filter locations by name:

  1. Type a location name (or part of a name) in the search field.
  2. Press Enter or click the search button. The grid updates to show only matching locations.
  3. Click Clear to remove the filter and see all locations again.

The search is case-insensitive — typing "warehouse" will match "Main Warehouse", "WAREHOUSE B", and so on.

tip

Your search term is remembered in your browser. When you return to the Locations page, your last search is restored automatically so you can pick up where you left off.

Scrolling Through Results​

The page loads 20 locations at a time. As you scroll down, more locations are loaded automatically. A loading indicator appears while the next batch is being fetched.

Opening a Location​

Click on a location name in the grid to navigate to its detail page, where you can view and edit all location information, see scheduled activities, and validate the address on a map.

What You Cannot Do on This Page​

The Locations page is read-only. To create, edit, or delete a location, navigate to the specific client's detail page or to the individual location's detail page.

See also​

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