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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, address or VAT number:

  1. Type a location name, part of an address, or a VAT number 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.

What the Search Matches​

A location is shown when the search term appears in any of the following:

What you can searchFields matched
Location nameThe location's name
Location addressStreet address, address line 2, postal code, city, country
Client addressThe street address, address line 2, postal code, city and country of the client the location belongs to
Client VAT numberThe VAT number of the client the location belongs to

So searching for a client's VAT number lists all of that client's locations, and searching for a city lists every location in that city — as well as the locations of clients whose own business address is in that city.

note

The client's name is not searched from this page — the Locations page is for finding a location, not a client. To find a client by name, use the Clients page. A client-name search here only returns results if the name also happens to appear in an address.

How Addresses and VAT Numbers Are Matched​

Addresses and VAT numbers are matched with spaces, dots (.), dashes (-) and commas (,) ignored, both in what you type and in what is stored. This means formatting differences don't get in the way:

  • 1234AB and 1234 AB both find a location whose postal code is stored as 1234 AB
  • BE 0123.456.789, BE0123456789 and 0123456789 all find the same VAT number

The address is read as one line in its natural order — street → address line 2 → postal code → city → country — so a search term can span more than one field as long as it follows that order. For a location at Kerkstraat 12, 1234 AB Amsterdam, NL:

You typeResult
KerkstraatFound
kerkstraat 12Found
1234 AB AmsterdamFound — spans postal code and city
AmsterdamFound
Kerkstraat AmsterdamNot found — the postal code sits between the street and the city

If you want to combine a street and a city, search for one of them on its own instead.

Location names are matched exactly as they were stored, including spaces and punctuation.

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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