Adding a Location

To an account, any number of locations can be added. You can then assign one of the locations to every person associated with this account.

To add a location to an account, first navigate to the account’s details view. Then select the Locations tab:

Clicking the New button opens a form into which the data of the new location can be entered:

You can now enter the letter address of the new location. The option Assign GEO data determines whether the OMC should fetch the geographic coordinates of the location via a Google service. If selected, the location will be taken into account when you perform a search for locations nearby. Click Create to create the location and have its details view displayed:

The details view will also be displayed after clicking an entry in the a location list.

Click Edit if you wish to modify the location, or Delete to remove ist. Click City Map to show the location in Google Maps.

The details view of a location includes the contact persons to whom the location was assigned. Thus, this list is empty for locations just created. Click New Contact to create a new contact person and assign the location to her.

You cannot change the locations of existing contact persons here. This can be done via the details view of the respective person.

To have the list of all locations displayed – independently of accounts – open the sitemap (using the link below the main navigation to the left) and click Locations.