Use the locations list to quickly find, review, and maintain accurate records for every location in your Storable CRM account.
Quick Start:
1. Open the settings menu from the CRM header (top-right of your screen).
2. Select the locations option to open the full list.
3. Use the search box to filter locations by name.
4. Switch to archived locations when you need to review or reactivate an older record.
Prerequisite
You must have Administrator access in Storable CRM to access and manage locations.
Access a Location
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Click the Settings Icon (A) in the CRM header to open your list of available system settings.
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Select Locations (B) to open the complete list of locations, both active and archived. From here you can add new locations and edit existing ones.
Use the Search Box (C) when you know the location you want to view or edit. As you type the location name, the list dynamically updates to match your search.
Click Archived (D) to switch from the active locations list to your archived locations. For more details on archived locations and how to reactivate them, click here.