Storable CRM and Collections Knowledge Base

Accessing a Location

Storable CRM

Storable CRM provides users with an administrator role the ability to add new locations and edit existing locations. This guide explains how to access the Location list by using the gear icon and search for a specific location.

Access

  • (A) Settings icon - Click to access your list of available system settings.

Find a Location from your List

  • (C) Search box (Optional) - If you know the location you want to edit, you can enter its name in the search box. The list will dynamically update as you type a location's name.

  • (D) Archived - After clicking Locations, the system will automatically take you to the active Location list. Click to access your archived locations. For more information on archived locations and how to activate them, click here.


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