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Locations

 
Basics
  • A Location is a record for the physical location of an Event
  • At the very least, each campus (site, etc.) has its own Location
  • A Location might have multiple Buildings
  • Location records can be created/edited in Facilities > Locations
  • Locations are also used by CareLife to manage where Contacts may be receiving care (for example, a hospital or hospice facility)
  • Locations must have an address that includes a street address
Fields
  • Location Name*: The friendly name for your Location
  • Congregation: Optional value to ensure Users are limited to Locations allowed by with Global Filter permissions
  • Description: A brief description of your Location
  • Location Type*: The type of Location it is (owned, rented, etc.). Location Type values can be found in System Lookups
  • Address*: The physical address of the Location. Note: All address fields must be populated for the address to show in Widgets, CareLife, etc.
  • Move In Date: Optional date for tracking move in
  • Move Out Date: Optional date for tracking move out
  • Phone: The phone number of the Location