Other Actions for Locations

Let’s have a look at all the other actions you can perform on locations:

Mark Location as Primary

By default, the organization’s initial details will be captured under the Head Office and will be marked as primary. You can, however, create a location and mark that as primary as well. Here’s how:

• Go to Settings.
• Navigate to Organization Settings.
• Select Locations under Organisation.
• Hover over a location and select Mark as Primary from the dropdown next to it or click the Mark as Primary icon next to the location name to set the location as primary.

Edit Location

To edit a location:

• Go to Settings.
• Navigate to Organization Settings.
• Select Locations under Organisation.
• Hover over a location and click Edit from the dropdown next to it.
• Make the necessary changes and click Save.

Delete/Mark Location as Inactive

To delete/Mark a location as inactive:

• Go to Settings.
• Navigate to Organization Settings.
• Select Locations under Organization.
• Hover over a location and click Delete/Mark as Inactive from the dropdown next to it.