Creating Locations

Your ability to view, modify and create Locations is controlled by Location permissions.

Content Manager Office integration users can create new Locations as a part of the Record creation process, or when attaching a Contact to a record. If, after searching, you find that the Location you require does not exist in the Content Manager, you can create a new Location.

To create a new Location:

1. From the Select from Locations dialog, right-click in the list pane and point to New location, click the type of Location to create:
   • New Organization
   • New Person
   • New Position
   • New Committee
   • New Project Team
   • New Group
   • New Venue
   • New Workgroup

1. Complete the required fields on each tab of the New Location form (see Creating a Location - Not Person Type or Creating a Location - Person Type for details).
2. Click OK.