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The Locations table is used to store information on multiple locations of a Companyfor Companies.

Use Case for Locations

Location records may be created by members of the Admin, Business Admin, Contract ManagerCreator, Document Contract Manager, or Support Manager and Sales groups.
Each Location location can be linked to a parent company from the Companies table. Each Location holds a single address and can relate to have multiple Location Types.

Location records are created by conversion at certain points:

  • When a new company is created from within a contract, a location is created in the background.
  • When a lead is converted to an opportunity record, a location is created.

Locations People may also be linked to a contact and contacts may be linked to locations different from the main company locationbe associated with locations.

Ownership of Locations

Location records are owned by the user who creates them. Specifically, a record is owned by the user whose Login matches the Creator Login field.