Page tree

Versions Compared


  • This line was added.
  • This line was removed.
  • Formatting was changed.

The Locations table is used to store information on locations for Companies.

Use Case for Locations

Location records may be created by members of the Admin, Business Admin, Contract Creator, Contract Manager, and Sales groups.
Each location can be linked to a parent company from the Companies table. Each Location holds a single address and can 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.

People may be 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.