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Locations Table

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

Use Case for Locations

Location records may be created by members of the Admin, Contract Manager, Document Manager, or Support Manager groups.
Each Location can be linked to a parent company from the Companies table. Each Location holds a single address and can relate to 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 may also be linked to a contact and contacts may be linked to locations different from the main company location.

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.

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