Location categories are an optional feature that can be used to segregate customer locations into groups for reporting purposes. To view existing Location Categories, from the top menu bar click Resources the Location Categories. The form displays a list of all current Location Categories.
New Location Category
To create a new Location Category, click New Location Category and in the form displayed enter the required field Location Category Name. Click OK to save the Location Category.
| Location Category Name | Short name for the location category. This is the only required field. |
| Description | A longer description of the location category. |
| Color | Using the color selector, enter an RGB code or use the pointer to select a color. |
| Location Marker | Select an icon to identify all Locations in the category on the map. |
Edit
To edit an existing Location Category, click Edit in the Actions column on the row of the Location Category. A form is displayed to change the information; make changes and click OK to save or Delete to delete the Location Category.
