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Locations

  • A Location is a record for the physical location of an event.
  • At the very least, each campus or site has its own location.
  • A location might have multiple buildings.
  • Location records can be created/edited in Facilities > Locations.
  • Locations are also used by Care Life to manage where contacts may be receiving care (for example, a hospital or hospice facility).
  • Locations must have an address that includes a street address.

Location Fields

  • Location Name: The friendly name for your Location.
  • Congregation: Optional value to ensure Users are limited to Locations allowed by with Global Filter permissions.
  • Description: A brief description of your Location.
  • Location Type: The type of Location it is (owned, rented, etc.). Location Type values can be found in System Lookups.
  • Address: The physical address of the Location.
    Note: All address fields must be populated for the address to show in Widgets, CareLife, etc.
  • Move In Date: Optional date for tracking move in.
  • Move Out Date: Optional date for tracking move out Phone: The phone number of the Location.