Add locations

You can add locations directly in the settings or update the hierarchy by using the Excel import sheet. The Location field in the record displays the selected location and its parents.

  1. To add a location to the top level of the hierarchy:
    1. At the top of the grid, select Add new row.
    2. Enter the name and then select Done.
  2. To add a child location:
    1. Hover over the parent location and then select (Add) on the row.
    2. Enter the name and select Done.
  3. To copy a location:
    1. To highlight the location, select it, and then select Cancel.
    2. On the navigation toolbar, select (Copy)

      Only the selected location, and not any of its children, is copied. The new location is added under the same parent as the copied one.

    3. Edit the name and select Done.