The purpose of this article is to help you understand how to:

  • Set up name based locations

 

Getting started

 

To set up "Name-Based" locations you will go to:

Settings >

 

Industries >

 

Your Industry >

 

Settings >

 

Form Settings >

 

Action Column click the "Options" dropdown >

 

Edit >

 

"How would you like the system to manage your locations?" >

 

Name-based >

 

Click the blue "Save" button.