The Offices tool allows admins to create, update, and manage office records that represent the firm’s physical locations.
This article explains how to create new offices, edit existing ones, and deactivate offices when they are no longer in use.
how to create a new office
To create a new office, follow these steps:
1. Click + NEW OFFICE.
2. Enter an office Name.
3. Select a Time Zone.
4. (Optional) Enter additional information:
- Email
- Office Type
- Phone
- Address
- Linked Entities
- Assign Tags
5. Click CREATE.
The new office will appear in the offices table.
13 STEPS
1. To create a new office, follow these steps.
First, click + NEW OFFICE.
2. The Office builder will open.
3. Next, enter the office Name.
4. Then, enter an Email.
5. Select a Time Zone.
6. Select a Office Type.
7. Enter a Primary Phone.
8. Enter a Primary Address.
9. Enter Other Addresses.
10. Select Linked Entities.
11. Assign tags.
12. Once you’re done, click CREATE.
13. The new office will then appear in the Offices table.
Here's an interactive tutorial
https://www.iorad.com/player/2677444/offices---how-to-create-a-new-office?iframeHash=watchsteps-1&lang=en
how to edit an office
To edit an existing office, follow these steps:
1. In the Office Name column, locate an office to edit.
2. Click the office name.
The New Office editor opens.
3. Update any of the fields.
4. Click SAVE.
The changes are applied immediately and reflected in the offices’ table.
5 STEPS
1. To edit an existing office, follow these steps.
First, in the Office Name column, locate the office you want to edit.
2. Next, click the office name.
3. This opens the Office editor, where you can update any of the available fields.
4. Once you’re done, click SAVE.
5. Your changes are applied immediately and reflected in the Offices table.
Here's an interactive tutorial
https://www.iorad.com/player/2677455/offices---how-to-edit-an-office?iframeHash=watchsteps-1&lang=en
how to deactivate an office
To deactivate an active office, follow these steps:
1. In the Office Name column, locate an office to deactivate.
2. Click the office name.
The Office editor opens.
3. Click DEACTIVATE.
4. In the pop-up message, click YES, DEACTIVATE OFFICE.
The office will be hidden from the offices table and will no longer be available for active use.
6 STEPS
1. To deactivate an active office, follow these steps.
First, in the Office Name column, locate the office you want to deactivate.
2. This opens the Office editor.
3. From there, click DEACTIVATE.
4. Click YES, DEACTIVATE OFFICE.
5. Once deactivated, the office is hidden from the Offices table and is no longer available for active use.
6. You can always reactivate an office if needed.
Here's an interactive tutorial
https://www.iorad.com/player/2677468/offices---how-to-deactivate-an-office?iframeHash=watchsteps-1&lang=en
All offices are active by default when created.
Deactivated offices are hidden from the offices table but remain in the system for historical and reference purposes.
Office information can be updated at any time while the office is active.
how to activate an office
To activate a deactivated office, follow these steps:
1. Click on the filter button.
2. In Column select Active.
3. In Operator select is.
4. In Value enter No.
5. In the Office Name column, click the entity name.
The Office editor opens.
6. Click REACTIVATE.
7. In the pop-up message, click YES, REACTIVATE OFFICE.
The office will appear on the offices table.
9 STEPS
1. To activate a deactivated office, follow these steps. First, click the Filter button.
2. In Column, select Active.
3. In Operator, select is.
4. In Value, enter No.
5. Next, in the Office Name column, click the office name that is deactivated.
6. This opens the Office editor.
7. Scroll down and click REACTIVATE.
8. In the confirmation message, click YES, REACTIVATE OFFICE.
9. Once reactivated, the office will appear in the Offices table and be available for active use.
Here's an interactive tutorial
https://www.iorad.com/player/2677477/offices---how-to-activate-an-office?iframeHash=watchsteps-1&lang=en
