What are locations?

A location is a name or label for an address field. For example, you might have a "work" e-mail location as well as a "personal" or "home" e-mail location. Locations simply let you name your data. Since your contacts might have locations that are unique to them, such as a school or a satellite office, we let you create and custom name as many locations as you like.

Here are the different address fields that you can attach location names to:

- E-mail

- Website

- Phone

- Mobile

- Fax

- Address

To view contacts' locations

To view contacts' locations

Visit a contact's detail page or the business card pop-up that appears when you hover over a contact's name.

To add, edit, or delete existing locations

To add, edit, or delete existing locations

Click the Edit Contact Information icon in the Contact Information box on a contact's detail page.

To add locations to new contacts

To add locations to new contacts

Use either the full + Add form on the main Contacts tab or use the quick Add New Contact form in the sidebar of any Batchbook page. From the sidebar, click Add more information to create as many locations as you need:

Add Custom Locations

Add Custom Locations

If you want to use custom locations you can!  When adding data to a contact, instead of selecting one of our default locations, just click "add new".  You'll be prompted to type in the name of your new location, save, then use that label for your data.  The custom location will be available as an option from this point forward.  The only way to remove a custom location is to remove all data for all contacts using that location.  So for example, if you create a custom location named "Headquarters", and apply a "Headquarters" phone number to 5 records in your database, only after you delete those 5 "Headquarters" phone numbers will the custom label be removed from the drop down.

Please note: Custom locations are not reportable in Batchbook, unless you set that location as primary for that contact.  In that case reporting for "primary" location data will bring back the custom data.