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FieldDescription
External ID
  • ID from your source system if your adapter brings over Offices
Name
  • Long name of the office
  • Required
Address 1
  • Office address 1
  • Required
Address 2
  • Office address 2
City
  • Office city
  • Required
State
  • Office state
  • Required
ZIP
  • Office ZIP
  • Required
Phone
  • Office phone
  • Required
Fax
  • Office fax
Report Logo
  • Optional logo file specific to an office location
  • If logo exists for the office, the office logo will be used instead of the global default logo file

 

Warning
titleFireFox Browser

If you are using FireFox there is a known issue preventing the uploading of files. You will need to use a different browser, such as Chrome or Internet Explorer, to perform this function.

Include Name on Reports
  • Indicates if the name of the office will appear on reports as part of the address

 

 

 

 

 

Info

The Global office location is not editable. It is used in certain areas to define a value that is applicable to all office locations at a firm. Certain functionality exists that limits selections of values based on the office location / office that owns and manages the project.