Site Management
Searching and Viewing Sites
To search for existing Sites first click Sites from the navigation pane on the left. You can then use any one or a combination of the available search filter columns including Site (Site name), Site Type, Core Business, Phone (Site Work phone number), or Email (Site Work email address). Each filter will narrow the list of found Sites as soon as text is entered into them. When you have found the Site you are looking for, select it from the list to view its details.
Site History
From v24.10+ quickly go back to sites previously viewed, created, or edited by clicking the Site History button which will show the 15 most recent sites.
Create New Site
To create a new site, simply click the New site button and fill in at least the Site Name, Site Type, and Core Business fields. Fill in any other contact information required and then scroll to the bottom of the screen and click the Save button.
Editing Site Details
After finding and viewing the selected Site you can also edit any of the available Site Details, view and modify Links, add / remove or view Attachments, and view their Job History by clicking the desired tab. Further usage of each tab is described below.
Site Details tab
This default tab displays all available Site fields.
Links tab
The Site’s links tab will display the main entities linked to the site including Clients, Assets and Knowledge base articles. A difference to the Desktop is that job links will appear on the Job History tab instead. Primary entities can be changed, other entities added, or removed from the links tab. From v24.10+ any entities on the Links tab can be multi-selected to be copied as links or removed.
Attachments tab
The Attachments tab will contain any relevant Site documentation and images. Attachments to sites can be added or removed from this tab. View, Download, Rename, and Remove attachments using the right click context menu. Add attachments by either browsing to them using the Select file… button, or by right clicking and pasting them into the area next to the button.
Job History tab
This tab will list open and closed jobs that were logged for this Site. These jobs can be viewed and updated by clicking on them. From v24.10+ multi-select is also available for copying and actioning multiple jobs. These jobs can be pre-viewed and updated by selecting them and using the Action Toolbar above them.
Properties tab
The properties tab contains various meta data and Notes that can be saved to the site profile.
Saving Changes
Once you have made any changes to the person’s details, links, or attachments scroll down to the bottom and click the Save button.
See Also
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