Site Management

Site searching, creating and updating Site details

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 Sites (Site name), Sites 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 Searching

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 Editing

Site Details tab

This default tab displays all available Site fields.

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.

Site Links - Job History

Attachments tab

The Attachments tab will contain any relevant Site documentation and images. Attachments to sites can be added or removed from this tab.

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.

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

Job Links Tab