Locations Feature

The Locations feature is an optional feature, enabled from your settings tab.  Our newest updates to Locations have been built to be flexible to meet many users' needs.  

Locations can be added to the system from the Client, Matter, or Location level.  Locations however are only assigned or associated to at the matter (Project/case), so reporting will only reflect for locations assigned at the matter level. 

Enable Locations

Have the Admin click on their name on the upper blue bar and select Settings from the drop-down

1. Go to the System tab
2. Click the blue Edit Settings button
3. Check the box next to Track Client Locations
4. Click the blue Save button

Once this feature has been selected, you will see a Locations tab on each Client page. A Location may be added by pressing the blue Add Location button. The only required field is the Name: field. This can be anything, though most often used are the name of the City, State, Office, etc.

Add a Location From Client Tab

A location can be added from the client tab, but this is not applying a location to the client.  This simply shows all the locations available in the system. To apply a location to a matter or a time entry, please read further. 

To add a new location from the Client Tab:

1. Once a client is open, navigate to the locations tab
2. Then Press "Add Location"
3. Click the Add Location button
4. And the Name you would like to call the location
5. The rest of the fields are optional. 

Add a Location from a Matter Tab

To add a new location from the Matter Tab:

1. Once the matter is open, press "Edit"
2. Click the next to the location field
3. And the Name you would like to call the location
4. The rest of the fields are optional. 

Add a Location from the Time Entry Screen

To add a new location:

1. Click the next to the location field
2. And the Name you would like to call the location
3. The rest of the fields are optional. 

Apply a Location to a Matter

To apply a location to a Matter:

1. Once the matter is open, press "Edit"
2. Use the dropdown next to location to select the location you would like to apply

Applying a Location to a Time Entry

1. Click the blue Add Time button
2. Enter in standard information (the Matter, Activity, Description, etc.)
3. Choose the location from the drop-down
   1. If you'd like to add a new location from the time entry see below
4. Select the desired location from the drop-down box that appears
5. Click the blue Save button 

Edit Time Entry: 

When adding a location from an existing time entry, press the plus sign to add the new location.  Then close the time entry and reopen to add the new location to the entry.  We will soon have an update to eliminate the need to close and reopen the entry but wanted to provide a workaround until that time.