This section discusses how to manage client information in the Location tab, including how to create and maintain client addresses.
Creating and Editing Client Locations
To manage client address information, select on the Location tab in the Client Record.
From here you can add a new address by two methods.
If your current location is what you want to record, select the locating arrow at the top right corner of the screen. This feature will then use Google Maps to determine your location based on your GPS location.
Note: In order for this feature to be successful, Location Services must be turned on for the device you are using to enter client data.
After selecting the locating arrow, the location is then auto-filled in the Field Interactions section of the screen. This feature is particularly helpful when you are in the field and need to enter your current location.
For client confidentiality reasons, this section hides the collected location at default. Click the Show link to expose the data. Locations collected using this method are marked with a yellow location pin.
You can also add an address by clicking the Add Address link in the top right corner of the Location tab.
This will open the Client Location screen, where you can enter the address information.
Note: When the Status box is checked, it is considered an Active address, otherwise it is Inactive
Client Location Distance to Agency
Once an address is uploaded with a valid zip code, the Location tab will show all active addresses plotted on the Map. The blue pin indicates the address of your Agency in relation to the plotted addresses.
The view of the map can also be changed from Satellite to Map if you prefer one over the other.
You can view the existing and previous addresses, or edit an address by clicking on Edit to the left of the existing address.