Create and Edit Offices

Each Static Campaigns deployment must have at least one office configured. That office must be linked to at least one sales market. Offices can be created and edited.

Note: Offices can manage multiple sales markets. As well, each sales office is required to be linked to an office.

To create or edit an office:

Static Campaigns

  1. Access Admin in the top-left menu, click the Workforce tab, and then the Offices tile.

    2. Offices

    This presents a filter search screen listing all configured teams in your deployment.

  2. To create an office, click the Add button button.

    3. This presents the Add Office dialogue box.

    Add Office

  3. Enter a Name and Code to identify the office.

    4. Additional information that can be entered or selected includes:

    • Additional Name
    • Division
    • Latitude and Longitude
  4. For the office to be selectable for current operations, the Active check box must be enabled.
  5. Contact Section – You can enter information in the following fields for communication:
    • Email
    • Fax Number
    • Phone Number
  6. Click Save changes.

    7. This creates the office record and presents the Basic Info screen.

  7. To edit the office's basic information, click the Edit button icon.
  1. From within the office record, click the Address tab.

    2. Address

    This presents the Address screen.

    Address tab

  2. Click the Add button icon to add an address.

    3. This presents the Add Address dialogue box.

    Add Address

  3. Fill out the following mandatory information for an office address:
    • Type – Headquarter or Mail.
    • Address – Enter the civic address.
    • Town / City – Enter the municipality.
    • Postal Code – Enter the postal/zip code information.
    • Country – Enter the nation state.
  4. If applicable, fill out the following additional information:
    • Additional address information
    • District
    • Latitude and Longitude
  5. Click Save changes.

See Also: