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--- location_view [2018/03/20 17:13] – lisa.maloney
+++ location_view [2018/12/03 20:25] (current) – lisa.maloney
@@ Line 13: / Line 13: @@
 This will open up a view of the selected location. Location information is located at the top.  Other information, such as Contacts, Opportunities and Tasks, can be viewed, added and edited within their corresponding tabs.
-{{:pasted:20180319-162241.png}}
+{{:pasted:20181203-201025.png}}
 -----
 __New, Edit and Delete Location__
@@ Line 117: / Line 117: @@
 Click Save after entering the data and the task information will display on the Tasks grid.
+If the Task has both a Due Date and a Status of Incomplete, it can be linked to the calendar of the Account Representative for the location.  See the section on Setting Up Task Calendars for more information on displaying Tasks on calendars.
 To Edit an existing record, select the record in the grid, click the Edit button and make any necessary changes.  Click Save to save the changes or click Close to close the Task Information popup without updating any information.
@@ Line 124: / Line 126: @@
 To Delete a record, either Edit the record and click the Delete button within the popup or select the row and click the Delete button at the bottom of the screen.
 -----
+**Notes & Attachments**
+To add Notes and/or Attachments to a Location, click Add on the Notes & Attachments grid.
+{{:pasted:20180326-140315.png}}
+The Note Editor allows text to be entered and one to many attachments linked to that one note.  Add a note, or copy and paste from another source.  These notes can be formatted using any of the options displayed at the top of the note section.
+To add attachments there are a couple steps.
+. Click the Add Attachment button located at the bottom of the popup in the Action Bar section.  An Upload File button will appear in the Attachment section.
+. Click Upload File to select a file.
+If there are additional files that need to be added, click Add Attachment then select Upload File to add another attachment.
+{{:pasted:20180514-105157.png}}
+Once the notes and attachments are added, click Save.  The text will display in the Notes & Attachments grid as it was formatted in the Note Editor.  The attachments column will display a count of attachments associated with the note.
+{{:pasted:20180514-105312.png}}
+To cancel the action, click the Close button.
+Both the notes and attachment fields are optional.  A note can be added without an attachment or an attachment can be added without a note.
+To remove an attachment, click the trash can icon.
+The First and Last Name of the user who entered the note and/or attachment will display in the grid along with the date and time it was added and count of attachments on the note.  To view a note or attachment, double click the row in the grid.  Click the Download hyperlink to view the attachment.
+{{:pasted:20180326-141035.png}}

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