Classify a location

You identify and characterize locations with classifications. When you classify a location, you can use the classification and, where appropriate, the attributes, to search for records.

To classify a location:

  1. From the List tab of the Locations (SP) application, select the location that you want to classify.

  2. On the Specification tab, next to the Classification field, click Detail Menu and select Classify  to specify a classification.

  3. In the Classify dialog box, expand the classification hierarchy for any node by clicking Show Children  . The next level of nodes in the classification path you selected is displayed.

  4. To select a classification level and return to the record, click Select Record . The classification path, from the top level to the node you selected is added to the field. When you select a classification, one or more attributes might be copied to the Specifications table window.

  5. Optional: Click New Row to add attributes to the location specification.

Tip: When you associate a primary customer with a location that has a classification, other attributes might become available. You can click Select Attributes to add the new attributes to the specification.

  1. Click Save .

See also

Location classifications