Organization - Regions
  • 15 Jul 2022
  • PDF

Organization - Regions

  • PDF

Regions Search List Screen

As a client, you can divide and organize their companies by geographical distinctions - branches, regions, and districts. The Regions Search List screen enables you and regional managers the option to create and configure regions to best meet the business needs of your company. Branches can be a subset that exists within a region.


Notable Information
Navigate to the Regions Search List Screen by going to Organization and select Regions.
image.pngPreviously, Regions could be found under the Organization menu as Manage Regions.
Branches, Regions, and Districts belong to the Organization menu category.
Export to PDF can be accessed by first navigating to Print Screen from the More menu and then scrolling to Save as PDF from the Destination field and clicking Save
1. Search for individual regions. 
2. Advanced Search functions (filter, display, sort, and group information) are now located on the same screen.
3. Add a New region category.
4. The following options can be accessed under the More menu: Save As My Default, Reset Advanced Search, Print Screen, Export to Excel (Current View), Export to Excel (All View).

Region Details Screen

You can customize a region by either creating a new one or by selecting an existing one from the branch search list screen to modify. Click here to view more details.

Screen Sections

Basic DetailsInvoicing
Add and change contact and address information.Designate invoicing parameters that appear on customer emails from here if they are not already configured at the branch level.
Notable Information
All region sections are located on the same screen and not in separate tabs.
Save modifications using the Save button at the top of the screen.

Basic Details


Notable Information
All address fields will be noted as Primary.
Drop-down fields can be cleared out by selecting the X beside the drop-down icon.



Notable Information
The Invoice Email Body and Invoice On Completion Description text boxes are no longer pop-up fields and are fixed to the screen. Changes made within these fields can be saved along with any other changes and modifications that are made on the Branch screen.
1. Reset text format.
2. Search and insert a token into the Invoice Email Body text box by clicking on the search icon.
3. Maximize and minimize your text box.
4. Search and insert a token into the Invoice Email Subject field by clicking the search icon.