The options in the left-hand menu of the Locations screen provide the functionality to manage and create new contacts from a Location.
The following options are outlined in the table below:
Option | Description |
This enables the Location to be moved to a different Organisation in the Address Book. To use this functionaltiy, certain permissions are required. | |
This enables two Locations at any Organisations in the Address Book to be merged into one Location. To use this functionaltiy, certain permissions are required. | |
This enables users to view how the Address will be displayed in Correspondence. To use this functionaltiy, certain permissions are required. | |
Generate Applicant | This enables an Applicant/Inventor/Licensee contact to be created from the Location.
Please see ‘Create Applicant/Inventor and Licensee Contacts’ for more information. |
Generate Inventor | |
Generate Applicant/Inventor | |
Generate Licensee |