Add a Tracker Location

Requirements: Some Interaction Tracker functions are available only if you have the appropriate licenses and security rights. For more information, see Tracker Licensing and Rights.

Locations are associated with Organizations. Locations are typically named for their functions, such as Headquarters, or the city name. You can add new Tracker Locations when you add or modify Tracker Organizations during the contact resolution process. You can also use the Tracker menu to add a Tracker Location at any time.

To add a Tracker Location:

1. Do one of the following:

1. • From the Tracker menu, select Add Location.

   • At the end of the Add a Tracker Organization process, click Add Locations.

   • Add a Tracker Contact. In the Organization page of the Add Contact Wizard, select an Organization. Click the Search control next to the Location text box. From the drop-down list, select Add New Location.

1. • Find a Tracker Contact. In the Search Results page of the Find Contact Wizard, right-click on a contact name and select Properties. In the Properties for Contact dialog box, in the Organization text box, select an Organization. Click the Search control next to the Location text box. From the drop-down list, select Add New Location.

Result: The Add Location Wizard appears.

2. In the Name page, type a Location Name.

3. If the Organization name has not defaulted from a previous screen, click the Search control next to the Organization text box and do one of the following:

1. • Select Advanced Search to Find a Tracker Organization.

   • Select Add New Organization to Add a Tracker Organization.

4. After you have supplied a location and organization name, click Next.

Result: The Business Contact Information page of the Add Location Wizard appears.

Tip: You can type the name of any state or province in the State/Province text box or the name of any country in the Country text box. Click the Phone Number control to validate and format the phone number.

5. In the Business Contact Information page, supply the address information for this location and click Next.

Result: The Addresses page of the Add Location Wizard appears.

Note: Home, Shipping, and Billing are default Interaction Tracker address types. Your CIC administrator can define different or additional address types in Interaction Administrator. If you have any questions about address types, contact your CIC administrator.

6. In the Addresses page, do one of the following:

1. • Click Add to add another address for this location.

   • Select an address in the list and click Edit to change the address information.

   • Select the check box of one of the addresses in the list to designate the default address.

   • Select an address in the list and click Delete to remove the address from this Location.

   • Click Next> to continue creating the location.

Result: The Interaction Addresses page of the Add Location Wizard appears.

Note: An interaction address, or iAddress, is a media-specific, electronic address against which interactions take place. The type of address corresponds to the type of interaction: for example, calls or email messages among other supported interaction types.

7. In the Interaction Addresses page, do one of the following:

1. • Click Add to add another interaction address for this location.

   • Select an address in the list and click Edit to change the interaction address information.

   • Select the check box of one of the addresses in the list to designate the default interaction address.

   • Select an address in the list and click Delete to remove the interaction address from this location.

   • Click Next> to continue creating the location.

Result: The Tracker Attributes page of the Add Location Wizard appears.

8. In the Tracker Attributes page, supply values for any of the displayed Attribute Types and click Next>.

Note: Interaction Tracker enables you to store attributes for contacts, organizations or locations. These attributes can include such information as historical notes about a particular situation, or other significant details. Tracker Attributes are configured in Interaction Administrator. Contract your CIC administrator if you have questions about Tracker Attributes.

Result: The Summary page of the Add Location Wizard appears.

9. In the Summary page, do one of the following:

1. • Click <Back to return to the appropriate page and make corrections.

   • Review your entries and click Next > to save this location information.

Result: The "Add Location Complete!" screen appears.

10. In the Add Organization Complete! page, do one of the following:

1. • Click Add another location. Return to the beginning of this procedure.

   • Click Finish to return to the CIC client.

Related Topics

Find a Tracker Organization