There are two types of location types within the system, and the Location Types feature allows you to configure both of those elements. When a master data (ODS) record is created for an organisation, person and so on, you can create a variety of different address types. For example, an organisation may have a central record that has a billing address, correspondence address, and head office address.
When the master data record is applied to an individual work type in a participant role (e.g. the organisation is a client on a particular piece of work) the system allows you to specify certain address location types that this participant should or could have.
For example, our organisation may have a central address specified as 'Head Office' on its master data record. When that organisation is used as a client on a particular work type, we may wish to use the head office address as the 'Invoice address'. This model allows you to store central data and then use that information in different ways across various work.
This example shows a master data record with a correspondence and DX address specified:
This example shows the same ODS record being used for a participant where the DX location is being specified as the primary correspondence address:
Feature Configuration
Access this global feature at Launchpad > Open Admin > Integrations > Global Features. Search for location.
Location Item Types (Used on Master Data Records)
The global configuration will list the existing location item types in the system.
Additional location types can be added using the Add Location Type button. For each location item type, you can specify a default display name, whether the location type is active or not (available for user selection), and for which types (organisations, people etc.) the location type can be used. Location types for properties and incidents can also be configured here.
Location Type Option Set (Used on Participants)
The global feature configuration gives you quick access to the location type option set. This is used to define the list of location types that are available when setting up a participant role. This list is maintained as per a regular option set. Once configured, the values in this list are available for selection when setting up a participant role - this will indicate which location types should or must be set when creating a new participant. For example, when adding a client to a work type, the user must always specify a correspondence address.
How to set the default map location in ShareDo
When adding a location in ShareDo, a default location is shown in a Google map view. You can change this default map location by following these steps:
- In the Location global feature settings, select the burger menu of the location type to set and click Edit, e.g., Correspondence. The Manage Location Type blade opens.
- Click on the Aspects Nav bar and edit the Map aspect.
- Enter the latitude and longitude of your preferred default location (you can find the location outside of ShareDo in Google Maps and copy/paste the coordinates here).
- Click the tick at the top of the blade to save, then click Save in the Aspects Editor blade, and Save/Save & Close in the Manage Location Type blade to finish.
How or why would you use this? It is useful, particularly in property or incident transactions, because you can actually see the map's location. You can open the map in full-screen mode, switch it to satellite mode, and see the details of the site.