You can manage all physical addresses and contact details linked to your business. You can add new locations, edit existing information, and remove locations that are no longer active. Keeping this data updated ensures accurate location records, improves customer communication, and makes navigation and management of multiple business sites simple and organized.
Follow the step-by-step guide below to manage business locations on the TAAX Pro platform.
Step 1: Navigate to the left side panel, hover over the “Business” section, then click on the “Business Locations” option.
Step 2: The “Business Locations” screen will appear, showing a list of all saved locations with details like address, ZIP code, country, and phone number. You can search, edit, or add new locations from this screen.
Add Location
Creates and stores new business location details in the system. It enables you to input essential information such as address, contact details, and set a default location if required.
Step 1: Click on the "Add Location" button located at the top right corner of the Business Locations table to add a new location.
Step 2: The Add Location window will appear, allowing you to enter details for the new business location. Fill in fields such as address, dependent locality, post town, ZIP code, phone number, and extensions. You can also choose to set this location as the default.
Note: You can set a location as the default by toggling on the "Set as a Default Location" button.
Step 3: After adding the details, click on the “Save” button.
Step 4: After clicking on the “Save” button, a success message will flash on the top of the screen.
Edit Location
Update existing business location details such as address, contact info, and default settings to keep records accurate.
Step 1: Click on the “Edit” button next to the location you want to edit.
Step 2: The Edit Location screen will appear, displaying the complete details of the location currently stored in the system. Here, you can update location details, such as the address, dependent locality, post town, ZIP code, phone number, extensions, or default location setting.
Step 3: After updating the details, click on the “Update Location” button to save your changes.
After clicking on the “Update Location” button, a success message will flash on the top of the screen.
Delete Location
Allows you to remove an existing business location from the system when it is no longer needed.
Step 1: Click on the “Edit” button next to the location you want to edit.
Step 2: The Delete Location screen will appear, displaying the complete details of the location currently stored in the system. Here, you can update location details, such as the address, dependent locality, post town, ZIP code, phone number, extensions, or default location setting.
Step 3: To remove the business location from the system, click on the “Delete Location” button.
After clicking on the “Delete Location” button, a success message will flash on the top of the screen.
Search Location
Search Location helps you quickly find specific business locations by entering keywords such as address, post town, ZIP code, or phone number in the search field.
Step 1: Click on the “Search Locations” field at the top-right corner of the Business Locations table.
Step 2: Enter a keyword (e.g., address, post town, ZIP code, or phone number) into the search field. As you type, the table will automatically filter and display the matching business locations.
Locations Per Page
Locations Per Page lets you adjust the number of business location records shown in the table at once. This makes it easier to browse and manage multiple entries efficiently.
Step 1: Click on the dropdown that shows the number "10" located at the top left of the call log table.
Step 2: Select the desired number of logs you want to display per page (e.g., 10, 25, 50). The table will update automatically to reflect your selection.
