Edit or archive an account location

Find an address on the Account Locations page, open its details, change the address or type, link contacts, and archive or restore it.

In the sidebar, open Accounts, then Account Locations. The page address is /account-locations. Every address for every account is listed here; selecting one opens its details in a panel on the same page.

Before you start

• Anyone who can view locations can open the details. Changing them needs the Update locations permission; archiving needs Archive locations and bringing one back needs Restore locations. Ask your admin if a control described here is missing.

Steps

1. Find the address. Type a street, city or postal code in the search box, or press Filters and narrow by Status (Active or Archived), Type, City or Postal.
2. Select the row. The Location panel opens with the full address at the top and the account it is Linked to just below; Open account takes you to that account.
3. To change the address or type, scroll to the Address & identity section. Change the Type, or type a new address and pick it from the suggestions. Nova saves as you go and shows Saving... then Saved next to the section. If a new address would replace the old one, the Replace address? dialog asks you to confirm first.
4. To fix where the address sits on the map, look under the address: press Move pin (or Set pin on map when there is none yet), drag the pin to the exact spot and confirm. Type coordinates instead takes a latitude and longitude, and Remove pin clears it. A pin you place yourself, or coordinates you type, stay put when you correct the address. A pin found from the old address clears when you change the street, city, region, postal code or country; confirm the new position before relying on it.
5. To link the people who live or work there, open Account location contacts and pick them from the account's contacts. Emails & phones below it holds an email or phone number for the address itself; you usually add those on the contact instead.
6. To archive the address, press Archive at the top of the panel. In Archive this location?, add a reason if it asks for one and press Archive location, or press Keep active to back out.

What you see

• Service Assets in the panel lists the customer's equipment at this address. Track Service Asset adds a new one here; see Track a service asset.
• Location Resources holds the notes, files and portal access for this address.
• An archived address shows an Archived chip at the top of the panel and a Restore button instead of Archive. Restoring asks Restore this location? and finishes with Restore location.
• Reset filters in the filter panel clears everything you set.

If something looks different

• Read only appears at the top of the panel: your role can view locations but not change them.
• Archive is greyed out with a note about unsaved changes: wait for Saved to appear, then try again.
• Couldn't save appears next to the section: press Retry. If it keeps failing, check the address fields for something missing.
• No account locations match these filters. means the search or filters excluded everything; press Reset filters.
• You want a brand-new address instead: see Add an account location.