The Branches feature in Logixx CRM allows administrators to manage multiple company locations within the system. This section provides an organized view of all branches associated with the company, enabling efficient oversight of contact details and operational status.
Navigation
To access the Branches feature:
Log in to Logixx CRM.
Navigate to Admin > Site Setup > Company Setup > Branches.
Branches
The Branches section is structured as a table with the following columns:
Name: The official name of the branch.
Phone: The primary contact number for the branch. This column includes two buttons: one for calling and another for sending an SMS.Address: The physical location of the branch.
City: The city where the branch is located.
State: The state or region of the branch.
Zip Code: The postal code for the branch.
Main Contact: The designated person responsible for the branch.
Contact Email: The email address for the main contact.
Status: The operational status of the branch (e.g., Active, Inactive).
Actions: At the end of each row, there are options to Edit and Delete the branch.
Actions
Users can perform the following actions within the Branches section:
Add a New Branch: Click the Add Branch button located at the top right corner to enter details for a new company location.
Edit Branch Information: Select an existing branch to update its details.
Delete a Branch: Remove a branch from the system if it is no longer needed.
Activate/Deactivate a Branch: Change the branch status based on operational needs.