Contact locations
What it does
Add a location for each branch or depot an organisation contact trades from, with its own address and people. The Locations card on an organisation contact lists them. A person has no locations and no Locations card.
Create Location opens a form.
| Field | What it takes |
|---|---|
| Name | The site’s name |
| Description | A description of the site |
| Email, Phone | The site’s email and phone |
| Reference | Your reference for the site |
| Status | Active or Archived |
| Addresses | A billing address and a shipping address for the site |
A location’s page shows those details and a Linked Contacts card.
- Add Contact searches your contacts and links one to the site. Select Create new contact at the top of that search to add a missing person in a new tab.
- To unlink people, tick their rows and choose Unlink from the bar.
- Edit is in the header, and More Actions holds View Audit History, View Bulk Activity and Trash.
- Locations also have a notes timeline.
- The header shows who else has the page open, and their saves appear as they happen. See who else is on a record says more.
- Save keeps changes someone else made to other fields while you edited. Where you both changed one field, Lucrii asks which to keep. See who else is on a record says more.
To delete several locations at once, tick their rows in the Locations card on the contact and choose Delete from the bar.
Contact locations and stock locations are different. Lucrii numbers them separately. An MCP tool that asks for a contact location id refuses a stock location id.
Before you start
- You cannot undo deleting one or several locations. Lucrii asks you to confirm first.
- Deleting more than 25 locations or unlinking more than 25 people asks you to type the number first.
- Tags on a contact gives the limits on tags.
Each field stops at its limit as you type or paste. Creating a contact gives the address limits and how Lucrii refuses a longer value.
| Field | What it takes |
|---|---|
| Name | Up to 255 characters |
| Reference | Up to 100 characters |
| Description | Up to 10,000 characters |
| Up to 254 characters | |
| Phone | Up to 32 characters with the country code |
How to use it
- Open an organisation contact and find the Locations card.
- Select Create Location.
- Give the site a name and an address, and leave the status as Active.
- Select Create.
- On the location’s page, select Add Contact and link the people who work there.
Create and Save stay at the top of the page, and leaving with unsaved changes opens Discard Changes, as Creating a contact describes.
Related
- The contact page, editing and deleting: Open a contact’s page to see its details, addresses and files, then edit or delete it.
- Notes on a contact: Keep notes and files about a contact or contact location on its timeline.
- The contacts list: Search one table of the people and organisations you buy from and sell to.
- Audit history on a record: Read a record’s audit page to see who changed what and when, with values before and after.
Changes
- Create and Save at the top of each record’s form - 2026-10-23
- Saving beside other people - 2026-10-23
- See who else is on a record - 2026-10-23
- Bulk actions on contact locations and linked contacts - 2026-10-16
- Bulk actions with Hermes - 2026-10-16
- Bulk Activity for one record - 2026-10-16
- Confirming a delete - 2026-10-16
- Field lengths and tag limits - 2026-10-16
- Creating a contact from a picker - 2026-09-30
- Help pages for every feature - 2026-09-30