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Overview

A location is a place your team takes calls for — a branch, an office, or a logical grouping like “Head Office”. Endpoints sit on a location × department pair, so a business with three branches and three departments has nine possible endpoints. A location can exist without an address (e.g. “Remote/Head Office”). The Locations tab — “Physical or logical places used by endpoint routing.” — is a table with the columns Name, Address, Email, Timezone and Default schedule. You edit every value in place: click a cell, change it, and press Enter or click away to save. Add location adds a new row to fill in the same way.

Fields


Address

Click the Address cell (it reads Add address when empty) to open the address editor: Save is enabled once the address is complete: for Australia, street, suburb, state and a four-digit postcode; elsewhere, street, city / town, postcode and country.

Placement

Location routing measures the distance from the caller to each location, so each location’s address needs a point on the map. The address editor tells you how it will be placed:
  • “Placed from the address lookup.” — you picked the address from the lookup, so its exact position is known.
  • “Will be placed at the centre of the suburb and postcode.” — an Australian address typed by hand is placed at the centre of its suburb.
  • “Only Australian addresses take part in distance routing.” — addresses in other countries are never placed.
An address with no position shows a red Not placed tag in the table: “No coordinates: excluded from distance routing. Re-pick the address from the lookup or check suburb, state and postcode.” A location that isn’t placed is left out of distance routing, but it still works for every other kind of routing.

Deletion

Click the delete button on a location’s row and confirm (“Delete “<name>”? This cannot be undone.”). A location with active endpoints cannot be deleted — you’ll see Cannot delete a location with active endpoints — until those endpoints are removed or reassigned.

Next Steps

  • Departments — The other half of an endpoint’s location × department pair
  • Endpoints — Create a transfer destination on this location
  • Location Routing — How placed locations are used to route callers by distance