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Settings/Places - adding and viewing Places
Settings/Places - adding and viewing Places

Add and view places

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Written by Leanne Munt
Updated over 6 months ago

Places allow locations to be added to Essentials then linked to an existing person record (not mandatory) so address and other details can be found for reporting.
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To add a new place select Add Place
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  • Place Name - Enter a name that is a unique to the place - mandatory

  • Type - drop down box - select a Place type - mandatory

    • Other

    • Property

    • Town

    • Track - When Track is selected, an additional drop-down box is displayed so an existing racecourses can be linked to the place - not required
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    • Stable

    • Port

  • State - indicate the state, county, province the place is in

  • Country - country the place is located in

  • Nickname - user name for the place

  • Person Link - drop down box - the place can be linked to a person record so contact details and address can be retrieved for reporting purposes. Best practice is to create all required People records before creating Places so the record can be linked to the place. If the person record does not exist, select Add Person to create the new person record.


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