RB User Guide > Entities > Locations

Searching locations

Find locations directly in your RB database using various search criteria. Before entering a location into the database, check to see if it is already there. See if there are duplicate entries with slightly different names that you can merge together.

  1. Set search criteria

    1. Entities > Locations
    2. In the Search By pane, no specific filter is required, but you must use at least one of the search filters:
      • Location Name or a/k/a
        Enter part of a location’s name or a variation of the name.
      • City

        Enter part of the name of a location’s city.

      • State

        Click lookup button to select a state or states in the Lookup State popup. See Lookup panel.

      • Zip

        Enter the location’s postal/zip code.

      • Location Type

        Click lookup button to select one or more categories of locations in the Lookup Location Type popup. See Lookup panel. Location types and default are set up in Lists > Locations.

      • Tag

        Enter text or click drop-down button to select an existing tag to restrict search to locations tagged with a specific term. Tags are set up in Lists > Locations.

      • Show Active Only

        Default is Yes. Leave as the default if you only want to see locations that you have designated as Active (see Entering general location information). If you want to see all locations, click to select No.

  2. View results

    1. Click search button. All locations that fit the search criteria appear in the results pane.
    2. Click the hyperlinked Location Name (a/k/a) in the results pane to view its details and:
NOTE: Finding locations on the fly

You can look up locations on the fly in any RB function with a Location field. See Looking up locations.

Reference
Step-by-step instructions