Editing Locations - Global and Client

Editing Locations

After you’ve added all your locations into your MainEvent site, it’s possible there may come a time that you need to make some small changes to an existing venue. You may need to edit something, so let’s see how that all works, shall we?

Global Locations

Locations can exist on two levels on MainEvent - Global and Client. First, let’s look at editing the Location on the global scale. To get started, click Locations in the global navigation menu.

This will automatically navigate you to the Global Locations Index. From there use filters, quick search or just scroll to find the location entry that needs editing. Click Edit (the wrench icon).

Now you’re looking at the Global Location Summary page. At the top, the location details section will list all the expected address information. Further down, you’ll see any available Location Variables and Custom Fields.

Let’s start with the details. The first field you’ll come upon is the Location Name. This can be the business name or whatever you refer to the place as. Keep it as globally applicable as possible so that people searching for the location by name will be able to find it.

The next two fields are Parent Location Chain and Location Chain. These drop down select fields will only have options if these fields have been completed in the Locations section of the Global Admin. If you look and don’t see anything available here, your program probably isn’t using this feature. Parent Location Chain and Location Chains are used to differentiate between larger corporate entities and their smaller subsidiaries (ie. Parent Location Chain = Walmart, Location Chain = Sam’s Club, Walmart Superstore, Neighborhood Market). If you’re editing an independent restaurant, these fields are unlikely to apply even if your program does have them enabled.

Then we get to the standard address information. Address 1, Address 2, City, State/Province, Zip, and Country. Fill these out as fully as you can so that users searching for the location have increased odds of finding it.

Now we’re done with the details, we can move on to the custom fields. First up will be Location Variables (if your program is using them). Location Variables are assigned to a location and also to a recap. Assigning a location variable to a location will allow you to ask location-specific questions on recaps that will only appear for events held at locations with the variable assigned. You might have questions for a sampling program and have different questions if that location is a grocery store vs. a liquor store, for example so your location variable might indicate a liquor store. You might have chain-specific questions, so a variable might indicate that the location is a Walmart or a Kroger.

Whatever your variables may be, editing them on the location summary will always be the same. You can either make the variable active by clicking the checkbox next to it, or inactive by unchecking the checkbox.

After you’ve made any needed adjustments to the Location Variables, you’ll see a list of Venue Custom Fields listed by client. All active venue custom fields for all clients will be listed in alphabetical order. Respond as needed to any custom fields you may need to edit.

When you’ve made all necessary updates and edits to the location, click Save at the bottom left of the page.

Client Locations

Now, maybe you don’t want to edit the Global Location summary. Perhaps you don’t have access or perhaps you need to edit something you can’t get to from that page. Let’s have a look at editing from the client level as well to see how it’s done and what the difference is.

To get started, click Locations in the navigation menu and select View Locations.

This will bring you to the Client Location Index. From there use filters, quick search or just scroll to find the location entry that needs editing. Click Edit (the wrench icon).

Now cast your eyes upon the client Location Summary page. As with the global summary page, the uppermost section is the Location Details. Name, Chain info, Address 1, Address 2, City, State/Province, Zip, and Country.

The next section is where you’ll first see the difference between this client level summary and the global summary. Locations on the client level are assigned a market and a location type and that’s what you can change here. The dropdown fields will allow you to choose any active Markets or Locations Types.

Next, you’ll see a list of any available Location Variables for this client. Location Variables are assigned to a location and also to a recap. Assigning a location variable to a location will allow you to ask location-specific questions on recaps that will only appear for events held at locations with the variable assigned. You might have questions for a sampling program and have different questions if that location is a grocery store vs. a liquor store, for example so your location variable might indicate a liquor store. You might have chain-specific questions, so a variable might indicate that the location is a Walmart or a Kroger.

Whatever your variables may be, editing them on the location summary will always be the same. You can either make the variable active by clicking the checkbox next to it, or inactive by unchecking the checkbox.

Finally, you’ll see the Location Custom Fields. Respond according to the field type (integer, text, select, multi-select, etc) as needed.

Once you have made all necessary edits, click Save at the bottom left of the page.