{"id":24223,"date":"2024-06-12T13:30:49","date_gmt":"2024-06-12T11:30:49","guid":{"rendered":"https:\/\/docs.prim.io\/add-edit-a-settlement\/"},"modified":"2024-06-12T13:31:52","modified_gmt":"2024-06-12T11:31:52","slug":"add-edit-a-settlement","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/add-edit-a-settlement\/","title":{"rendered":"Add \/ edit a settlement"},"content":{"rendered":"

Add a settlement<\/h2>\n

You can add a location from the CRM> Settings> Locations menu using the Locations<\/span> button in the third tab.<\/p>\n

\"\"<\/p>\n

You are presented with an interface where you must fill in the fields:
\n\"\"<\/p>\n

  • Code (1)<\/strong>– in free text<\/li>\n
  • Country (2)<\/strong> – from the drop-down menu you need to select the country to which the location belongs.<\/li>\n
  • District (3)<\/strong>– from the drop-down menu you must select the district to which the settlement belongs.<\/li>\n
  • Name (4)<\/strong>– in free text<\/li>\n
  • Postcode (5)<\/strong>– in free text<\/li>\n

    To save your changes, you need to click the Confirm<\/span> button.<\/strong><\/p>\n

    Editing of settlement<\/h2>\n

    By clicking <\/a> at the end of the line, you are taken to an editing interface. The interface has the same fields as the add above, but opens loaded with the data of the location you have selected for editing.
    \nTo save your changes, you need to click the Confirm<\/span> button.<\/strong><\/p>\n

    Replacement of settlement<\/h2>\n

    Replacement is used to manage all kinds of settlements, with replacement uniting one settlement with another. Can be used in settlements that:<\/p>\n

  • are duplicated or entered multiple times <\/li>\n
  • have a misspelled name<\/li>\n
  • are redundant for some reason<\/li>\n

    Clicking <\/a> at the end of the row of the settlement you want to REMOVE opens a replacement interface where you select which settlement you want to replace the wrong one with. <\/p>\n

    To save your changes, you need to click the Confirm<\/span> button.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

    Add a settlement You can add a location from the CRM> Settings> Locations menu using the Locations button in the third tab. You are presented with an interface where you must fill in the fields: Code (1)– in free text Country (2) – from the drop-down menu you need to select the country to which […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":24396,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"\nAdd \/ edit a settlement - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/add-edit-a-settlement\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Add \/ edit a settlement - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"Add a settlement You can add a location from the CRM> Settings> Locations menu using the Locations button in the third tab. You are presented with an interface where you must fill in the fields: Code (1)– in free text Country (2) – from the drop-down menu you need to select the country to which […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/add-edit-a-settlement\/\" \/>\n<meta property=\"og:site_name\" content=\"PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/primioerp\" \/>\n<meta property=\"article:modified_time\" content=\"2024-06-12T11:31:52+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/docs.prim.io\/content\/uploads\/2020\/11\/%D0%B0%D0%B4%D0%B4%D0%BD%D1%81.jpg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/add-edit-a-settlement\/\",\"url\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/add-edit-a-settlement\/\",\"name\":\"Add \/ edit a settlement - PRIM.IO RESOURCE CENTRE\",\"isPartOf\":{\"@id\":\"https:\/\/docs.prim.io\/en\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/add-edit-a-settlement\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/add-edit-a-settlement\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/docs.prim.io\/content\/uploads\/2020\/11\/%D0%B0%D0%B4%D0%B4%D0%BD%D1%81.jpg\",\"datePublished\":\"2024-06-12T11:30:49+00:00\",\"dateModified\":\"2024-06-12T11:31:52+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/add-edit-a-settlement\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/add-edit-a-settlement\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/add-edit-a-settlement\/#primaryimage\",\"url\":\"http:\/\/docs.prim.io\/content\/uploads\/2020\/11\/%D0%B0%D0%B4%D0%B4%D0%BD%D1%81.jpg\",\"contentUrl\":\"http:\/\/docs.prim.io\/content\/uploads\/2020\/11\/%D0%B0%D0%B4%D0%B4%D0%BD%D1%81.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/add-edit-a-settlement\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.prim.io\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Prim.IO Resource Centre\",\"item\":\"https:\/\/docs.prim.io\/en\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Modules\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"CRM\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/\"},{\"@type\":\"ListItem\",\"position\":5,\"name\":\"CRM settings\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/\"},{\"@type\":\"ListItem\",\"position\":6,\"name\":\"Locations\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/\"},{\"@type\":\"ListItem\",\"position\":7,\"name\":\"Add \/ edit a settlement\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.prim.io\/en\/#website\",\"url\":\"https:\/\/docs.prim.io\/en\/\",\"name\":\"\u0423\u043f\u044a\u0442\u0432\u0430\u043d\u0435 \u043d\u0430 \u043f\u043e\u0442\u0440\u0435\u0431\u0438\u0442\u0435\u043b\u044f PRIM.IO\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/docs.prim.io\/en\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.prim.io\/en\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/docs.prim.io\/en\/#organization\",\"name\":\"PRIM.IO\",\"url\":\"https:\/\/docs.prim.io\/en\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png\",\"contentUrl\":\"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png\",\"width\":512,\"height\":512,\"caption\":\"PRIM.IO\"},\"image\":{\"@id\":\"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/primioerp\",\"https:\/\/www.linkedin.com\/showcase\/primioerp\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Add \/ edit a settlement - PRIM.IO RESOURCE CENTRE","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/add-edit-a-settlement\/","og_locale":"en_US","og_type":"article","og_title":"Add \/ edit a settlement - PRIM.IO RESOURCE CENTRE","og_description":"Add a settlement You can add a location from the CRM> Settings> Locations menu using the Locations button in the third tab. You are presented with an interface where you must fill in the fields: Code (1)– in free text Country (2) – from the drop-down menu you need to select the country to which […]","og_url":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/add-edit-a-settlement\/","og_site_name":"PRIM.IO RESOURCE CENTRE","article_publisher":"https:\/\/www.facebook.com\/primioerp","article_modified_time":"2024-06-12T11:31:52+00:00","og_image":[{"url":"http:\/\/docs.prim.io\/content\/uploads\/2020\/11\/%D0%B0%D0%B4%D0%B4%D0%BD%D1%81.jpg","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/add-edit-a-settlement\/","url":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/add-edit-a-settlement\/","name":"Add \/ edit a settlement - PRIM.IO RESOURCE CENTRE","isPartOf":{"@id":"https:\/\/docs.prim.io\/en\/#website"},"primaryImageOfPage":{"@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/add-edit-a-settlement\/#primaryimage"},"image":{"@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/add-edit-a-settlement\/#primaryimage"},"thumbnailUrl":"http:\/\/docs.prim.io\/content\/uploads\/2020\/11\/%D0%B0%D0%B4%D0%B4%D0%BD%D1%81.jpg","datePublished":"2024-06-12T11:30:49+00:00","dateModified":"2024-06-12T11:31:52+00:00","breadcrumb":{"@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/add-edit-a-settlement\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/add-edit-a-settlement\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/add-edit-a-settlement\/#primaryimage","url":"http:\/\/docs.prim.io\/content\/uploads\/2020\/11\/%D0%B0%D0%B4%D0%B4%D0%BD%D1%81.jpg","contentUrl":"http:\/\/docs.prim.io\/content\/uploads\/2020\/11\/%D0%B0%D0%B4%D0%B4%D0%BD%D1%81.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/add-edit-a-settlement\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.prim.io\/en\/"},{"@type":"ListItem","position":2,"name":"Prim.IO Resource Centre","item":"https:\/\/docs.prim.io\/en\/"},{"@type":"ListItem","position":3,"name":"Modules","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/"},{"@type":"ListItem","position":4,"name":"CRM","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/"},{"@type":"ListItem","position":5,"name":"CRM settings","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/"},{"@type":"ListItem","position":6,"name":"Locations","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/locations\/"},{"@type":"ListItem","position":7,"name":"Add \/ edit a settlement"}]},{"@type":"WebSite","@id":"https:\/\/docs.prim.io\/en\/#website","url":"https:\/\/docs.prim.io\/en\/","name":"\u0423\u043f\u044a\u0442\u0432\u0430\u043d\u0435 \u043d\u0430 \u043f\u043e\u0442\u0440\u0435\u0431\u0438\u0442\u0435\u043b\u044f PRIM.IO","description":"","publisher":{"@id":"https:\/\/docs.prim.io\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.prim.io\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/docs.prim.io\/en\/#organization","name":"PRIM.IO","url":"https:\/\/docs.prim.io\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/","url":"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png","contentUrl":"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png","width":512,"height":512,"caption":"PRIM.IO"},"image":{"@id":"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/primioerp","https:\/\/www.linkedin.com\/showcase\/primioerp"]}]}},"_links":{"self":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/24223"}],"collection":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/comments?post=24223"}],"version-history":[{"count":1,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/24223\/revisions"}],"predecessor-version":[{"id":24399,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/24223\/revisions\/24399"}],"up":[{"embeddable":true,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/24396"}],"wp:attachment":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/media?parent=24223"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}