View, Add, Update Account Locations and Addresses

Account Location - View, Modify, Add

Go to Account Explorer> Locations

Look to see if the Location already exists (View)

If it DOES exist

Note the “Code” of that Location for easy reference later



How to Update an EXISTING Location (Modify)
Select the Location you wish to update
Make the changes you wish to see, in the body
Validate and Assign Jurisdictions (If you have licensed Melissa Data or Vertex O)
Save



See your updates



If it does NOT Exist, How to Add an New Location
Click New Location
Populate the Data(remember to add a Code)
Validate and Assign Jurisdictions (If you have licensed Melissa Data or Vertex O)
Save
​

           

See your new Location

         


    • Related Articles

    • Equipment Location - View, Modify, Add New

      Go to Contract Explorer>Equipment Go to Locations tab How to Choose a different, EXISTING Location for a piece of equipment Choose the piece of Equipment you wish to update Click the box next to Location (Magf Choose the Address you wish to use Click ...

    • ASPIRE Change Tracking

      See attached document for complete details. This document will identify the areas within ASPIRE that track changes to particular parts of a contract or account. Table of Contents Contract Changes Equipment records’ History tab Collateral records’ ...

    • Changes to Illinois and Maine Sales and Use Tax Assessment starting January 1, 2025 - Overview and Guide to Changes

      **LTi are not tax experts. Below is the information gathered via the ELFA and supporting documents from the State of Illinois and Maine. The instructions that follow are our best attempt at complying with these change as best as we understand them. ...

    • Automation and Contract Profiles Training

      Please see the attachments for detailed information, recording available from within the Vimeo weblink NOTE: As of October 1, 2025, ), the LiquidCredit integrations for both ASPRIE v4 and ASPIRE v5 will no longer be supported due to a change in ...

    • Add Section to Account Summary Page

      Question: User would like to add a Broker section to their Account Summary page. Answer: 1. Access Administration > Configurable Forms 2. In Tab Templates, locate the Account Summary form and click Edit. Note, if this does not exist: Check Show ...