Creating geography records

You create geography records to represent the places where your organizations are located. You specify information to help you manage your business in those geographic areas.

About this task

The type of information that you specify when you create geography records varies depending on the type of geography record that you are creating.

Procedure

  1. Select Portfolio > Geography.
  2. In the hierarchy, click Geography.
  3. Click New and select the type of geography record that you are creating.
    For example, enter the city name if you are creating a city record.
  4. On the General tab, specify a name for the geographic area.
  5. Enter an ID for the geography record. If you do not specify an ID, a unique ID is generated when the geography record is saved or activated.
  6. Specify other details about the geographic area as appropriate.
    To ensure that images are displayed properly in query results, tt is recommended that you do not upload image files that are larger than 2MB.
  7. Click Create Draft.
  8. Save the geography record.

What to do next

You can proceed to enter more details about the geographic area on the General tab and on the other tabs, and you can activate or save and close the location. You can add more geography records to the hierarchy and then you can proceed to set up the portfolio data for these geographic areas.