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Regions, branches, and branch contacts

The hierarchy is Client → Region → Branch → Site. Create a region before its branches, and create a branch before assigning sites or branch contacts.

Regions

Choose an existing region or Add New Region. Enter the required region name and optional contact name, phone, and email, then select Save Region Settings.

Selecting an existing region exposes Delete Region. The current implementation deletes immediately without a confirmation dialog. Do not delete a region until all branches and other references have been reviewed or reassigned.

Branches

  1. Choose the region.
  2. Choose an existing branch or Add New Branch.
  3. Enter the required branch name.
  4. Optionally enter address, city, state, ZIP, contact name, phone, email, and branch number.
  5. Review the branch-contact roster.
  6. Select Save Branch Settings.

A region is required. Branch changes and the staged contact roster are saved together.

Selecting an existing branch exposes Delete Branch. It currently deletes immediately without confirmation. First move or clear sites that reference it and record its contact roster.

Branch contacts

Select Add Contact or use a row's action menu to edit. First name, last name, and title are required, and at least an office or mobile phone is required. Extension and email are optional.

Editing or adding updates only the on-screen roster until Save Branch Settings. Remove marks an existing contact for deletion; Undo Remove reverses that mark before saving. Closing the dialog or switching client without saving discards staged roster changes.

Warning

A successful hierarchy save does not verify that every site points to the intended branch. Review affected sites after moving, renaming, or deleting hierarchy records.