How do I edit clients, objects and units?

Important information
Are you unable to perform the following steps? Perhaps you don't have the right role or user type. Please contact your organisation's Administrator or click here to read more about roles & user types.

The basic configuration in Leviy includes customers, objects and units. It is important that you add them in this the order. So first you create the customer, then the objects. If desired, you can add units to an object. Now it may happen that something changes here, for example the address of the object. In this article you will learn how to edit clients, objects and units. 

Click below on the subject you want to know more about:

• Edit Client
• Edit Object
• Edit Unit 
• Edit Clients, Objects & Units via Import

Edit Client

Follow the steps below to edit a customer:

1. Navigate to Organization from the main menu

2. From the left menu, go to Clients

3. Click on the appropriate Customer and click Edit 

4. The data below can be edited: 

a. The Title

b. The Customer number 

c. The Logo

5. Click Save

The customer data has been edited.

Edit Object

Follow the steps below to edit an object:

1. Navigate to Organization from the main menu

2. From the left menu, go to Objects

3. Click on the corresponding Object 

4. Click on the appropriate tab - Basic Information, Location or Contact - and click Edit 

4. The information below can be edited at the following tabs:

a. Basic Information

- Title of the object.

- The object number

b. Location

- The Country

- The Time Zone

- The Longitude and Latitude

- The Street Name

- The House Number

- The Postal Code

- The City

c. Contact Person

- Name of the contact person

- The email address of the contact person

5. Click Save

The object data has been edited.

Edit Unit 

Follow the steps below to edit a unit:

1. Using the menu bar, navigate to the Unit you want to edit

2. Click Edit in the upper right corner. 

3. The data below can be edited:

a. The Title of the Unit

b. The Unit Category

c. The Unit number

d. The text for the QR code 

e. The layouts

f. The Longitude and Latitude

5. Click Save

The unit data has been edited.  

Note
To edit a unit category, that unit category must have been created prior to editing.

Edit Clients, Objects & Units via Import

Clients, objects, and units can also be edited via an import. You follow the steps from: How do I create Clients, Objects, and Units? The import will make adjustments based on the Client, Object, or Unit number. Consider changes such as the title of the Client, Object, or Units, the address for the Object, the unit category, or QR code for the Unit.

Note
For the units import: If the 'Layout' column is filled in, the specified Part for that Layout will be adopted as the new truth for the unit. If no Part is filled in, the Part will be removed. Deleting the entire Layouts column will prevent this.