# Offices

Maintain office addresses, time zones, and additional fields used by reporting and scheduling.

## Where to find it

Open **Account > Offices**.

Address: `/account/sources/offices`.

## Edit the office grid

Office records are edited inline. Use the pencil for the intended cell, change its value, and press **Enter** or leave the cell to commit; **Escape** cancels. The saved cell is the persistence boundary; there is no separate whole-record save step for every edit. Wait for the saved result or error before changing another field.

## Add and maintain an office

Use **New office** to start a temporary creation row. Enter **Office ID** and the required fields, review Office name, Office address, timezone/location information, Status, and **Test office**, then choose **Create office**. The temporary row is not saved by editing a single cell; **Cancel** abandons it. Use the address-resolve action when needed and verify the resolved location before relying on scheduling or reporting. Setting Retired differs from deleting the office's history.

## Additional fields

**Add column** creates an additional office field through its form. Review the field definition and use it consistently; adding a field is different from filling one office's value. These are Topline office fields, not authority to alter an externally owned CRM schema.

## Recovery

Cancel an unintended cell edit with Escape. If resolving or saving fails, inspect the reported field error and verify the stored value before retrying. Clear filters before creating a duplicate office. A saved address is not proof that all downstream calculations refreshed.

## Related guides

- [Scheduling operations](/docs/scheduling-guide)
- [Reporting tables](/docs/reporting-tables)
