Location groups - save sets of locations and use them everywhere

Location groups let you save a set of locations under a name and reuse it anywhere MX asks you to pick or filter locations: a region, a franchise partner’s branches, the stores in a pilot. They arrive together with a rebuilt location selector, so the picker you see in Locations, Reviews, Touchpoints and Bulk Update is now the same component with the same search, paging and keyboard behaviour.

New

• Private groups. Any member, including viewers, can save the current selection as a group from inside the location selector, then rename it, add or remove the selected locations, or delete it. Only the person who created a private group can see it; owners and admins cannot see other people’s private groups.
• Company groups. Owners and admins manage shared groups under Settings → Company → Location groups: create, rename, edit locations, archive, and share one of their own private groups with the company or make a company group private again. Company groups carry an icon wherever a group name appears, so they are easy to tell from your own.
• Group filters across MX. The Locations list, Reviews, Review analytics, the Touchpoints overview and the Feedback inbox can be filtered to a group, and the filter shows the group’s name. The Locations list also offers “All locations matching” a search, and a New group button to save that set.
• Groups in Bulk Update. The Locations step of a Bulk Update request filters by group and can save the final selection as a group for next time.

Improved

• One selector. Search matches name and address as you type, ignores case and accents, keeps selections across pages and searches, supports Shift-click ranges and Select all on this page, and shows exact counts in a fixed order. Location data is cached per company so the selector opens quickly after the first load.
• Locality column. The Locations list shows each location’s locality and can sort by it.

Good to know

• Groups are available on every plan.
• Groups never change who can see or edit a location. Access still follows company membership and roles.
• A company group name is used once per company, and a private group name once per person. If you share or unshare a group and the name is already taken there, MX asks you to rename it first.
• Archived or removed locations drop out of filters and selections; their history is kept.

Current limits

• A group is a fixed list, not a rule: new locations are not added to it automatically.
• Owners and admins cannot see other people’s private groups.
• Groups add no editing capability except as targets for Bulk Update in Business workspaces.