Locations are listed separately in the customer list. You can create a new location or view an existing location. Editing locations must be done in Service Management.

Topics on this page:

Creating a new location

You can create a new location for a customer in the Customer Hub window. This information is synced to Service Management.

1. In the Customer Hub window, right-click on the customer. You can use the advanced lookup features to filter and locate customers quickly and more easily by filtering on inactive or bill-only locations, and by rearranging the columns in the lookup window to suit your preferences. If you have global filtering turned on, you will only see those customers in your area.
2. Choose Create New Location for xxx.
3. In the New Customer/Location window, enter the location details, required fields are indicated with a red *** asterisk.
4. Choose Save.

Viewing location details

To view the location details for a customer, choose a customer from the customer details section and then choose the Location tab.

The fields available on this tab include: