Locations You can view a customer's location details on the Customer Hub. Locations are listed separately in the customer list. You can create a new location or view an existing location. from the Customer Hub. See Creating a new location.
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Editing locations must be done in Service Management. |
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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:
- Customer Number
- Address ID
- Location Name
- Address 1
- Address 2
- Address 3
- City
- State
- Postal Code
- Contact Person 1
- Contact Person 2
- Phone 2
- Salesperson
- Hold
- Inactive
- Priority
- Division
- Affiliate
- Region
- Branch
- User_Define_1a
- User_Define_2a
- User_Define_3a
- User_Define_4a
- User_Define_5a
- User_Define_6a
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