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- To view the location details, choose a customer in the Customer Hub.
- Choose the Location tab.
- You can view The following the display-only customer location information :is available:
- 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
A map displays the customer location.
Note Mapping options need to be enabled and set up in Schedule Settings. The customer location also needs to have the latitude and longitude information entered in the Location window in Signature.
- You can view and/or add location notes and attachments. See Working with notes and attachments.