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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 from the Customer Hub. See Creating a new locationNew Location.

Note

Editing locations must be done in Service Management.

Viewing location details

  1. To view the location details, choose a customer in the Customer Hub.
  2. Choose the Location tab.
  3. The following the display-only customer location information is available:

    Column
    width33%
    • Customer Number
    • Address ID
    • Location Name
    • Address 1
    • Address 2
    • Address 3
    • City
    • State
    • Postal Code
    Column
    width33%
    • Contact Person 1
    • Contact Person 2
    • Phone 2
    • Salesperson
    • Hold
    • Inactive
    • Priority
    • Division
    • Affiliate
    Column
    width33%
    • Region
    • Branch
    • User_Define_1a
    • User_Define_2a
    • User_Define_3a
    • User_Define_4a
    • User_Define_5a
    • User_Define_6a
  4. 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.

  5. You can view and/or add location notes and attachments. See Working with notes and attachments.