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Location Details

1. To view the location details, choose select a customer in the Customer Hub.
2. Choose Select the Location tab.

3. The following the display-only customer location information is available:

   Columnwidth33%

    

   • Customer Number
   • Address ID
   • Location Name
   • Address 1
   • Address 2
   • Address 3
   • City
   • State
   • Postal Code
   Columnwidth33%
   • Contact Person 1
   • Contact Person 2
   • Phone 2
   • Salesperson
   • Hold
   • Inactive
   • Priority
   • Division
   • Affiliate
   Columnwidth
   33%
   • 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's location. 

   NoteMapping

    Mapping options need to be enabled and set up in Schedule Settings. The customer location

   also needs to

   must 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 Notes and attachmentsAttachments.