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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
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from the Customer Hub. See Creating a new location.
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Editing locations must be done in Service Management. |
Topics on this page:
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Creating a new location
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Viewing location details
- To view the location details, choose a customer in the Customer Hub
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- .
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- 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.
- Choose Create New Location for xxx.
- In the New Customer/Location window, enter the location details, required fields are indicated with a red *** asterisk.
- 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.
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- Choose the Location tab.
- You can view the display-only customer location information::
- 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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- You can view and/or add location notes and attachments. See Working with notes and attachments