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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 location.

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