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Viewing the Location Tab
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Viewing the Location Tab

Owned by Kimberly Onnen
Last updated: Oct 25, 2024
1 min read

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, select a customer in the Customer Hub.

  2. Select the Location tab.

  3. The following 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

  4. A map displays the customer's location. 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.