Viewing the Location tab

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