Schedule 2019 (3.0)
Breadcrumbs

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 NumberAddress IDLocation NameAddress 1Address 2Address 3CityStatePostal CodeContact Person 1Contact Person 2Phone 2SalespersonHoldInactivePriorityDivisionAffiliateRegionBranchUser_Define_1aUser_Define_2aUser_Define_3aUser_Define_4aUser_Define_5aUser_Define_6a

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