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
-
To view the location details, choose a customer in the Customer Hub.
-
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
-
-
You can view and/or add location notes and attachments. See Working with notes and attachments