Move a customer to a new location

The customer has moved to a new location

  1. Find and open the customer record
  2. From the Navigation tab click Locations
  3. In the list that appears, select the customer’s current main location
  4. From the Actions tab click Change Main Location and the Select Locations list will appear
  5. Search for the new location, select it in the list and click the Select Location button to add it to the customer record
  6. Click the Save button to confirm the changes

Important: If your company subscribes to third-party data (Binley’s, Cegedim, etc) the changes will need to be verified.