The customer works at more than one location

The customer is working at another location

• Working at a secondary location in addition to their main location
• Is available at another location

Add a working location

1. Find and open the customer record
2. From the Navigation tab click Locations
3. From the Actions tab click Add Working Location and the Select Locations list will appear.
4. Search for the new location, select it in the list and click the Select Location button to add it to the customer record
5. Click the Save button to confirm the changes

Add another location

1. Find and open the customer record
2. From the Navigation tab click Locations
3. From the Actions tab click Add Other and the Select Locations list will appear.
4. Search for the new location, select it in the list and click the Select Location button to add it to the customer record
5. 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