Verschieben eines Kunden an einen neuen Standort

The customer has moved to a new location.

  1. Suchen und öffnen Sie den Kundendatensatz
  2. Under the Navigation tab click Locations
  3. Under the Actions tab click Change Main 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 on the blue ribbon 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 (IQVIA, Wilmington’s, etc) the changes will need to be verified.