Move a customer to a new location

Customers

Move a customer to a new location

Related topics
Amend a customer’s details The customer record Lists and finding your way around
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The customer has moved to a new location.

  1. Find and open the customer record
  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.