A single customer may work at several locations. Each customer should only appear once in the database so rather than creating a new customer record at each location, it is better to link secondary locations to the customer record. Each customer must have a main location, but additional locations can be added to their record as required.
Add a working location
- Find and open the customer record
- Under the Navigation tab click Locations
- Under the Actions tab click Add Working Location and the Select Locations list will appear.
- Search for the location, select it in the list and click the Select Location + button on the blue ribbon to add it to the customer record
- Click the Save button to confirm the changes
You can add as many working locations as necessary.
Add another location
- Find and open the customer record
- Under the Navigation tab click Locations
- Under the Actions tab click Add Other and the Select Locations list will appear.
- 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
- 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