Skip to Content
Menu
This question has been flagged
2 Replies
4429 Rodiniai

How do I set up customers who have multiple locations? Each location might actually have a different name, manager that I need to list, etc. I need that one master account, then the sister locations to be associated with it. Thank you in advance. 

Portretas
Atmesti

Additionally, once you are setting up the additional business / location, how can you select contact's to be associated with that location?

Best Answer

Scott,

Some terminology must better be clean.

- If you mean you want to attach addresses/locations/places..You must add contacts to main company(the customer company). The contacts will be the multiple locations.

- If you are using these locations of customers as your warehouse locations, you must add up a field where you would be able to link multiple stock.location's to the customer/its contacts.

Thanks.

Portretas
Atmesti
Related Posts Replies Rodiniai Veikla
1
kov. 16
4106
1
vas. 23
2655
1
saus. 20
3061
1
liep. 17
4256
2
liep. 25
2088