Bỏ qua để đến Nội dung
Menu
Câu hỏi này đã bị gắn cờ
2 Trả lời
4428 Lượt xem

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. 

Ảnh đại diện
Huỷ bỏ

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

Câu trả lời hay nhất

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.

Ảnh đại diện
Huỷ bỏ
Bài viết liên quan Trả lời Lượt xem Hoạt động
1
thg 3 16
4106
1
thg 2 23
2655
1
thg 1 20
3061
1
thg 7 17
4255
2
thg 7 25
2088