Skip to Content
Menu
You need to be registered to interact with the community.
This question has been flagged
2 Odgovori
4350 Prikazi

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. 

Avatar
Opusti

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.

Avatar
Opusti
Related Posts Odgovori Prikazi Aktivnost
1
mar. 16
4048
1
feb. 23
2595
1
jan. 20
2994
1
jul. 17
4229
2
jul. 25
1999