Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

Pathway: Customer > Search > Accounts

Add New Site Location

To access the ‘Add Service Location’ editor the following steps apply:

  1. Select # of # (example: 1 of 2) to display the Site Search popup window.

  2. Select the green ‘+' icon from the upper right corner in Site Search and select ‘Service Location’. A new 'Add Service Location’ popup window will display.

Refer to the Basic Settings (Tab) and Billing Settings (Tab) in the Edit Account and Site Information article for field descriptions.

View Existing Site Locations

  1. Select # of # (example: 1 of 2) to display the Site Search popup window.

  2. Double-click within the row of the desired location.

  3. Site will open in current window tab.

  • No labels