Site Information

See also: Contacts, Activity

Site Information tab enables you to know  important details of a specific site. The information present in Site Information tab of a specific site is reflected in Site Information tab of all the primary contacts associated to it.

To View Site Information:

1. On the Service Workspace accordion, in the Administration expander, select Contacts.

2. Open appropriate Contact record.

3. On the Site docked split container, click Alerts.

4. In the workspace, click Site Information tab.

To Edit Site Information:

1. On the Service Workspace accordion, in the Administration tab, click Contacts.

2. Open appropriate Contact record.

3. In the workspace, click Location tab.

4. Click the hyperlink of Site Name field.

5. On the Site docked split container, click Alerts.

6. In the workspace, click Site Information tab.

7. Edit the information and on the ribbon bar, in the Actions group, click Save button. This information is reflected in Site Information tab of the associated contact.

8. To view all the associated contacts with the site, on the Site docked split container, click contacts.