Add Customer Site

See also: Business Unit - Ribbon,  Add Employee to specific Organization Level, Add Region, Add District, Add Office,  Add Contact

Add Customer Site button enables you to add a customer site to an office. Contacts section displays list of all the contacts related to the office.

Steps:

1. On the Service Workspace accordion, in the My Work expander, select My Organization.

2. On the Organization docked split container, in the Company Organization node, select the office which you want to add customer site.

3. On the ribbon bar, in the Office group, click Add Customer Site button.

4. In the Add Customer Site dialog box, enter appropriate details in all the fields.

5. Click Geocode Address button and validate appropriate location.

6. Click Save and Close.