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