Create Customer Location Step 1 Window

Create Customer Location Step 1 Window

Use the Create Customer Location Step 1 Window to create a new (not already created in Edifice) or add an existing location (already created in Edifice) to the customer account. A location is the physical or geographical site where services are delivered and used. During this phase of the wizard you can enter the specific location information and assign who is responsible for the services at the location.

Tips:

For general information about using wizards, see the Wizard - Introduction.
For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To display the Create Customer Location Step 1 window in the Data Entry Panel:

1. Click the Wizard Control Menu.

2. Click Create.

3. Click Customer.

4. To navigate to the step that you want to maintain:

Click Next until you reach the fields you want.
Or, click 6. Add Location in the Steps Panel.

Create Customer Location Step 1 Data Entry Panel Example:

Data Entry Panel - Create Customer Location Step 1 Prompts

Tip: To see more information about a field, click the hyperlink for the field name.

As Owner

As Tenant

To assign the location to the owner, click As Owner.

To assign the location to a tenant, click As Tenant.

To create a new location to add to the customer account, click New.

Keyboard shortcut: [ALT + n]

Tip: For directions to Create Customer Location step 2, click here.

To add an existing location to the customer, click Add.

keyboard shortcut: [ALT + a]

Tip: For directions to Create Customer Add Existing Location Step, click here.