OVERVIEW
This option allows you to add a new site or modify the details of an existing site. A customer can have multiple sites, which are especially useful when creating a Google Map in the dashboard.
To Add a New Site:
- Select the Service Center icon from the Main Menu.
- Choose the Customer from the left navigation panel.
- Click on the Sites tab.
- Click the Add Site icon located at the bottom-right of the page.
- The Manage Site popup window will appear.
- In the Site Name field, enter the name of the site.
- In the Phone field, enter the customer’s phone number.
- In the Email field, enter the customer’s email address.
- In the Address field, enter the customer’s address.
- In the Zip Code field, enter the customer’s location ZIP code.
- From the Country dropdown, select the customer’s country.
- Click Save to create the site.
Users can modify or deactivate a site using the icons in the Action column of the site grid.