Create New Site
Sites allow you to record pertinent information about a customer site such as name, location, business hours, holidays, etc. Classification of sites fall into three categories such as Internal, Customer, and Vendor. Location information allows for the storage of physical, billing, and shipping addresses. Addresses are geo-coded to enable mapping functions and location based resource assignment.
See AlsoSteps:
2). In the New Site form and in the Site Name* field, enter the name for the new site.
3). From the Site Type dropdown list, select the desired site type. Usually the options are Customer/Internal/Vendor.
i). If you have selected Site Type as Customer or Vendor then, from the Org Level dropdown list, select the desired organization level and from the Support Office* dropdown list, select the desired support office to associate to current customer/vendor site.
ii). If you have selected Site Type as Internal then, from the Org Level dropdown list, select the desired organization level and from the Parent Site dropdown list, select the desired parent site to associate to current internal site.
4). In the Address 1*, Address 2, City*, State*, Country* and Postal Code* fields, enter the address details of the site.
5). Enter Lat/Long/County* field, by clicking on the Geocode button to view the lattitude, longitude and county details for the site address and then click Use to use the details.
6). From the Timezone* dropdown list, select appropriate timezone for current site.
7). From the Primary Use dropdown list, select the desired option for current site.
8). From the Business Hours* dropdown list, select the desired business hours template to associate to current site.
9).From the Save and View dropdown menu, click Save and View to save and generate id current site and then add other details like billing address, alerts, contacts, inventory, billing information, etc.