Create an external business location
Create an external business location to enable users and consumers to create accounts, contacts, consumers, and households.
Before you begin
Role required: admin
About this task
Both internal and external users can be added as managers for external business locations.
The manager of an external business location can access all the cases for an account, household, or consumer in the location hierarchy, including cases for child business locations. The manager can also:
- Create staff members for internal and external business location.
- Assign roles and responsibilities to the staff members.
- Assign staff members to the location.
- View and manage cases created in the location hierarchy.
- Submit a case on behalf of the location.
Procedure
Navigate to All > Customer Service > Service Organizations > External Business Locations.
In the External Business Locations list, select New.
On the form, fill in the fields.
For a description of the field values, see External Business Location form.
Select Submit.
The location is added to the External Business Locations list.
After creating an external business location, add staff members to it. You can then create relationships between staff members and accounts, households, and consumers, and track the list of customers serviced by a business location.
What to do next
Create related lists as required:
| Related list | Description |
|---|---|
| Members | You can create, update, or delete members details |
| Child External Organizations | You can create, update, or delete a child external organization details. |
| Assignment Groups | Assign a assignment group to your organization |
| Organization Customer Criteria | Search and select a criteria for your organization |
| Cases Requested by Location | List and details of the cases requested by the location |
| Cases Assigned to Location | List and details of the cases assigned to your location |
| Sold Products | View details of sold products, including the Buyer organization member and Parent sold product. Note: A manager can assign a member by selecting Assign member and then choosing the buyer organization member. |
| Install Base Items | View details of install base items, including the Buyer organization member and Parent sold product. Note: A manager can assign a member by selecting Assign member and then choosing the buyer organization member. |
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