Create an external business location

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create an external business location to enable users and consumers to create accounts, contacts, consumers, and households.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    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.

    Prozedur

    1. Navigate to All > Customer Service > Service Organizations > External Business Locations.
    2. In the External Business Locations list, select New.
    3. On the form, fill in the fields.
      For a description of the field values, see External Business Location form.
    4. 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.