Create an internal business location

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분

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

    시작하기 전에

    Role required: admin

    이 태스크 정보

    The manager of an internal business location can access all the cases for account, household, or consumer in the location hierarchy, including cases for child business locations. The manager can also:
    • Add staff members to business locations in the location hierarchy.
    • Create account team or consumer team relationships with staff members from the location hierarchy.
    • View customer information.
    • Update cases created in the location hierarchy.
    • Create cases for customers in the location hierarchy.
    주:
    Only internal users can be added as managers for internal business locations.

    프로시저

    1. Navigate to All > Customer Service > Service Organizations > Internal Business Locations.
    2. Click New on the Internal Business Locations list.
    3. On the Internal business location form, fill in the fields.
      For a description of the field values, see Internal business location form.
    4. Click Submit.
      The location is added to the Internal Business Locations list.

      After creating an internal business location, you can add staff members to the location, create relationships between staff members and accounts, households, and consumers, and track the list of customers serviced by a business location.