Tracking the location details for a service organization
By tracking and capturing the location details for a service organization, you can provide Field Service Management, Walk-up Experience and appointment booking capabilities.
Location tracking details
You can provide Field Service Management, Walk-up Experience, and
appointment booking capabilities through the service organization data model by capturing
the Location (cmn_location) table details.
Note:
You must activate the service organization
(com.snc.service_organization) plugin before you can track the location details for a
service organization.
Location field
By going to the service organization form, you can see that there's a Location field, where you can add the information about your geographical location, that is, the cmn_location of the service
organization. The address fields on the cmn_location table is
synchronized
with the service organization but not the vice
versa.
Note:
Changes
to the cmn_location record don’t update the address fields on the service organization.
The address fields on the service organization record that are synchronized with the
location (cmn_location) include:
- Street
- City
- State
- Country
- Zip / Postal Code
- Latitude
- Longitude
Note:
With the base system, the Location fields don’t appear on the form or list views. If the
location field on the service organization isn’t defined, an on-demand script is shipped
with the base system. The script generates the cmn_location record from the address
fields.