Multiple Visit Locations Per Client

Introduction

As multiple Jobs with different Visit Locations are created for one Client, those Visit Locations will be stored on the Client's profile page. Once stored, the Visit Locations will appear in the Previous Locations dropdown when creating or editing future Jobs. This process is outlined below: 

 

Table of contents

I. Add & Manage Multiple Visit Locations to One Client

- Navigation & Set-Up

- Examples

- Additional Notes

 

I. Add Multiple Visit Locations to One Client

 

Navigation & Set-Up

1. Navigate to:

          mceclip1.png Jobs >

                New Proposal

2. In the Customer box, type in the customer's name you wish to add a new location to

3. Next to Previous Locations you will find the Client's previous visit location

4. In the Visit Location, type the new address. Once the new address is found, a green New icon appears to signify that SingleOps has recognized this as a new location for this Client

5. Save & Close after the proposal is completed

 

Manage Multiple Visit Locations

  • This Location is now stored & listed under the Locations tab on the Client's profile page.
  • When the next Job is created for this Client, both Locations will be listed in the Previous Locations drop-down menu

 

Example: 

In the image below, a new Proposal is created for a Client with only one default address listed


The User enters a second Location for this Client's new Job & a green New icon appears to signify that SingleOps has recognized this as a new Location for this Client

 

​This Location is now stored & listed under the Locations tab on the Client's profile page



When the next Job is created for this Client, both Locations will be listed in the Previous Locations drop-down menu

 

Additional Notes:

  • There is no limit to the number of Location addresses for each Client

  • There is no way to remove a Location from a Client's profile once it is stored 

  • Visit Locations cannot be entered for a Client prior to saving Jobs
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