RE: Storing Site Addresses

Currently when we enter Sales Orders, we enter a site location which is a free form text field which makes searching on that difficult. We’d like to store these locations in a way that makes them easily searchable, so we can see every order related to that site, and eventually be able to tie cases to them. We have tested creating them as child customers, but the problem is that ownership can change frequently (they are gas station sites), and the customer on the SO may or may not be the actual owner.

Is there a way to store addresses independent of customers, and be able to tie orders and cases to them?

aflynn Rookie Asked on November 6, 2020 in Order Management.
Add Comment
2 Answers

You can’t create an address independent from a customer record. How about creating a custom list for these sites? This would resolve the free-form text issue and allow you to report and search on the sites using a saved search.

Rookie Answered on November 6, 2020.

Thanks! I did consider that, but there are hundreds of these. And we need the ability to create them on the fly when entering a sales order. Also needs to be in address form. I’m considering using ‘Other Name’.

on November 6, 2020.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.