Sites

CRM > Sites

The Sites page defines field locations where work is performed for a customer. Sites are not considered standard business addresses for your customer. There may be no permanent personnel at the site. A site could be a:

• a temporary construction site
• a cell tower

You can ship inventory for a sales order or project to a site address, rather than ship it to your customer's standard business locations. You can quickly create a series of projects, one for each selected site, using a Site Project.

Adding Sites

1. Select the CRM > Sites page.
2. Click New.
3. Enter the following fields in the Site Info tab.
   • Site ID
   • Site Name
   • Owner
   • Site Number
   • Market Type
   • Gate Combination
   • Door Combination
   • Notes
   • Direction
4. Select the Address tab and enter the following.
   • Address 1
   • Address 2
   • City
   • State
   • Zip Code
   • Country
   • Latitude
   • Longitude
5. Click the Custom Fields tab.
   • Enter values in the custom fields, as appropriate for this record.
   • Custom fields are maintained using the Admin > My Company > Custom Fields page.
6. Click Attachments tab.
   • Click Upload a new file to upload files to this record. For example, a site map.
7. Click Save.