Add or Remove Customer Site Assignments
The sites that customers are assigned to can be managed and this lets you add or remove sites.
Instructions
- Navigate to Customers.
- Click the Customer Record. By default the Details tab displays.
- Click the Sites tab. The Customer Sites displays.
- Click the Add customer to new site button.
- From the Site drop-down, select the site.
The site is automatically saved.
To remove a site, click the Remove icon.