Create an external business location to enable users and consumers to create accounts, contacts, consumers, and households.

Before you begin

Role required: admin

About this task

Both internal and external users can be added as managers for external business locations.

The manager of an external business location can access all the cases for an account, household, or consumer in the location hierarchy, including cases for child business locations. The manager can also:
  • Create staff members for internal and external business location.
  • Assign roles and responsibilities to the staff members.
  • Assign staff members to the location.
  • View and manage cases created in the location hierarchy.
  • Submit a case on behalf of the location.

Procedure

  1. Navigate to All > Customer Service > Service Organizations > External Business Locations.
  2. In the External Business Locations list, click New.
  3. On the form, fill in the fields.
    For a description of the field values, see External Business Location form.
  4. Click Submit.
    The location is added to the External Business Locations list.

    After creating an external business location, you can add staff members to the location and create relationships between staff members and accounts, households, and consumers, and track the list of customers serviced by a business location.