Tracking the location details for a service organization

By tracking and capturing the location details for a service organization, you can provide Field Service Management, Walk-up Experience, and appointment booking capabilities.

Overview of service organization

You can provide Field Service Management, Walk-up Experience, and appointment booking capabilities through the service organization data model by capturing the Location (cmn_location) table details.

Note:

You must activate the service organization (com.snc.service_organization) plugin before you can track the location details for a service organization.

Location field

On the Service Organization form, use the Location field to specify the organization’s geographical location (cmn_location). The cmn_location on the service organization is synchronized with the address fields, but the address fields on the service organization aren’t synchronized with the cmn_location. This arrangement makes it a one-way synchronization. The cmn_location is associated with the service organization in a two-way, one-to-one relationship.

Note:

Changes to the cmn_location record don’t update the address fields on the service organization.

The address fields on the service organization record that are synchronized with the location (cmn_location) include:

• Street
• City
• State
• Country
• Zip / Postal Code
• Latitude
• Longitude

Note:

With the base system, the Location fields don’t appear on the form or list views. If the location field on the service organization isn’t defined, an on-demand script is shipped with the base system. The script generates the cmn_location record from the address fields.