06-07-2023 12:15 PM
Merge these two. It makes it confusing, if you are on the location page the info may be different than the customer page because sometimes someone doesn't click to update it on both pages. I am sure there is a point to this, but I think its more of a headache and lack of correct information, doing it this way.
06-08-2023 05:55 AM - edited 06-08-2023 06:02 AM
Hi! Hope you are well. For our company it is imperative to have customer and location pages seperate. Some of our customers own multiple locations, or their billing address is different from the location where work is being preformed. We just make sure the office and technicians know to update both customer and location pages when applicable. Another benefit of both pages is with our rental properties, some customers prefer us to schedule with tenants, so the tenants number would be on location page only. I hope this helps 🙂