Customer Console Customer Location Search
Issue/Symptom/Question
Why can't I find a Customer Location using the Customer Console search?Â
Applies To
- Service Management
- PENTA Web > Customer Console
- Customer Search List
- Billing and Accounts Receivable > Customers > Other Customer Attribute > Location Types
Resolution/Fix/Answer
Example: Searching for Let's Just Wing It in West Allis. The West Allis location does not show up when I type "Wing It"
Only those customer locations that have been set up with a location type that has been set up as a "work site" location type are shown in the customer/location list.Â
To determine this:
- Query your customer in the Customer screen.
- Find the location in question in your locations.
- Look at the location type.
- Open the Location Types window
- Determine if the "Work Site" is checked for the location type associated with the location in question
- If not, should it be? If not, should the location have a different location type that has "work Site" checked?
- Return to the Customer screen and change the location's type to one that has "Work Site" checked. Make sure you exit that row for the change to save.
- Re-search in the Customer Console search. That location should now appear.