Defining Customer Sites

This topic lists the pages used to maintain site lists.

Page Name

Definition Name

Usage

Company - Sites

RD_COMPANY_SITE_2

Maintain company sites.

Person - Sites

RD_CONSUMER_SITE_2

Maintain sites for a person.

You can only maintain sites for a person with the consumer role.

Create Site of <customer>

RBQ_QCREATE

Add a site to a company or person. This page is similar in usage to the Create Contact of <customer> page.

Modify <site>

RBQ_QCREATE

Maintain contact information and purchasing options for a customer site.

Merge Request for Sites

RBQ_QCREATE

Submit two or more sites for merge evaluation.

Use the Sites page (RD_COMPANY_SITE_2) or (RD_CONSUMER_SITE_2) to maintain sites for a company or person.

Navigation:

  • Customers CRM > Add Company or Search Company > Company > Contact Info

    Click the Sites link.

  • Customers CRM > Add Person or Search Person > Person > Details or Summary

    Click the Add Consumer Information or Edit Consumer Information link.

    Select the Contact Info tab and click the Sites link.

This example illustrates the fields and controls on the Company Sites page. You can find definitions for the fields and controls later on this page.

 Company Sites page

View and edit the list of sites that are defined for the customer or click the Create Site button to create a new site.