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

select Customers CRM, then select Add Company or Search Company, then select Company, then select Contact Info

Click the Sites link.
select Customers CRM, then select Add Person or Search Person, then select Person, then select Details or Summary

Click the Add Consumer Information or Edit Consumer Information link.

Select the Contact Info tab and click the Sites link.

Image: Company Sites page

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.

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

Pages Used to Define Sites