Change associations between customers and a locationChange associations between customers and a locationWhen an association between one or more customers and a location is not valid, you can change the associations.
From the List tab of the Locations (SP) application, select the location that you want to change customer associations for.
On the Location
tab, click Show/Manage Customers
next to the Primary
Customer field.
In the Add/Modify Customer Associations window, change customer associations:
To add a customer association, click Select Customers, select one or more customers from the list, and click OK.
To change the primary customer, select the Primary check box next to the customer that you want to become the primary customer.
Important: Adding, changing, or removing a primary customer of a location can affect the classification and attributes of the location when the location is classified. The classification or one or more attributes might no longer be relevant to the new primary customer, and the classification might have attributes that are now relevant to the new primary customer. However, classifications and attributes are never automatically removed from or added to a location when you change a customer association.
To remove a customer
association, click Mark Row for Delete
. If you want to remove a primary customer association
when a location has more than one customer associated with it, you must
first change the primary customer.
Click OK to save your changes and return to the Location tab.
Associate customers with a location
Associate multiple locations with a customer
Remove associations between multiple locations and a customer
Customers, locations, and service addresses