Locations

This user guide provides instructions on how to access the place of business view in Netvisor.

You can open the view by selecting Sales > Customers > Customer listing > Places of business.

Places of business can be found as a separate tab under Sales > Customers > Customer listing

The view lists the places of business that have been saved to the customer card.

Through the listing, you can drill down to the customer card by clicking the pencil icon next to the customer's name.

Operating instructions

How to open the place of business view:

1. Select Sales from the top menu.
2. From the menu that opens, select Customers.
3. Select Customer listing.
4. In the customer listing, select the Places of business tab.

How to move from the places of business listing to the customer card:

1. In the listing, find the place of business of the desired customer.
2. Select the pencil icon next to the customer's name.
3. Go to the customer card that opens.

Frequently asked questions

Question: Where can I find places of business in Netvisor?
Answer: You can find places of business by selecting Sales > Customers > Customer listing and opening the Places of business tab.

Question: What does the place of business view show?
Answer: The place of business view lists the places of business that have been saved to the customer card.

Question: How do I get from the places of business listing to the customer card?
Answer: You can access the customer card by selecting the pencil icon next to the customer's name.

Question: What information is the places of business listing based on?
Answer: The places of business listing is based on the places of business saved to the customer card.

Keywords: place of business, customer, customer listing, customer card

Did you find it helpful? Yes No