Branches can be added from individual customer profiles. On the customer profile, along the top, you will see the tab for 'Branches'. From here you can add additional branches to a customer profile. This can be useful if you have created a new company that has offices in multiple locations. It’s important to ensure all the information you add is up to date and accurate, though it can be amended or deleted after the fact.
In this tab, you will have a list of any existing branches associated with the customer. Read below how to add additional branches.
- From the tab, click 'Add new branch'. You will be taken to a page where you can fill out a form with all requisite information (required fields are marked with an asterisk.
- Once all the information has been entered correctly, click 'Save branch' in the bottom right of the page to confirm.
- After this, the branch you have added will be displayed in the list of branches under the tab. If you need to edit or delete any of these, you can use the 'Edit' and 'Delete' buttons next to the branch itself.
- Clicking into 'Advanced options' at the bottom of the page will give you the option to 'Merge' existing branches. This should be used if you have duplicated a branch somehow, as all information associated will be amalgamated into a single branch.
