Purpose: With large numbers of work addresses split across multiple offices for company customers, knowing which branch manages which properties ensures you are always dealing with the correct contact at the correct company location when working with large estate agents.
Please note:
- Required fields are indicated with an asterisk (*)
- Branches must be on same customer to merge
View customer branches
Navigate to property dashboard > Branches
Add
Add new branch > Enter address information > Save branch
Edit
Actions > Edit > Amend information > Save
Merge
- Actions > Edit > Advanced options
- Search for branch in ‘With’ field > Select from results > Merge
- Type ‘merge’ > Confirm merge branch
Delete
Actions > Delete > Type ‘delete’ > Delete