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Here's how to add an Organization Location when scheduling or conducting Services.


Note: the Organization Location field will only appear on Services and in listviews when Organization Location functionality has been enabled for your Network. 


When scheduling or conducting Services, there are two fields relevant to Organization Location functionality:

  • Service Location (Organization) and

  • Organization Location


The Service Location (Organization) field defaults to the Current Site, but can be changed as needed.


Once a Service Location (Organization) has been set, the Organization Location field will be set to the Case's Location.


To change the Organization Location of a Service, select the desired entry from the Organization Location dropdown and continue performing the service as usual.

Once the Service has been saved, the Organization Location will now be listed in the Services Listview on the Case Profile Page.

Organization Locations Series