This Help Article covers;

A Customer can have multiple Locations (Job Site/Addresses) where work can be carried out.

Each Location can have a different Contact Person.

You can also add Site-specific “Details” for the Location that will populate a Job's “Full Job Notes” field.

⚠️ NOTE: When saving a Job Location, Katipolt looks at the "Name" entry to give the Location its unique identifier, so if you have a Location without a Name entry, Katipolt won't let you Save as a second location without a Name entry.

Adding or Editing a Customer Location is done from a Customer Window's Locations Top Tab's Locations Expandable Section

Quick Flow:

1. From the Customer Window, Press the Locations Top Tab to display the Locations Expandable Section, then Press the [+ADD] button to add a new Location.

2. From the new Location Page, complete the Location Details;

💡 TIP: For a Contact Person to be available for selection as a Location/Site "Contact", they need to have been entered as a Contact Person first.

3. When finished [SAVE]

⚠️ NOTE: Changing the Customer's "Primary Job Contact" will not override any entered Location/Site Contact People, this will need to be done manually for each Location/Site.

⚠️ NOTE: You cannot make a Contact's Person Inactive while they are the Contact for a Location/Site. Either Select another Contact Person or clear the Contact Person

Selecting a Customer Job Location is done from the "Job Site/Address" field of a Job.

Quick Flow;

1. From a Job Window’s Job Site/Address field, Press anywhere in the Job Site/Address field to display the More Options Icon (Not on the Open Address Details Icon)

2. From a Job Window's Job Site/Address field, Press the More Options Icon to display a List of entered Location/Sites, then Select a Location/Site as the Job Site/Address, [SAVE]

💡 TIP: The Job Site/Address default populates from the Default Job Site/Address entered at the Customer, so if the Customer has multiple Location/Sites, leave the Default Job Site/Address field of the Customer "blank", then select the Location/Site when adding the Job.