Associating properties with customers

Associate properties with customers to easily create service requests for customers. Properties are based on the property-building-floor/unit structure established on the Service Request page.

Note: You must define property structures before associating properties with customers. See Defining Property Code-structure Combinations for Service Requests.

To associate properties with customers:

  1. Open the Customers form.
  2. Select the customer with which to associate a property, and then click the Properties tab.
  3. Click Add Property.
  4. Property—Enter the property to associate with the customer.
    Note:  If you enter a Property only, the system assumes that lower-level values are implied. In this case, you cannot use the same property twice for the same customer.
  5. Building—Enter the building of the property to associate with the customer.
  6. Floor/Unit—Enter the floor or unit of the building and property to associate with the customer.
  7. Click Submit.
    Note: To delete a property, select the property to delete, and then click Delete Property.