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Managing Customer Site Assignments

Eptura Knowledge Center

Managing Customer Site Assignments


Managing Customer Site assignments on a customer record is an important feature of creating a successful customer record and can be easily done by following these few simple steps:



1.  Select the Customers icon in the menu ribbon on any page.

2.  Select the desired Customer Record, and the details window will slide open on the right side of the screen.

3.  Open the Sites tabSites.png  Here you will see which Site the customer record will be made available for.

4.  Select the Add Site + button to select another Site to add.

5.  To remove the Customer from a Site, select the Click To Remove  -  icon on the left side of the listed Site.

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