Adding a Home Base to a Technician
To add a home base to a technician, perform the following steps:
1. Locate the technician by searching in the sidebar or from the list view in the Technician tab and then click the relevant technician name.
2. In the Home Bases related lists, click New. The technician name appears.
3. Enter all the address fields as applicable.
4. Check the Current Home Base checkbox if this address is the current home base for the technician.
5. Click Save.
When setting the current home base for a home base record, you must explicitly uncheck the checkbox on any other home base address associated with the technician. This is not done automatically.
 |
A Technician can support an unlimited number of home base records. Repeat the above steps for each home base address you want to associate with the technician. Remember to leave only the current home base checked. You can also click Save & New after creating a new technician home base address.
|