Managing Home Base
This section explains about managing home base in a service team.
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.
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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.
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Editing a Home Base in a Technician
To edit a home base, perform the following steps:
1. Locate the technician by searching in the sidebar, or from the list view in the Technicians tab, and then click the relevant technician name.
2. In the Home Bases related lists, click Edit next to the home base record.
3. Make the necessary changes to the record, and then click Save.
Deleting a Home Base from a Technician
To delete a home base, perform the following steps:
1. Locate the technician by searching in the sidebar or from the list view in the Technicians tab and then click the relevant technician name.
2. In the Home Bases related list, click Del next to the home base record you want to delete, and then click OK when prompted for confirmation.