How do I link existing customer sites to a head office?

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This lesson will show you how to add an existing customer into sites of another customer.

In the Dashboard, click Clients

In the Dashboard, click Clients

Click Site Wizard

Click Site Wizard

Welcome to Site Wizard

Welcome to Site Wizard

1. Enter the name of the customer. This is the customer that will be used to add or create a sites.

2. Click Next

Choose Sites

Choose Sites

1. Enter or search the customer name you wish to converted to sites

2. Select customer name from the list box or hold Ctrl key to select multiple customer names

3. Click Add

4. Once done, click Next

 

To confirm, click Finish

To confirm, click Finish

That's it! You have now converted the existing customers to sites.

That's it! You have now converted the existing customers to sites.
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