Changing a Service Interval

this article will describe the process of creating Sites in CreataCRM

Navigate to Sites List

In the navigation menu, expand Asset Management and click on Sites.

Press New Button

At the top of this list, click the New button.

Site details

1. Name: The name of this site.
2. Company: The company associated with this site.
3. Next Service Due: The due date of the next service log entry (see the section on Logbook Entries for more information on this). This field is calculated so it is not editable.
4. Primary Contact: The contact associated with this site.
5. Change Address: When a Contact or a Company is linked to this Site, this drop down allows you to quickly change the address of this site to that of either the contact or the company.
6. Line 1, Line 2, Line 3, City, State, Postcode, Country: Address fields.
7. Access Instructions: Any extra details about how to get to this site.
8. Comments: Any further details about this site.

Once the address has been geocoded, the map on the right-hand side will show the location of this site.

Save

Once you have entered the details for the site, click the Save button. The small down arrow will give more options for this.

Creating from a Contact or a Company

It is also possible to create a site for a company or a contact.

For a contact, navigate to the contact you want to create the site for. In the Associations tab, expand the Sites section and click the new button:

For a company, navigate to the company you want to create a site for. In the Assets tab, then in the Sites tab, click the New button: