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Service | Customer Service, Contact Center, Fie...
Answered

Latitude and Longitude on Workorder

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Posted on by 452

We have customer with many locations and some of them are very remote locations.

When we create a workorder, we select the Customer Asset and it automatically fills in the latitude and longitude of the Main Customer.

So we manually type in the new coordinates.

But every time the Customer Asset field is updated, the values go back to the Main Customers coordinates.

Is there anyway to stop this??

We keep having our technicians go to the main office.

This is causing so many issues.

Thanks

  • Verified answer
    Nya Ng Profile Picture
    185 on at

    Hi,

    You can set a functional location for the Service Account.

    1. Create a functional location from the main form of Account - Assets and Locations.

     pastedimage1614584374472v1.png

    1. Associate the assets with the location.

      pastedimage1614584397802v3.png

    1. Set the functional location into the Work Order.

     pastedimage1614584407648v4.png

    1. Change the coordinates of the Work Order manually.

     pastedimage1614584437725v5.png

    It will no longer be changed even though the asset has been added or removed.

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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