Client Management Customer Explorer Customer Structure
Customer Structure
Sites
When highlighting the Sites menu option from the customer tree, the Active Pane will display a list of all Site records that exist for the Customer.
Expanding the tree of a single site will display a list of Site Tree Options. Click on the links below for details on each Site Tree Option.
When right-clicking on the word Sites from the customer tree, a list of options are displayed.
Follow the links below for more information on each Sites Right-Click Option:
New Site Copy Site from Another Customer Refresh
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