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Primary Customer Account Not Defaulting on Service Order

US When creating a service order, the Primary customer account does not default from the Location Customer Main tab, even though it is marked as Primary Customer.

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Written by Denisa Badarau
Updated over a month ago

To solve this:

  1. Check Service Management

  2. Go to Locations

  3. Click Locations Customers

  4. Click Main Customer Details

  5. Go to Primary Customer denotes the main customer account at the location

  6. If multiple customers are linked to the location, the Primary customer should automatically populate when creating a service order for that location.

  7. Ensure the Time Zone is set on the Location Details Main page. A missing time zone configuration can prevent the Primary customer from defaulting correctly.

Notes:

  • Verify that only one customer is marked as Primary for the location.

  • After updating the time zone, add a new service order.

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