Viewing and editing Customer sites

Telstra Trades Assist allows you to attach multiple addresses to a single customer through when the customer has more than one address.

This article will show you how to view and edit existing Customer sites on the Admin Console.

Tip: Click here to learn how to add an extra Customer site

Viewing a Customer site

1. Click  from the Side Menu
2. Select the Customer who’s details you wish to view
3. Click  to display the customer sites associated to this Customer
   
   

Tip:  If you wish to search directly for a Customer’s site address but do not know which Customer it belongs to:

4. Click  from the Side Menu
5. Click  from the expanded menu
6. Click  at the top of the page and enter the site address

Editing an existing site

If you need to edit an existing Customer site

7. Click  from the Side Menu
8. Select the Customer you wish to edit
9. Click  
10. Click on the drop down arrow  located next to the site you need to edit
    
    
11. Make all necessary changes to the site
12. Click 

 Deleting a site

If you need to delete a Customer’s existing site

13. Click  from the Side Menu
14. Click  
15. Click  from beside the site you need deleted
16. Click 
    
    

Tip: Deleting additional sites does not affect the previous jobs and assets linked to the site. These will stay the same and continue to be connected to the site.