17. Support providers
Support provider records are used to determine which organisation provides particular services and capture additional information about the organisation.
Support providers list
The Support providers option in the explorer displays a list of all the support provider records in the system.
Adding a new Support provider
After clicking a blank form is displayed to allow the entry of the new provider’s details.
Item | Details |
Displays a list of all addresses that match the entered postcode | |
Business address | If the postcode lookup identifies the selected address as a business, then this field is set automatically |
Displays a map showing the properties location. This is only available if the address has been completed through the address lookup function | |
Associated teams | Displays all teams associated with this provider |
Services
Notes & Actions
Displays all Alerts, Notes and Actions assigned to the support provider. Further details on the functionality can be found here - 5. Notes, Alerts & Actions
Files
History
All history related to the support provider is displayed on this tab.
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