Customer Profile
Branches
Manage customers with multiple locations.
Branches represent different locations of a single customer — stores in a retail chain, regional offices, or multiple warehouses.
Quick Overview: Use the branch selector to switch between locations. Each branch has its own profile, activities, and transaction history. All tabs work the same as the main customer.
What Are Branches?
A branch is a sub-location of a customer. Common examples:
- Retail chain — Each store is a branch
- Regional offices — Headquarters plus regional locations
- Warehouses — Central office with distribution centers
Branches are created through your source system integration when a customer has multiple ship-to addresses or location hierarchies.
Switching Branches
When a customer has branches, a branch selector appears in the profile header.
- Click the branch selector
- Choose a branch from the list
- All tabs update to show that branch's data
To return to the main customer, click the selector and choose the parent.
Branch Data
Each branch maintains its own:
- Address, contacts, and salespeople
- Activities and tasks
- Orders, invoices, and quotes
- Analytics and KPIs
Categories are inherited from the parent customer.
Tip: When planning visits for a retail chain, switch between branches to check each location's recent activity. Some branches may need more attention than others.
Working with Branch Activities
When viewing the parent customer's Activities tab:
- Toggle Include branches to see activities from all locations
- Disable to see only parent-level activities
When creating an activity from a branch view, it automatically links to that branch.
Troubleshooting
Missing branches?
- Check your source system for branch configuration
- Use Sync to refresh customer data
Data under wrong branch?
- Verify the activity/order was linked to the correct branch
Did you know? The "Include branches" toggle on the Activities tab lets you see all interactions across every location at once. Great for getting the full picture of a large account.