Branch Offices

[benj180]

Hi, we have a few customers with various branch offices do we need to create an Account for each office? or can we add multiple addresses to a single account?

Thanks

[Support Team]

Re: Branch Offices

Yes, you can add multiple addresses to a single Account, using RangerMSP's Contacts.

To manage customers with multiple branches, you can create a single Account record for the customer, and enter all its branches as the secondary contacts (from the Account's Contacts tab). Each secondary contact can hold its own contact person's name, address and phone numbers.

When creating a new ticket for this customer (or charge, opportunity, asset, etc.), you can select the relevant secondary contact in the Contact field. This way you can track each ticket, charges, etc. at the specific branch, but still bill the main company for all the Charges logged for all the branches under the main Account.

I hope this helps.

Sherry

[benj180]

Re: Branch Offices

Fantastic! Thanks very much

[clwilson]

Re: Branch Offices

When Setting up branches there may be changes in branch contacts, this creates a billing issue, as I need to show which branch had the work done even if the branch cont changes.
Also, when linking to QB the billing shows up under the Main but you cannot select the Branch Service address. Even under the Description Column in QB there is only a ticket # with no indication at to which branch.

[Support Team]

Re: Branch Offices

You can create multiple Contacts that represent a single branch and select the relevant one, or, you can use a secondary contact as a branch only where the Contact Name is the name of the branch, not a contact person, for example - 'ACME Company - North Branch'.
Alternatively, if you manage separate billing for each branch, you can create a separate account for each branch, this provides you with the ability to have all options when managing a branch.