SSF Ops — Simple Smart Field Services Operations

SSF OPS WIKI

Edit a customer branch

Customers · Company administrator · Available

Correct the address and operating-site association.

Illustrative demo image of Edit a customer branch
Illustrative demo based on current source fields. No customer data or staging screenshot.

How to use this function

  1. Sign in with a role allowed to access customers.
  2. Open Customers and choose Edit a customer branch.
  3. Review the customer and company site context where this function uses them.
  4. Complete or review these controls: Customer location, Operating company site.
  5. Correct the address and operating-site association.
  6. Save or confirm the action, then reopen the record to check its updated state and history.

Fields and controls shown in the demo

  • Customer location
  • Operating company site

Guide updated 2026-09-27. Release changes must update this page and its image together.

Edit a customer branch | SSF Ops Wiki