How to link a customer to an office or desk.
You can associate an office or desk with a particular member or contact. Please ensure to assign the unit or desk to their contract. This will make sure we can automatically assign and remove customers to/from units as their contracts start and end but, most importantly, track and forecast occupancy based on the start and end dates of those contracts.
To link a member or a contact to a desk or office
Although the following procedure is performed on the Desks and Offices page, you can click the symbol of a desk or office on the Floor Plans page to access the same information.
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If the side menu is not visible, click
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In the side menu, click Inventory, then click Desk and Offices.
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Click the name of the desk or office you want to link to a member or contact.
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In the Customer box, type one or more letters of the member or contact name to display a list.
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From the list select the member of contact.
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Click Save changes.
How to associate a customer with a desk or office
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