When closing a call, the user may notice that the main workplace of the client does not match the actual workplace where the call took place. In such cases, there is a high likelihood that the distance shown will be incorrect or larger than expected.

This often happens when a client works at multiple locations, but their profile only lists the main workplace.

However, in our CRM system, a client can have one main workplace and up to 10 additional workplaces.

Adding an Additional Workplace to a Client Profile

1. Go to the Clients section and find the client’s profile.
   
2. Click Edit on the profile.
   
3. Scroll down to the Additional Information section. Add the Additional Workplace as needed.
   

This links the client profile to the workplace where the call is actually being conducted.

Selecting an Additional Workplace in a Call

1. Click Edit Call.
   
2. Click on the Institution field.
   
3. Select the appropriate institution from the list. The list will show the client’s main workplace and all additional workplaces listed in the Additional Information section of the client profile.
   

When closing the call, the distance will be calculated based on the institution specified in the call.

Important Note! If the call is copied later, the workplace selected in the original call will be retained.