Equipment records are often covered by a service Contract, however depending on how new the Equipment Item is, it could be covered by the Manufacturer. This list allows you to manage the list of manufacturers available for Equipment records. The screenshot below shows the location of the 'Manufacturer' drop-down field when creating a new Equipment Item.
- You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Go to Settings Centre
To edit your Equipment Manufacturers, click on the cog icon in the bottom left-hand corner.
Step 2: Navigate to Equipment & Contracts in Settings
Once within the Settings Centre, navigate to the Equipment & Contracts page, and scroll down until you reach the Equipment Manufacturers configure option.
By selecting the 'Click to Configure' link, the Configure Equipment Manufacturers window will open. Here, all of your current Manufacturers will be listed. To add a new one, simply click on the plus icon in the top right-hand corner.
Step 3: Add New Equipment Manufacturer
You can then start entering information about your new Equipment Manufacturer. The description should be the Manufacturer's name, ensuring this is relevant to all CRM users. If the Manufacturer is set up as a Division within your CRM, then you can click on the pencil icon to relate its Division record to this new record (so they tie together nicely).
Once happy with the information entered, click 'Create'.