Equipment records allow you to log details of Products that your customers have in their possession, either under a service Contract with you or on Lease. The status of Equipment records can be customised to your processes and terminology such as:

  • Active
  • Returned
  • Written off/No longer in use

Prerequisites

  • 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 Statuses, click on the cog icon in the bottom left-hand corner to take you to the Settings Centre.

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 Statuses configure option.

By selecting the 'Click to Configure' link, the Configure Equipment Statuses window will open. Here, any pre-existing Equipment Statuses 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 Status

You can then start entering information about your new Equipment Status. You'll need to give the Equipment Status a Description and a Record State. For example, you may wish to add a new Equipment Status called 'Repairing' which would mean the Record State would be 'Inactive'. 

Once happy with the information entered, click 'Create'. 

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