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'.
