Equipment Records allow you to record the details of Products that your customers have, 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:
- Written off / No longer in use
To configure your Equipment Statuses, you will require Prospect Administrator rights. If you require these then please speak to your key CRM Admin user or our Customer Services Team.
To edit your Equipment Statuses, click on the cog icon in the bottom left-hand corner to take you to the Settings Centre.
Once within the Settings Centre, navigate to the 'Equipment & Contracts' section 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. Within this window all of your current Equipment Statuses will be listed. To add a new one click on the '+' icon in the top right-hand corner.
You can then start entering information about your new Equipment Status. You will need to give the Equipment Status a 'Description' and a 'Record State'. For example, I 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'.