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Configuring your Equipment Manufacturers
Configuring your Equipment Manufacturers

This article outlines how to configure your Equipment Manufacturers within the CRM.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

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

  • You'll need Equipment enabled in the Settings Centre before you can follow the steps in this article - here's how

Step 1: Go to Settings Centre

To edit your Equipment Manufacturers, click on the settings drop down, then select System Settings.

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 Company within your CRM, then you can click on the pencil icon to relate its Company record to this new record (so they tie together nicely). 

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

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