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
You'll need Contracts 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 Statuses, 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 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'.
