Equipment records in the CRM allow you to log the details of Products that your customers have, either under a service contract or on lease.
Equipment Types are used to categorise your equipment based on your own requirements.
Prerequisites
You'll need CRM Admin rights in order to follow the steps in this article
You will need 'Equipment' enabled in the Settings Centre. You can learn how to do this here.
Step 1: Go to Settings Centre
To edit your Equipment Types, 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 Types configure option.
Step 3: Add New Equipment Type
By selecting the 'Click to Configure' link, the Configure Equipment Types window will open. Here, any pre-existing Equipment Types will be listed. To add a new one, simply click on the plus icon in the top right-hand corner.
Step 4: Add Equipment Type Details
Simply give the new Equipment Type a relevant description and click 'Create'.
In this example, we can see the location of the Equipment Type drop-down when a user creates a new Equipment record.
