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Linking a Problem Record to an Equipment Item
Linking a Problem Record to an Equipment Item

Find out how you can link a relevant Equipment Item to a specific Problem.

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

By linking an Equipment Item to a Problem, CRM users can see how many Problems certain Equipment Items have had.


  • To use Contracts & Equipment features, enable them via the Settings Centre - here's how

Step 1: Adding Equipment to Problem

Once you've logged a Problem in Prospect, you can link the relevant Equipment Item.

To link the Equipment Item, click into the "Equipment" drop-down, located in the Categorisation tile.

Here, you can search for the equipment the Problem relates to.

Simply select the Equipment Item that the Problem is for and it'll then be related going forward.

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