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Equipment Items & Contracts

Equipment Items & Contracts

Isobel Honour avatar Maddie Finlay avatar
6 articles in this collection
Written by Isobel Honour and Maddie Finlay

Linking a Problem Record to an Equipment Item

Find out how you can link a relevant Equipment Item to a specific Problem.
Maddie Finlay avatar
Written by Maddie Finlay
Updated over a week ago

How to Enable Contracts & Equipment Settings

A quick guide on how to enable Contracts & Equipment within the Settings Centre.
Maddie Finlay avatar
Written by Maddie Finlay
Updated over a week ago

Duplicating Equipment Items

Duplicating similar equipment items to help add new equipment records quickly.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Automatic Equipment Creation for Unleashed Sales Orders

Choose which products have equipment items automatically created when sold via the CRM (only available for Unleashed customers).
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Contract Types

Learn how to set Contract Types within the CRM so you can categorise what type of Contract a customer has with you.
Maddie Finlay avatar
Written by Maddie Finlay
Updated over a week ago

Creating Equipment Items

Record details & keep track of products customers have in their possession (lease/contract).
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago
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