Equipment Items & Contracts
6 articles in this collection
Written by Isobel Honour and Maddie Finlay
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.
Written by Maddie Finlay
Updated over a week ago
Updated over a week ago
How to Enable Contracts & Equipment Settings
A quick guide on how to enable Contracts & Equipment within the Settings Centre.
Written by Maddie Finlay
Updated over a week ago
Updated over a week ago
Duplicating Equipment Items
Duplicating similar equipment items to help add new equipment records quickly.
Written by Isobel Honour
Updated over a week ago
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).
Written by Isobel Honour
Updated over a week ago
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.
Written by Maddie Finlay
Updated over a week ago
Updated over a week ago
Creating Equipment Items
Record details & keep track of products customers have in their possession (lease/contract).
Written by Isobel Honour
Updated over a week ago
Updated over a week ago