By Isobel1 author6 articles
Linking a Problem Record to an Equipment ItemFind out how you can link a relevant Equipment Item to a specific Problem.
How to Enable Contracts & Equipment SettingsA quick guide on how to enable Contracts & Equipment within the Settings Centre.
Duplicating Equipment ItemsDuplicating similar equipment items to help add new equipment records quickly.
Automatic Equipment Creation for Unleashed Sales OrdersChoose which products have equipment items automatically created when sold via the CRM (only available for Unleashed customers).
Configuring Contract TypesLearn how to set Contract Types within the CRM so you can categorise what type of Contract a customer has with you.
Creating Equipment ItemsRecord details & keep track of products customers have in their possession (lease/contract).