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Equipment Items & Contracts

Equipment Items & Contracts

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6 articles in this collection
Written by Isobel Honour

Linking a Problem Record to an Equipment Item

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

How to Enable Contracts & Equipment Settings

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

Duplicating Equipment Items

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

Creating Equipment Items

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