Viewing the Equipment Tab
You can view the customer location's equipment.
Viewing equipment
- To view the equipment for a customer location, choose a customer in the Customer Hub.
- In the details section of the Customer Hub, choose the Equipment tab.
- Right-click on an equipment and then choose from the following:
- Add Note - Opens the Service Call note window. See Working with Notes and Attachments.
- Add Attachment - Opens the Service Call attachment window. See Working with Notes and Attachments.
- View Note - Opens the Notes/Attachments window. See Working with Notes and Attachments. (Displays if a note exists.)
- View Attachment - Opens the Notes/Attachments window. See Working with Notes and Attachments. (Displays if an attachment exists.)
Available data columns
The default columns that display are:
- Notes
- Attachments
- Equipment ID
- Description
- Contract
- Equipment Type
- Manufacturer
- Model Number
- Serial Number
- Barcode
- Installed By
- Installed Date
- Warranty Exp Date
- Ext Warranty Expiration Date
- Building ID
- Building Room
- Suspended MCC
- Inactive/Retired
- User_Defined_1a
There are no additional columns available to display.