...
- To view the equipment for a customer location, select a customer in the Customer Hub.
- In the details section of the Customer Hub, select the Equipment tab.
- Right-click on an equipment name and then select from the following:
- Add Equipment - Opens the Equipment window. See Creating New Equipment or Component Equipment.
- Edit Equipment - Opens the Equipment window. See Editing Equipment and Component Equipment.
- 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 Notes and attachmentsAttachments.
- 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.)
...