Versions Compared

Version Old Version 3 New Version 4
Changes made by

Documentation Reviewer

Documentation Reviewer

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You can view the customer location's equipment. See Filtering and sorting data for information on displaying the data. 

Viewing equipment

  1. To view the equipment for a customer location, choose a customer in the Customer Hub.
  2. In the details section of the Customer Hub, choose the Equipment tab.
  3. Right-click on an equipment and then choose from the following: 

Insert excerpt
Using the Customer Hub
Using the Customer Hub
nopaneltrue

Available data columns

The default columns that display are:

Column
width33
  • Notes - Displays Image Modified if the note is empty or Image Modified if a note is attached.
  • Attachments - Displays Image Modified if no attachment exists or Image Modified if a file is attached.
  • Equipment ID
  • Description
  • Contract
  • Equipment Type
  • Manufacturer


Column
width33
  • Model Number
  • Serial Number
  • Barcode
  • Installed By
  • Installed Date
  • Warranty Exp Date
  • Ext Warranty Expiration Date


Column
width33
  • Building ID
  • Building Room
  • Suspended MCC
  • Inactive/Retired
  • User_Defined_1a

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

    There are no additional columns available to display.