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  • Manufacturer
  • Model
  • Serial Number
  • Equipment Type

Making changes to a Service Management equipment record

  1. Choose Cards > Service Management > Service Manager, and choose a customer.
  2. Use the Equipment button to choose an equipment record, and zoom on the Equipment ID field.
  3. The Manufacturer ID, Model Number, Serial Number, and Equipment Type fields can be edited on the main tab of the Equipment Master window.
  4. Choose Save to save your changes. When the record is saved, the corresponding Equipment Management equipment record is also updated with your changes.

Making changes to an Equipment Management equipment record

  1. Choose Cards > Equipment > Equipment Manager, and choose an equipment record.
  2. The Manufacturer, Model, Serial Number, and Equipment Type fields can be edited on the header and Details tab of the Equipment Manager window.
  3. Choose Save to save your changes. When the record is saved, the corresponding Service Management equipment record is also updated with your changes.