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You can view the customer location's equipment. 

Table of Contents

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: 
    • Add Note - Opens the Service Call note window. See Working with

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    • Attachments. (Displays if a note exists.)
    • View Attachment - Opens the Notes/Attachments window.

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Available data columns

The default columns that display are:

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  • Notes

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  • Attachments

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  • Equipment ID
  • Description
  • Contract
  • Equipment Type
  • Manufacturer

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

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

There are no additional columns available to display.