You can view the customer location's equipment.

Viewing Equipment

1. To view the equipment for a customer location, select a customer in the Customer Hub.

2. In the details section of the Customer Hub, select the Equipment tab.

3. 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 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

• Component

• Master Equipment ID

• Component Quantity

• 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