1. Service Management Implementation Guide
  2. Creating Equipment Master Records Manually: Non-CRM Users

Creating Equipment Master Records Manually: Non-CRM Users

Access the Work With Equipment Master form and click Add. On the Equipment Master Revisions form, enter, review, and revise equipment master records.

Equipment Master Revisions form (1 of 2)
Equipment Master Revisions form (2 of 2)

Select these tabs:

  • Customer/Equipment

  • Classification 1 and Classification 2

  • Accounting

  • Service