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How to Manage Customer Equipment

To view the customer equipment list 

  1. While on a customer record, click System.
  2. Navigate to the Equipment section.

NOTE: Any time the equipment list is greater than 50 records, pagination (also known as paging) takes effect and divides the total list into "pages" of 50 records each. When this happens, it will be indicated by a list of horizontally spaced numbers, enclosed by angel brackets, at the bottom of the equipment list, the last page number intentionally separated by an ellipses if there are more than four total pages (if the equipment list is less than 50 records, there will be no pagination).

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To toggle views

  1. Click Equipment Info to show more information on the equipment.
  2. Click Install Status to see what has been installed.

To edit equipment

  1. In the Equipment section, click on the desired equipment row.
  2. Make any desired edits.
  3. Click Save.

To bulk edit equipment

  1. In the Equipment section, select the items to be edited.
  2. Click Bulk Edit.
  3. Make all desired edits.
  4. Click Save.


To add equipment

  1. On the Equipment section, click Add.

To add equipment manually

  1. Select Manual Entry on the Add window.
  2. Fill out the required fields and make any desired edits.
  3. Click Save.

To add an equipment package

  1. Select Copy from Package on the Add window.
  2. Fill out the required fields.
  3. Click Save.


To delete equipment

  1. While on the Equipment page, click Delete in the lower left of the page.
  2. A confirmation message will appear. Click Delete to confirm.


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