SERVICE MANAGER - Customer Equipment List Functionality

Customer Equipment List Functionality

 

• Access
  • Customer text menu > Equipment

           

• • Customer Details > Equipment tab

           

• red lettering indicates there is a Communication present
• Refresh - load any new Equipment items that may have been entered by another user since the last time data was refreshed, and which may not be displayed
• Equipment List Customization
  •   Filters - create a filter for this list
    • click Filters
    • select from the Any or All operators
    • select from the list of fields to set the criteria
    • select from the operators ie: ‘contains’, ‘does not contain’, etc - this operators list changes based on the field selected in the previous step
    • enter the criteria information (ie: ‘Intek)
    • if desired click to add a line of criteria
    • to remove the criteria line, click
    • make any column adjustments (see Column Customization)
    • select   Filters for save options

                         

• • • • Save as default - this filter will load when you click the Filters button
      • Remove default to remove the previously set default Filter
      • Save filter if you are making changes to a previously saved Filter
      • Save filter as… will allow you to name the Filter with the following options:   
        • give this filter a name

                                         

• • • • • select User if this filter will be used by you only
        • select Company if it is to be accessed by all users
        • Save column state if you have removed or added columns, or have sorted the list by one of the columns
        • click OK
        • the new Filter is also accessible in the Filter menu:

                                           

• • • • click on the Filters button to release the current filter to see entire list or start new filter
      • Icon Menu Customization
        • hover over the Icon Group handle until you see
        • drag the Icon Group to where you want it
      • Column Customization
        • drag and drop columns for preferred positioning
        • right-click on any column heading to list to identify which columns you wish to see in the grid
          
      •   Column Sort / Search - click on any column heading to sort the list by that column
        • further narrow your search by just typing (in this case ‘972’) and the list will highlight the closest match, in currently sorted column
      • - type any character(s) into this field and the list will narrow to only records containing the character(s) typed, somewhere in the details
      • open an Equipment item and use the Navigate buttons to page through the items in the list, filtered or not filtered, in order of the current column sort
    • Customer Equipment List Context Menu - right-click on any item to display
• Export Equipment List in your filtered or un-filtered list in Excel or CSV type

• • will export Service Order List visible, with the current column layout and sort order
  • click Export
  • choose the location File name, and Save as it is to be saved in
  • Save
    
  • option to Open File right away

from excel, make any changes or build any desired formulas