--- title: SERVICE MANAGER - Customer Equipment List Functionality description: Customer Equipment List Functionality --- [Skip to content](https://cs.geminilogic.com/en/manual/service-manager-customer-equipment-list-functionality#main-content) English Show submenu for translations [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new?hsLang=en) [Customer portal](https://cs.geminilogic.com/tickets-view?hsLang=en) ![Gemini-Logic-Logo (1).png\]](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=40&name=Gemini-Logic-Logo%20(1).png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new) - [Customer portal](https://cs.geminilogic.com/tickets-view) - [Go to Gemini Logic](https://www.geminilogic.com/) [Go to Gemini Logic](https://www.geminilogic.com/) Search the User Manual - There are no suggestions because the search field is empty. 1. 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[Spire User Manual - Service Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-service-manager?hsLang=en) # SERVICE MANAGER - Customer Equipment List Functionality ## Customer Equipment List Functionality ### ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-39-48-19-PM.png?width=50&height=59&name=image-png-Sep-05-2022-02-39-48-19-PM.png) - **Access** - **Customer** text menu \> **Equipment**            **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-39-58-35-PM.png?width=248&height=181&name=image-png-Sep-05-2022-02-39-58-35-PM.png)** - - **Customer Details** \> **Equipment** tab            ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-40-03-34-PM.png?width=553&height=225&name=image-png-Sep-05-2022-02-40-03-34-PM.png) - red lettering indicates there is a Communication present - **![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-06-41-51-0972-PM.png) 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![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-40-09-33-PM.png) - **Equipment List Customization** - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-40-16-20-PM.png) Filters** - create a filter for this list - click ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-40-22-43-PM.png) **Filters** - select from the **Any** or **All** operators![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-40-30-09-PM.png) - 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 ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-41-10-03-PM.png?width=20&name=image-png-Sep-05-2022-02-41-10-03-PM.png) to add a line of criteria - to remove the criteria line, click ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-41-10-22-PM.png?width=20&name=image-png-Sep-05-2022-02-41-10-22-PM.png) - make any column adjustments (see [Column Customization](https://cs.geminilogic.com/en/manual/service-manager-customer-equipment-list-functionality#column-customization)) - select ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-41-51-60-PM.png)  **Filters** ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-41-57-94-PM.png) for save options                           ![FiltersMenu](https://cs.geminilogic.com/hs-fs/hubfs/FiltersMenu.png?width=167&height=160&name=FiltersMenu.png) - - - - **Save as default** - this filter will load when you click the ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-41-51-60-PM.png) **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                                           ![ServiceManagerEquipmentListFilterName](https://cs.geminilogic.com/hs-fs/hubfs/ServiceManagerEquipmentListFilterName.png?width=199&height=132&name=ServiceManagerEquipmentListFilterName.png) - - - - - select ![RadialButtonBlue](https://cs.geminilogic.com/hs-fs/hubfs/RadialButtonBlue.png?width=16&height=16&name=RadialButtonBlue.png) **User** if this filter will be used by you only - select ![RadialButtonBlue](https://cs.geminilogic.com/hs-fs/hubfs/RadialButtonBlue.png?width=16&height=16&name=RadialButtonBlue.png) **Company** if it is to be accessed by all users - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) 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:                                            ![ServiceManagerEquipmentListFilterMenu](https://cs.geminilogic.com/hs-fs/hubfs/ServiceManagerEquipmentListFilterMenu.png?width=229&height=193&name=ServiceManagerEquipmentListFilterMenu.png) - - - - click on the ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-44-12-59-PM.png) Filters button to release the current filter to see entire list or start new filter - **Icon Menu Customization** - hover over the Icon Group handle ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-47-13-82-PM.png?width=6&height=35&name=image-png-Sep-05-2022-02-47-13-82-PM.png) until you see ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-47-18-79-PM.png?width=30&height=26&name=image-png-Sep-05-2022-02-47-18-79-PM.png) - 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 ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-44-41-99-PM.png) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-46-00-35-PM.png?width=34&name=image-png-Sep-05-2022-02-46-00-35-PM.png) Column Sort / Search** - click on any column heading to sort the list by that column**![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-45-39-54-PM.png)** - further narrow your search by just typing (in this case ‘972’) and the list will highlight the closest match, in currently sorted column ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-46-02-93-PM.png?width=34&name=image-png-Sep-05-2022-02-46-02-93-PM.png) - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-44-19-19-PM.png?width=75&name=image-png-Sep-05-2022-02-44-19-19-PM.png) - type any character(s) into this field and the list will narrow to only records containing the character(s) typed, somewhere in the details ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-44-30-40-PM.png) - open an Equipment item and use the **Navigate** buttons ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-45-13-09-PM.png?width=106&name=image-png-Sep-05-2022-02-45-13-09-PM.png) 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![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-47-27-71-PM.png) - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-47-34-90-PM.png) Export Equipment List** in your filtered or un-filtered list in Excel or CSV type![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-47-40-34-PM.png) - - will export Service Order List visible, with the current column layout and sort order - click ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-47-48-02-PM.png) **Export** - choose the location **File name**, and **Save as** it is to be saved in![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-48-05-83-PM.png) - **Save** **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-48-10-09-PM.png)** - option to **Open File** right away from excel, make any changes or build any desired formulas - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#main-content) - [Tips and Tricks](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-sales) - 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