To edit the System Parts List, access the customer record.
From the main menu, arrive at the Customers list with this path: CRM > Customers.
The Customers list opens. Locate the customer in the list, and then click the hyperlink in the Customer # column to open the customer record.
The Customer record opens. Click the Sites/Systems tab, and then in the Site Number column, click the hyperlink of the Site to which the System is linked.
The Site record opens. Click the Systems tab. A list of Systems attached to the Site is listed in the grid area. In the System Number column, click the hyperlink of the desired System.
The System record opens. Click the System Parts tab. Within the grid area, double-click the part to be edited.
A dialog box opens. In the banner, the part selected is displayed. Make the necessary changes, and then click the OK button when finished.
