System

A System is a group of equipment installed and serviced by the company or an outside service company.  A Site may have an unlimited number of Systems. Systems are attached to Site records.  To add additional Systems, you must first access the custo...

Systems are attached to Site records.  To edit a System, you must first access the customer record. From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers. The Customers list will be displayed.  If you know...

A System is attached to a Site, which is attached to Customer record.  To inactivate a System, you must first access the customer record. From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers. The Customer...

To access the System Custom Fields, you must first open a customer record. From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers. The Customers list will be displayed.  Locate the customer in the list, and...

The Systems List is a tab available when navigating to Accounts Receivable > Customers. Systems Tab The default view in the grid area of the Systems tab displays system number, site name, system type, panel type, and the site address.  There are m...

The System record is accessed from a Customer record, and like the customer record, has several tabs of information related to the System.  Users with the appropriate permissions may add, edit, or delete data related to the System. To open a System...