System

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 can add, edit, or delete data related to the System. To open a Sys...

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 ...

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: CRM > Customers. The Customers list opens. If you know the name of the cust...

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: CRM > Customers. The Customers list ...

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: CRM > Customers. The Customers list opens. Locate the customer in the list, and then click the hype...

The Systems List is a tab available when navigating to CRM > 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 many other...