To Create Customer Equipment Entries:
• | On the Tasks Panel at the left of the screen, use the Action Manager to select Equipment Lookup: |
• | Or, on the Work Menu at the top of the screen, |
► | Click the Equipment button |
► | Or, click the Equipment down-arrow, and select Create Equipment |
• | At the bottom left of the Equipment Lookup screen, click the New button. |
► | As soon as you select your Customer & Job Site, the Customer Equipment Details screen will appear. |
To access the Actions menu for the Equipment Lookup screen:
• | Click the Actions button at bottom left |
• | Right-click any detail line |
• | The Actions menu contains the following options: |
Page url: http://www.fieldone.com/startech/help/index.html?_cust_equip_create_new_.htm