Associating equipment with contact information

For contacts with specific equipment, associate one or more pieces of equipment with the contact information record.

Note: Specific equipment can be a system, position, asset, or location.

To associate equipment with contact information:

  1. Select Operations > Call Center > Contact Information.
  2. Select the contact for which to associate equipment, and then click the Equipment tab.
  3. Click Add Equipment.
  4. Specify this information:
    Equipment
    Specify the equipment to associate with the contact.
    Note:  Equipment is multi-select to save time.
    Type
    Select the request type for the equipment.
  5. Click Submit.