Description
The Systems tab allows you to keep track of the equipment, software, facilities, etc. that may be relevant to your company in future sales or support activities.
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Points of Interest
- The Systems tab can be used to catalog the "stuff" your customer has that's relevant to you, such as equipment, facilities, software, etc.
- The fields below Install Date in the left column are "custom fields" defined by your administrator to suit your business, up to 10 total.
- The Systems Summary (not shown) lists all Systems for the Account including the name, description, and points of contact for each.
- As usual, you can add notes or attach documents such as schematics, floor plans, etc. Very useful for support.
