Client Management                               Customer Explorer                               Customer Structure

Customer Structure

System Tree Right-Click Options

Equipment

When highlighting the Equipment option within the System tree, the Active Pane will display a list of all equipment installed for the System.  Right-clicking on the Equipment menu option will display a list of the following options: New Equipment, Equipment Detail, Equipment Summary and Refresh.  These options are explained below and on the next page.

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New Equipment – Selecting this option will open the Equipment Edit data entry form.  Once information is entered and saved, a new Equipment item will appear in the System Equipment list.

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Refresh – Selecting this option will refresh the Equipment List displayed in the Active Pane.

 

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