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2.3 Machinery
In addition to the General section of the customer list, there is also a tab concerning Machinery.
In order for a machine to be included in a customer’s file, it must be linked to a Location.
In the Machinery section of the customer data base, it will be possible to add all machinery data and to display a list of all machinery entered, with the possibility of also adding attachments:
During the completing of our intervention, it will then be possible to enter the machinery on which the machining will be carried out:
The report that the technician receives will be viewed as follows:
In addition, the “Machine/Machinery” sign can be changed for this section.
Go to settings, clicking on options you will find the section “Two-level customer property information”. By enabling it, names can be edited in the singular and plural. It is important to click on SAVE after entering the name.