For contacts with specific equipment, associate one or more pieces of equipment with the contact information record.
Specific equipment can be a system, position, asset, or location. To associate equipment with contact information:
-
Select Operations > Call Center > Contact Information.
-
Select the contact for which to associate equipment, and then click the Equipment tab.
-
Click Add Equipment.
-
Specify this information:
Equipment - Specify the equipment to associate with the contact.
Equipment is multi-select to save time.
Type - Select the request type for the equipment.
-
Click Submit.