items sectionItems Section
In the Items section, you can see a list of all the items that have been sold to this customer.

View the Items List

For each item in the list, you can see:

  • The manufacturer and item name
  • Location: The location the item was installed
  • Quantity: The quantity sold
  • Serial: The item serial number
  • Installed: The quantity installed

Search for Items

You can search for particular items in the Items List using the Wild Card Search field at the top of the screen.

  1. Type in an item name, location name, manufacturer name, etc. in the search bar
  2. Hit the enter key to search
  3. Click the “X” button to clear the search
    edit item detailsView or edit item details in the Item Details popup

View/Edit Item Details

Click an item in the list (or click the edit icon) to view or edit item details:

  • Hide Item: Click this button to hide the item from the list
  • Date installed: View/edit the install date
  • Location Name: View/edit the location the item was installed
  • Manufacturer: View/edit the item manufacturer’s name
  • Serial Number: View/edit the item serial number

Print an Items Report

To print a list of all items sold to this customer:

items reportThe Items Report
  1. Click the View Items Report button
  2. Enter additional information for each item (if desired) in the available columns:
    1. Warranty Mo.:
      1. Click in the empty space where the Warranty Mo. column meets the item row you would like to update
      2. Type in the item’s warranty month
    2. Serial # Mac:
      1. Click in the empty space where the Serial # Mac column meets the item row you would like to update OR hit the tab key from the previous field
      2. Type in the item’s serial number
    3. Installation Date:
      1. Click in the empty space where the Installation Date column meets the item row you would like to update OR hit the tab key from the previous field
      2. Choose the date the item was installed
  3. Click the Options button at the top of the Items Report
  4. Click the Print button

Options Button

Click the Options button at the top of the Items Report for additional options:

options popover menuOptions popover menu in the Items Report
  • Print: Print the items report
  • Toggle Hidden: Click this button to show all hidden items
  • Show All: Click the button to show all items
  • Hide All: Click the button to hide all items

New Record Button

To add a new record to the Item Report:

  1. Click the New Record button in the bottom-left corner
  2. A new item row will open for the new item at the bottom of the report
  3. Input all of the item information in the available fields
    1. Type: Choose an item type from the dropdown
      !(right zoom caption){IMAGE-LINK+crm-items-itemsreport}!Add a new record to the Notes Report
    2. Manufacturer: Choose a manufacturer from the dropdown
    3. Item: Choose an item from the dropdown
    4. Location: Choose a location for this item from the dropdown list
    5. Qty: Type in a quantity for this item
    6. Warranty Mo.: Type in a warranty month for this item (optional)
    7. Serial #: Type in a serial number for this item (optional)
    8. Installation Date: Type in an installation date for this item (optional)
    9. Show/Hide: Click the link to show/hide the item
Learn more about the Items section by watching the Items video:

Last modified: 18 Mar 2019

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