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Add/Edit...Equipment Info...Types

'Types' of equipment you add to your database can be added in two ways. The first way is while you are populating the information while adding new equipment to a company in Equipment View. The second way is from a master list in Equipment Info. of 'Types' you have added previously.

Adding Types in Equipment View
When adding new equipment to a company using Equipment View, a list of 'Types' can be accessed using a drop-down menu in the 'Edit Equipment Type' field.

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Dashboard - Adding 'Type' in Equipment View



Dashboard - Edit Equipment Field

In Equipment Fields, clicking the HM_clip1483will open the Edit Equipment Field dialog. You can type a new 'Type,' start typing one that is already populated and the text will display, or select a 'Type' from the drop-down list. Click the Edit Manufacturer 2023-05-03 at 12.09.40 PMto accept or the Edit Manufacturer 2023-05-03 at 12.11.29 PMto cancel. Clicking Edit Manufacturer 2023-05-03 at 12.13.01 PMwill move you forward or back in the Equipment View fields. You can also edit/delete the text in this field.

Note: Remember the drop-down list will only be populated if you have entered the 'Type' previously in the field or from the master list, which is explained next.

Add/Edit Type List
To add to or manage the Types list, in the IndySoft header, click this Add/Edit Lists icon IndySoft - INDYSOFT (Session_ #570211) 2023-05-03 at 9.17.45 AMon the left side and select Equipment Info...Types from the drop-down menu.



Add/Edit 'Type'

Be sure you're adding 'Type' into the right 'Company.' Click Image 2023-05-03 at 9.04.02 AM'New Item' to add a new 'Type' or Image 2023-05-03 at 9.03.02 AM to 'View/Edit Item.' (Sort by clicking the header above the column).

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Add New Type Dialog

prod_tip Productivity Tip

The Add/Edit Type dialog box can be filtered and customized differently. See General Interface for more information.

Buttons and Icons are detailed here.