Importing info

[kwhelchel]

OK now time to import data from our other system. we currenty use a product called e-automate works but not totaly fits our needs. Now my thing is this I have customers/accounts in the system in one set of files and in another set I have the equipment they have listed. So where would I go to link the equipment to the accounts that I have?? I need this to be avaible for cases and such.
Equipment includes: Software type, computers, printers and anything they might have associated with it.

We are a point of sale dealer so the cases need to list the equipment that they have along with anyone viewing the account

Thanks
Keith

[christianknoll]

There is no equipment module. We have developed a service extsnion that has an installed base that is linke to accounts and cases and also has the capability to manage service orders. But this is not sugar standard.

christian.

OK now time to import data from our other system. we currenty use a product called e-automate works but not totaly fits our needs. Now my thing is this I have customers/accounts in the system in one set of files and in another set I have the equipment they have listed. So where would I go to link the equipment to the accounts that I have?? I need this to be avaible for cases and such.
Equipment includes: Software type, computers, printers and anything they might have associated with it.

We are a point of sale dealer so the cases need to list the equipment that they have along with anyone viewing the account

Thanks
Keith

[kwhelchel]

That Might work were can I find it?

Keith

There is no equipment module. We have developed a service extsnion that has an installed base that is linke to accounts and cases and also has the capability to manage service orders. But this is not sugar standard.

christian.