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Warranty Management in CentraHub CRM

CentraHub CRM’s Warranty Management tool helps to reduce warranty cost and increases the revenue of service. It maintains complete details about the customers, products and their warranties. The warranty management tool helps to keep each and every information about the products in a single cloud platform. It includes a centralized form that can be accessed anytime and from anywhere.

In CentraHub, warranty management warranty-management can be created in three steps:

Steps to Create Custom List View for Contract Module

Steps to Create Custom List View for Contract Module

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1. Go to settings of CentraHub CRM, type Contract in the search box on the left side of the screen.

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2. From the Contract drop-down list, click on List Layout.

3. On the Contract List Layout page, click the New List layout.

4. On the New List Layout page, enter the relevant details.

Field Specification of Contract List Layout:

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View Name

Enter view name as Warranty Management.

Remarks

Enter remarks for the Warranty Management.

Type

Select the radio button to apply view type as Public, Private or Role-specific.

Search in

Select any saved Warranty Management record

Is default

Set On for the default. (To use layout view as default for all records)

Search criteria

Select the search criteria.

Display column & sort order

Select features by moving them from the Available List to the Selected List using arrows.

Sort by

Sort all the records in ascending or descending order.

Search by

Select the radio button to search records. (Alphabets or layout)

5. Click Save. (Contract list view would be created)

Steps to Create Contract type as Warranty

Steps to Create Contract type as Warranty

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1. Under the Contract module of CRM Settings, click on Fields.

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2. On the Contract Fields page, click on the Edit option beside the Contract Type. (Field properties window would be displayed)

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3. Under the field setup, click on the values to create the Contract Type as Warranty.

4. Click Ok.

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To set field rules for the Contract type

1. In the Contract Field list, click on Rule to create the field level rules.

2. In the Field Rule window, do the following.

Name

Enter the Rule name. (Example: Name - Contract type)

Apply on

Select the checkbox where the field rule needed to be applied.

IF

Enter the condition for the field.

Condition

Apply the condition. (To add more conditions click on the + button)

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3. Click Ok.

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