2
guides
Records
Browse all Farin help guides tagged with Records, including setup steps, screenshots, and workflow help.
All tagged articles
Customers and growth 4 min read
Create customer records and keep the customer list clean
Use the customer list and new-customer flow to keep records easy to find before orders, notes, and automations depend on them.
customerssetuprecordscrm
Admin and internal tools 4 min read
Track equipment records, files, and maintenance details
Use the equipment area to keep one record for each asset instead of scattering manuals, notes, and maintenance details across the team.
equipmentassetsmaintenancerecords