en

Knowledge

  1. Home
  2. Knowledge
  3. Fixed Equipment Management module for Perfex CRM

Asset Detail

  • Last Created On Jul 10, 2023
  • 195
0 0
  • Step 1. Go to Assets menu under Fixed Equipment module from the left sidebar.
  • Step 2. Hover over the asset and click View

  • Step 3. Redirect to asset detail
    • Details tab

    • Licenses tab
      Show a list of licenses checked-out to this asset

    • Components tab
      Show a list of components checked-out to this asset

    • Assets tab 
      Show a list of assets checked-out to this asset.

    • Maintenances tab
      Show the list of maintenance generated for this asset

    • History tab
      Manage activity history: create, update, check-out, check-in.

    • Files tab
      Allows users to upload files related to the asset: user manual, purchase receipt, actial photo,etc.

Views: 195

Recent Articles

  • Updated Feature in Version 1.0.3 of the...
    36
  • SMS Notifications for Vendor Registratio...
    46
  • Updated Feature in Version 1.1.4 of the...
    45
  • How to Create Custom Fields for the Logi...
    58
  • Temp Staffing Module - Clients Portal
    60

Popular Articles

  • Warehouse
    2072
  • Item Settings
    1731
  • General Accounting Settings
    1465
  • Plaid environment & Setup Your Bank Acco...
    1409
  • Mapping Setup
    1291