customer assets in centrahubcrm

Asset Master

field-description

Field Description for a New Customer Asset

Account

Select the account from the drop-down list for which Customer Asset has to be added.

Product

Select a product from the drop-down list as Customer Asset.

Purchase Date

Enter purchase date of the customer.

Asset Type

Select the asset type of the product.

Serial No

Enter the serial no. of the product.

Warranty Expiry

Enter the warranty date expiry date of product.

  • 4. Click Save to save the Customer Asset. New Customer Asset is created.

Note: You have Save and New option to save the current Customer Asset and automatically load a new page to create a new Customer Asset or Cancel to cancel the current Customer Asset creation.

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customer assets list in centrahubcrm
1. Edit

To edit any saved Customer Asset.

2. View

To select the view layout of the Customer Asset page.

3. Look in

Shows the users having access to that page.

4. Customer Asset

To create a new Customer Asset.

5. Actions (3Dot)

To perform various actions.

6. Split Button

To view Customer Assets in list view or split view.

7. Go

To search the saved Customer Asset.

8. Filter

To find any Customer Asset by using filter options.

detailed view of customer assets information
1. Edit

To edit details regarding any Customer Asset.

2. Delete

To delete any Customer Asset.

3. Clone

To clone the selected Customer Asset and enter the desired details.

4. Show details

To show details of Customer Asset.

5. Tags

To add tags for any Customer Asset.

7. Related list

Shows all the activities related to the Customer Asset.

8. Activity stream

Shows a history of actions with reference to Customer Asset.

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