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Asset Master in CentraHub CRM

In CentraHub CRM, Customer Asset refers to products that were sold to customers and were later considered for service provision under Service Contracts and Service Level Agreements. The Asset master gives complete information of all products under the Service Contract and SLAs for any specific customer.

Steps to Create a New Asset Master

Steps to Create a New Asset Master

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1. Click on the Customer Asset module or click the arrow beside the customer asset module.

2. Click on Create Customer Asset from the drop-down list.

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3. Enter the relevant details on the New Customer Asset page.

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 the date on which the customer purchased the product.

Asset Type

Select the asset type of the product.

Serial No

Enter the serial number of the product.

Warranty Expiry

Enter the warranty expiry date of product.

4. Click Save to save the Customer Asset. A New Customer Asset would be created.

Note: There are two options, one named ‘Save’ and another named ‘Save and New’. The former would just save the Customer Asset you just created while the latter would save the new Asset and open a fresh page to create yet another new Asset.

You could use the ‘Cancel’ option to cancel the current Customer Asset creation.

Steps to View Customer Assets

Steps to View Customer Assets

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1. Click on Customer Asset on the left side of the service desk on homepage.

2. Click View Customer Asset (the View Customer Asset page would be displayed).

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3. On Customer Asset List page, you can view all the existing Customer Assets.

1. Edit

Edit any saved Customer Asset.

2. View

To select the view layout of the Customer Asset page.

3. Look In

Check which users have access.

4. Customer Asset

Create a new Customer Asset.

5. Actions (3Dot)

Perform different actions.

6. Split Button

Get Customer Assets in list view or split view.

7. Go

Search among the saved Customer Assets.

8. Filter

Find any Customer Asset by using filter options.

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3. Click on any individual record of Customer Asset for a detailed view of Customer Asset.

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Field Description for a New Activity

1. Edit

Edit details regarding any Customer Asset.

2. Delete

Delete any Customer Asset.

3. Clone

Clone the selected Customer Asset and modify its details.

4. Show details

Details of Customer Asset.

5. Tags

Add tags to any Customer Asset.

6. Related list

Shows all the activities related to the Customer Asset.

7. Activity stream

Shows a history of actions with reference to Customer Asset.

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