Track Customer Assets

Assets are items (usually physical) such as hardware, software, furnishings, fittings etc. By identifying the Asset which is involved in a Helpdesk Job, you may be able to reduce future problems.

Assets belong to Customers, and can optionally be assigned to Contacts:

• Customers
  • Departments
    • Contacts

To see the list of Assets, open the Customers Information folder in the tree view at the left of the main window then click the Assets icon. This will display the default view for Assets:

This list is empty, as the default database does not contain any Assets.

New
To create a new Asset do one of the following:

• File Menu, New Asset
• Press the F4 key
• Right click on the Asset and select New Asset
• Double click the Asset

This will display the Asset window where you can add the new Asset information.

Edit Asset
To edit a Asset do one of the following:

• File Menu, Edit Asset
• Press the F5 key
• Right click on the Asset and select Edit Asset

This will display the Asset window where you can amend the Asset information.

Delete Asset
To delete a Asset do one of the following:

• File Menu, Delete Asset
• Press the F6 key
  
• Right click on the Asset and select Delete Asset

NB Deleting a Asset will also delete all Jobs and Operator Activity information that relate to this Asset. This action cannot be undone.

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