Asset Window

This window allows you to add/edit a Customer Asset. The following fields are available:

Owned by Customer
All Assets are owned by a particular Customer. This will show either a drop down or a search box depending on your personal preferences

Asset Number
This, or Description are required.

Description
This, or Asset Number are required.

Type
Required. Enables you to classify Assets, typical values might be e.g. Software, Printer, Monitor etc. If you click on the arrow in the Asset Type field it will display a list of choices. If you wish to add a New Asset Type you can click the '+' button next to it.

End-user
Optional. Specify which Contact normally uses this Asset. This can be helpful when you are creating a new Job as you can then choose to only show those Assets for the selected Contact. This will show either a drop down or a search box depending on your personal preferences

Manufacturer
Model No.
Serial No.
Notes
Purchase Date
Disposal Date
Purchase Order
Invoice No.
Vendor

These are all optional.

Custom1, Custom2
Optional. These two fields will probably be have renamed (see custom fields. You may enter up to 255 characters.

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