What is an Asset?

How do I create Assets manually?

How do I quickly create a Asset record?

How do I import Assets from external source?

How do I export Asset records to spreadsheet?

How do I manage records in Assets module?

How do I associate Assets with other records?

What is an Asset?

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Assets are tangible or intangible resources that are rendered to your customers. When products are shipped to customers, information of individual product item like: Product Number, Serial Number, Date Sold, Customer Name etc are stored in Simply CRM as Asset records. With Assets, it becomes easy for your support center to audit individual product items, and cases resolved upon them.

Create Assets Manually

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You can enter Asset details manually from Assets Module. This might come handy if you will have to enter Asset details individually.

Steps to create Asset records manually

1. In Assets tab, click on Add Asset button
2. In the Create Asset view, fill in the details
3. Click Save

Quick Create

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You can enter basic details of Asset record through Quick create. This might be helpful if you are running out of time.

Steps to create Asset records through Quick create

1. Click (+) Icon on top right corner
2. Click Asset
3. In the Create Asset view, fill in the Asset details
4. Click Save

Importing Assets from Existing files

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simply CRM supports importing Assets from external sources such as .csv and vcf files. As it saves lots of time and efforts, it might come in really helpful for your Sales Team to import thousands of records instantly. Learn more

Exporting Assets to External Source

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If you ever want your data in the form of a spreadsheet, you can export your Assets records right away.

Steps to export your data

1. Click Assets tab

2. Click More button > Export

3. In the Export Records page, you will find the following options

Export selected records	Click on the radio button to export the records selected in List view
Export data in current page	Click on the radio button to export all the records that are on the current list view page
Export all data	Click on the radio button to export all records in Assets Module

4. Click Export Assets button.

Managing Assets

#	List of operations you can perform on records in Assets Home page
1	Create Custom filters to classify records as per your requirements. You can be able to limit your search to selected columns and search criteria.
2	Click on Mass Actions button and perform actions on desired records like: Edit and Delete
3	Click Settings button > Edit Fields to configure fields and customize the layout of fields through Layout Editor
4	Click Settings button > Edit Workflows to view / create new Workflows on Assets
5	Click Settings button > Edit Picklist values to modify picklist values through Picklist Editor
6	Search desired records

#	List of operations you can perform on records in detail view of Asset record
1	Click Edit button to modify existing content.
2	Click More > Delete to delete the existing Asset record
3	Click More > Duplicate to clone the existing Asset record
4	Click More > Convert as FAQ

Associating Assets with Other Records

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This will display all-round view of relations of Assets module with other modules and maintains log of complete history.

You can keep track of following details in Assets Module

Trouble Tickets	To view all the existing Tickets (Cases)
Documents	To associate existing documents with Asset record

Note

The Asset record can also be associated with Organizations, Products and Invoice. This information is not displayed in Related records of Assets.