How to associate an asset to a specific company and/or contact?
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Updated: 12/15/2021
Article #: 285
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Asset Management allows you to create & track your own company's assets (computers, cars, phones etc..) as well as assets that belong to your contacts and/or companies that you service or manage.
To associate an asset to either a company or contact, follow these steps: 1. Log in to your Cayzu Help Desk with an agent 2. Click Contacts (left menu) 3. Now sort by Company or Contact (Depending if the asset belongs to a specific Company or Contact)
4. Click on the company or contact name you'd like to associate the asset to. 5. Now Click either Actions - "Add Asset" or "Add Asset to Company" 6. Fill in the on-screen options and Click Save when done. 7. You're all set. The asset is now associated to the company/contact of your choosing.
Related:
Want more information on Cayzu Help Desk? Visit https://www.cayzu.com
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