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.
Before beginning to learn how to associate an asset to a company and/or contact, see these FAQs:
- How do I create an asset category?
- How to create custom fields associated to an asset?
- How to associate an asset to a specific company and/or contact?
- How to allow end-users to utilize assets in conjunction with your end-user portal
Assets were created to be able to be exposed and used by both your agents and end-users (contacts) when trying to answer or get support.
Utilizing Assets as an agent within a support ticket:
Assets can be linked to specific contact's or companies. As contacts submit tickets an agent can click either the contact's name > View Profile or MORE>Linked assets to quickly see the contact's associated assets:
After a ticket is submitted by an end-user that chose an asset as part of the ticket creation, the asset will also be listed on the ticket's side menu:
Want more information on Cayzu Help Desk? Visit https://www.cayzu.com
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