FAQs in this section
How do I create an asset?
How do I add a document from an asset record?
How do I add a case from an asset record?
How do I export an asset record?
How do I print an asset record?
How do I change the template of an asset?
Is the Assets module available for the Sales Starter edition?
What are Assets?
What are the benefits of assets?
How do I create an Asset from Quick Create?
How do I share an asset?
Table of Contents
You can share an asset with a customer by sending a link to the asset or by sending the asset itself as an attachment.
-
As link
Follow these steps to share the asset as a link:
- Click the Main Menu.
- Go to the Inventory tab.
- Select the Assets module.
- Open any Asset record.
- Click the Do button in the Summary View.
- Select Share.
- Click Share as a link.
- A mail compose window opens with the asset record’s link.
- Enter the recipient's details.
- Click Send.
-
As attachment
Follow these steps to share the asset as an attachment:
- Click the Main Menu.
- Go to the Inventory tab.
- Select the Assets module.
- Open any Asset record.
- Click the Do button in the Summary View.
- Select Share.
- Click Share as an attachment.
- A mail compose window opens with the asset record as the attachment.
- Enter the recipient's details.
- Click Send.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment