FAQs in this section
How can I create an asset?
How can I share an asset?
How can I add a document from an asset record?
How can I export an asset record?
How can I print an asset record?
How can 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?
Can I create an Asset from Quick Create?

How can I add a case from an asset record?

Follow these steps to add a case from an asset record:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Assets module.
  4. Open any Asset record.
  5. Click the Do button in the Summary View.
  6. Click Add or Create button.
  7. Select Cases.
  8. Here, you see two options on your screen:
    1. Select Cases
      1. If you want to add an existing case, select this option.
      2. Hover over a record in the list of all existing cases to display the radio buttons.
      3. Click the radio button on the left side of the record to select the record.
      4. Click Add Selected button present below of the list.
    2. Create Cases
      1. If you want to add a new case, select this option.
      2. Fill all the necessary details.
      3. Click Save.
The linked case will be seen in the Issues widget in the Summary View of the asset record.
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