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