FAQs in this section
How do I create an asset?
How do I share an asset?
How do I add a document 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 add a Work Order from an Asset record?

How do I add a case from an asset record?

Follow these steps to add a case from an asset record:
  1. Click the Main Menu.
  2. Go to the Inventory tab.
  3. Select the Assets module.
  4. Open any Asset record.
  5. Click the More 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 the list.
    2. Create Cases
      1. If you want to add a new case, select this option.
      2. Fill in 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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