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 add a case from 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 export an asset record?

Follow these steps to export an asset:
  1. Click the Main Menu.
  2. Go to the Inventory tab.
  3. Select the Assets module.
  4. In the List View, hover over any asset record to display the radio button on the left side.
  5. Click the radio button for the selected record.
  6. Click the Export button.
  7. Select any one of the following options:
    1. Export Selected Records - This option will export only the selected records.
    2. Export data on the current page - This option will export the records to the current page.
    3. Export all data - This option will export all the data on all the pages of the Assets module.
The exported record will be saved on your local system.
 
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