Xcitium Platform

• Introduction To CRM
  • Login To CRM
• The CRM Admin Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Manage Assets

The 'Assets List' interface lets you view and update assets details, including contact information, shipping information, assigned staff and more.

View asset details

• Click 'All' > 'Assets' under 'Inventory' to open the 'Assets List' interface

• Click the asset name to open the 'Asset Summary' interface

You can edit an asset record in three ways:

• Click 'All' > 'Assets' to open the 'Assets List' interface

• Select the asset and then click the 'Edit' button from the 'Actions' menu

OR

• Click the asset name and then 'Edit on the top right of the 'Asset Summary' interface

OR

• Click 'All' > 'Assets' to open the 'Assets List' interface

• Place your mouse cursor anywhere in the asset record row to display the action buttons on the extreme right of the row.

• Click the 'pencil' icon to open the opportunity edit interface:

• See this table for descriptions of the fields in the 'Asset Details' interface

• Update the asset details as required and click 'Save'

Updates

The 'Updates' section shows a history of changes related to the asset. Example updates include if asset details are changed or if the asset is reassigned.

• Click 'All' > 'Assets' under 'Inventory' to open the 'Assets List' interface

• Click the asset name to open the 'Asset Summary' interface

• Click 'Updates' on the right side menu

Full information about the updates to the asset record will be displayed.