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Assets Management module for Perfex CRM 1.0a

Assets Management module for Perfex CRM

Assets Management Module for Perfex CRM is a module that provides the ability to manage the company’s assets inside Perfex’s dashboard. You will be able to separate your assets based on groups/locations/units and assign them to staff members. Check the next section of this description, for a complete list with functionality actions.

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Main features of Assets Management module for Perfex CRM

  • Create assets (editing/removing it as well)
  • Create customer-based Assets, corporate-only assets, and mixed ones
  • Revoke an asset
  • Add additional assets in existing asset
  • Assign an asset on a specific staff user
  • Transfer assets between users
  • Report an asset loss
  • Report an asset as a broken one
  • Liquidation record of an asset
  • Warranty record of an asset
  • Allocated Assets list
  • Revoked Assets list
  • Deprecated Assets list
  • Ability to separate assets based on unique units, asset groups, and asset locations (listing as well)
  • Ability to add images to your assets (publicly accessible, through changeable constant for upload dir)

What’s New in Assets Management 1.0a

-Support for Assets' images
-Support for Customers-based assets, and mixed-assigned assets (Customers + Corporate)
-Customers can now browse through their Assets in their client area
-Added 'Assets' in permission view of every contact, in order to prevent Assets view from specific Contacts

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