Assets Management Module for Perfex CRM, is a module that provides the ability of managing 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.
Included functions
Assets Management Module contains the following functionality:
- Create an asset (editing/removing it aswell)
- Revoke an asset
- Add additional assets in existing asset
- Assign an asset on a specific staff user
- Trasnfer 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 aswell)
- Ability to create attachments (publicly accessible, through changeable constant for uploadsdir)
Please give module’s video-preview a quick view, in order to view a sample use-case of the Assets Management module inside Perfex CRM.
Set-up
Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.
Support
Our support team is always around to help. Feel free to raise a support ticket at our support area.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.
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