Assets Management module for Perfex CRM – Organize company and client assets 1.1.0c
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.
Assets Management Module contains the following functionality:
Create assets (editing/removing it aswell)
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
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 add images to your assets (publicly accessible, through changeable constant for uploadsdir)
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