Assets were developed to gather information about things the client owns. You can use it to simply note what services or products you sold to the client. You can also add here information about expiration date if your services or products require it:

It's a very simple module but gathers very important information as you see. There are a couple of things you have to know about this module


Comments and discussion:

You can use this feature to keep more information about the asset, or to have a discussion about it with your team members:



When you set expiration date you will be notified 7, 3 and. 24 hours before it on email. Admin and assigned to client people will be notified so you can keep control over the extension


A summary of all assets

You can find a summary of all the assets. when you click that option on a list taskbar:

On an assets list, you can see what your client own