Yetiforcecrm: How do I create an asset for an account?

Created on 2 Sep 2017  ยท  4Comments  ยท  Source: YetiForceCompany/YetiForceCRM

Hello, I'm not sure how to label this as a question. I'm using yetiforce 4.0

I've used vtiger for years but really liked a lot of what yetiforce has to offer. I deal with a lot of support related questions and am wanting to keep track of them. What I use to do with vtiger is create an account and then add products or assets to that account with particulars about the asset the customer owned.

Lets say it's a printer, the type of printer, the ip address of the printer, links to an online manual, pictures, location in an office, etc. The greatest bit of this is that I could create tickets on said printer, so when I look at the asset I could see how many issues have occurred with the printer and find out if there is a common problem etc.

From what I understand in yetiforce, is that it uses assets, but I can't seem to find a way to create an asset for an account where I can record some of these details. I've tried to find whatever help I could online for this issue but can't find any mention of it.

โ” question

Most helpful comment

@scsikid

  1. Create product
  2. Create account
  3. Create asset with relation to product and account (there are field where you can select relative module and record from this module)

The same procedure like in vtiger

All 4 comments

@scsikid

  1. Create product
  2. Create account
  3. Create asset with relation to product and account (there are field where you can select relative module and record from this module)

The same procedure like in vtiger

I haven't used vtiger in probably 5 years and things may have changed. However I have a bit of confusion. So I did a quick create for a product. When I add it to the trouble ticket it only shows up under "product name". Asset is different, when clicking the plus sign I can create an asset but it wants a date it was sold etc. This wasn't something sold, should I just pick an arbitrary date?

Maybe I'm doing something incorrect? Thanks for the help, and sorry if I typo'd anything.

@scsikid uncheck mandatory from admin panel field parameters for fields what you don't plan to use.

Check here: Software configuration > Standard modules > Edit fields > Start

image

Thanks again.

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