Assets Management Module For Perfex CRM - Organize Company And Client Assets

Assets Management module for Perfex CRM – Organize company and client assets

Note: This is a module for Perfex CRM. Not a standalone script.

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Assets Management for Perfex

Assets Management Module for Perfex CRM, is a module that gives the power of managing company’s assets inside Perfex’s dashboard. You will have the ability to separate your assets based mostly on teams/places/models and assign them to employees members. Check the following part of this description, for a whole record with performance actions.

* The recorded videocast incorporates visuals utilizing Perfex CRM Flat Admin Theme. Our module won’t change the apperance of your admin space.

Included features

Assets Management Module incorporates the next performance:

Create assets (modifying/eradicating it aswell)

Create buyer-based mostly Assets, company-solely assets and blended ones

Revoke an asset

Add further assets in present asset

Assign an asset on a selected employees consumer

Trasnfer assets between customers

Report an asset loss

Report an asset as a damaged one

Liquidation file of an asset

Warranty file of an asset

Allocated Assets record

Revoked Assets record

Deprecated Assets record

Ability to separate assets based mostly on distinctive models, asset teams and asset places (itemizing aswell)

Ability so as to add photos to your assets (publicly accessible, by changeable fixed for uploadsdir)

Please give module’s video-preview a fast view, with a view to view a pattern use-case of the Assets Management module inside Perfex CRM, or strive its demo set up (credentials under).

Demo web site

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Feel free to take a look at our reside demo, which incorporates Assets Management module in manufacturing (pattern Perfex CRM set up).

Keep in thoughts that demo resets each hour (first fith minute of the hour :05 )

Click here to try Assets Management Module admin demo

Username: demo@themesic.com
Password: 456654

Click here to try Assets Management Module customer demo

Username: client@themesic.com
Password: 456654

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Documentation & Support

Included documentation will enable you to add and activate the module inside Perfex CRM, in case you are not conscious on easy methods to do it. Our help workforce is at all times round to assist. Feel free to lift a help ticket at our support area.
Guys from help division will get again to you as quickly as attainable with a reply, guiding you thru any points.

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Version 1.1.0c

-Minor repair for 'Report Broken' possibility, for the newest model of Perfex's CRM core

Version 1.1.0b

-Minor repair for 'Visible to client' possibility

Version 1.1.0

-Support for Assets' photos
-Support for Customers-based assets, and blended-assigned assets (Customers + Corporate)
-Customers can now flick through their Assets of their client space
-Added 'Assets' in permission view of each contact, with a view to stop Assets view from particular Contacts

Version 1.0b

-Fix for supplier's relationship throughout Allocation
-Minor language pack edit
-Minimum PHP model required: 7.4

Version 1.0a

-Addressed/corrected preview bug associated toattachments
-Added Dutch language pack, due to Mark Metroid

Version 1.0

-Initial model

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Assets Management module for Perfex CRM – Organize company and client assets