Adding or Editing an Account Asset

You can add a new asset to an account or edit the list of assets associated with an account.

Your security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality.

To add

1. Open the Account Detail view.
2. Click the Assets tab. If the tab is not visible, click the More Tabs tab.
3. Click the Add Asset button.
   
4. Complete the required asset information boxes.
5. Click OK.
   The asset appears in the product list for that account.

To edit

1. On the Account Detail view, select the Assets tab.
2. On the Assets tab, do one of the following:
   • Click Edit, edit the asset information boxes and click OK.

   • Select the record you want to edit, make your changes in the grid, and then click Save. To undo your changes, click Reset before you click Save.

     Not all columns can be edited in the grid. To determine if a column can be edited, click in the grid. If a white box appears, then the column can be edited.

Related Topics

Deleting an Asset from an Account