Adding an Account Asset

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

Note: The security access determines what functions are available. Contact the 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 More Tabs.
  3. Click (Add Asset).
  4. Complete the required asset information fields.
  5. Click OK.

    The asset appears in the product list for that account.

Parent topic: What Are Assets?
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