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Hi All,
Just wanted to get some advice. I am looking to add the ability to store customer assets/inventory against their customer account. In short i want to be able to add items such as phone systems, CCTV and access control units etc and store their serial numbers, MAC addresses, date purchased whether it is covered under support contract etc and then be able to run reports to show all customers that have a specific item etc. What would you say is the best way to achieve this please?
Thanks
Gary
Hi partner,
It depends on your business requirement.
For example, if you want to store multiple MAC addresses for one contact, you could create a new custom entity named MAC Address and create a N:1 relationship between it and contact, then add a sub grid of MAC Address on contact form, and the MAC Address could also show in reports.
If each contact has only a special number or CCTV or phone systems, you could just add a field on the contact form.
If my understanding is not correct, please share more details and complete requirement.
Best Regards,
Leo
Hi There,
Thank you for your reply. I am more looking to have a sperate tab against the company that shows the customer inventory and is able to list all items individually so I can see the item type such as CCTV NVR its serial number date of purchase etc. IS there nothing out of the box that could be used for this. Not sure exactly if the products or devices entities could be used? Any advice would be appreciated.
You could find subgrids in related tab in your contact form.
For example, I want to see all contacts in account form with their information, I could open account form, click on "Related", select "Contact".
If you want to add more fields on the view, you could go to Settings->Customizations->Customize the system->Contact->View->Contact Associated view.
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