How do I view a specific client's assets? : Formitize Help Desk

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Modified on: Thu, 20 Apr, 2023 at 4:24 PM

You can view a specific clients Assets through the Contact card and through the Asset Register.

Contacts > Select the contact > Activity > Assets.

Filtering Assets for a specific client can also be done through the Asset Register.

Assets > Asset Register > Select the Client from the drop down menu.

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