You can view a specific clients Assets through the Contact card, through the Asset Register, and via Reports.
Go to CRM > All Contacts > Select the edit arrow for the contact management portal > Assets tab > select the relevant Assets List from the dropdown.
Filtering Assets for a specific client can also be done through the Asset Register.
Go to Assets > Asset Register > Filter by 'Client contains [contact name]'.
You can alternatively filter an Assets report.
Go to Reports > Assets tab > select Client from the Client dropdown list. You can also save the list as a CSV to use in Excel by selecting Download CSV after filtering the client's Assets.
