How do I export information for a trend report on assets?
You can export information by generating a  CSV Asset Report which can be used for trend information.  This can be a report of all Assets for can be don...
Thu, 20 Apr, 2023 at 4:23 PM
How do I view a specific client's assets?
You can view a specific clients Assets through the Contact card and through the Asset Register. Contacts > Select the contact > Activity > Asse...
Thu, 20 Apr, 2023 at 4:24 PM
How do I add a resource to an Asset?
Resources can be uploaded onto an Asset Card. Web Portal > Assets > Asset Register and select the asset that you are adding the Resource to > Resou...
Thu, 8 Jun, 2023 at 3:11 PM
How do I hide an Asset table and reveal upon an answer?
You can hide an Asset table and then reveal it after a question has been answered. This is set up by using Events in the Form Builder. 
Wed, 14 Jun, 2023 at 3:43 PM
Can I edit an Asset Type?
Asset Types in your Web Portal provide a way to categorise and manage various assets. Editing an Asset Type can be necessary to keep your asset management s...
Fri, 27 Oct, 2023 at 11:39 AM
How do I access the Asset Module?
Once the Asset Module is activated in your account, you can access Assets both via the Web Portal and the App. In the Web Portal, you can find Assets direc...
Mon, 13 Nov, 2023 at 9:08 AM