Assets Management module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

Assets Management Module for Perfex CRM, is a module that provides the ability of managing company’s assets inside Perfex’s dashboard. You will be able to separate your assets based on groups/locations/units and assign them to staff members. Check the next section of this description, for a complete list with functionality actions.

Included functions

Assets Management Module contains the following functionality:

Create an asset (editing/removing it aswell)

Revoke an asset

Add additional assets in existing asset

Assign an asset on a specific staff user

Trasnfer assets between users

Report an asset loss

Report an asset as a broken one

Liquidation record of an asset

Warranty record of an asset

Allocated Assets list

Revoked Assets list

Deprecated Assets list

Ability to separate assets based on unique units, asset groups and asset locations (listing aswell)

Ability to create attachments (publicly accessible, through changeable constant for uploadsdir)

Please give module’s video-preview a quick view, in order to view a sample use-case of the Assets Management module inside Perfex CRM.

Assets Management module for Perfex CRM - 1

Assets Management module for Perfex CRM - 2

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket at our support area.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.