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Assets Management module for Perfex CRM - Organize company and client assets

Assets Management module for Perfex CRM - Organize company and client assets

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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.

* The recorded videocast contains visuals using Perfex CRM Flat Admin Theme. Our module will not change the apperance of your admin area.

Included functions

Assets Management Module contains the following functionality:

  • Create assets (editing/removing it aswell)
  • Create customer-based Assets, corporate-only assets and mixed ones
  • 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 add images to your assets (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, or try its demo installation (credentials below).























    Demo website

    Feel free to check out our live demo, which contains Assets Management module in production (sample Perfex CRM install).

    Keep in mind that demo resets every hour (first fith minute of the hour :05 )

    Click here to try Assets Management Module admin demo

    Username: demo@themesic.com
    Password: 456654



    Click here to try Assets Management Module customer demo

    Username: client@themesic.com
    Password: 456654






    Documentation & Support

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




    Version 1.1.0b

    -Minor fix for 'Visible to client' option
    

    Version 1.1.0

    -Support for Assets' images
    -Support for Customers-based assets, and mixed-assigned assets (Customers + Corporate)
    -Customers can now browse through their Assets in their client area
    -Added 'Assets' in permission view of every contact, in order to prevent Assets view from specific Contacts
    

    Version 1.0b

    -Fix for provider's relationship during Allocation
    -Minor language pack edit
    

    Version 1.0a

    -Addressed/corrected preview bug related toattachments
    -Added Dutch language pack, thanks to Mark Metroid
    

    Version 1.0

    -Initial version
    
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