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Editing Assets - Contacts Tab

Last updated: Thu, 27 Apr 2017 19:05:50 GMT
iOFFICE Knowledge Center

Editing Assets - Contacts Tab

View contact information for manufacturers, dealers, parts vendors, and designated local contacts associated with this asset.

  1. Click the red  to remove a contact from the asset. This does not remove the contact from the main contact database.

  2. To associate a new contact with that asset, click Add Contact. 

  3. Type the contact’s name and matching results appear. Click the desired result.

 

Note: If the contact is not in the database, go to the Vendors section of the Asset Admin module to add a vendor. See Administrative Functions below.

 

  1. Choose a contact type category from the drop-down menu.

  2. Click Save to save any changes. Click Remove to remove the asset from inventory. Click Cancel to exit without saving changes.

 

Figure: Edit Asset Screen - Contacts Tab

 

 

Related Topics

Agreements Tab

Attachment Tab

Information Tab

Meters Tab

Replacement Tab

Inventory

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