stwman11
August 16th, 2021, 11:48 AM
Looking to figure out the best way to keep track of assets for MSP programs. For instance, an account is opened with a SAS service under my company, so I create an asset for it. Now, I want to add X client's account. I can create a new sub-asset under this asset, but when I choose their account, it is then assigned to them, not visible under sub-assets. With my logic, it seems I would create a sub-asset for the client under the asset I created for my account, to keep them together. But, it looks like my logic is not holding up. What I see in my mind is a list of all the clients assets linked to my Parent asset listed under sub-assets in my account. The best I can tell, I would use the Notes or Description section to type in their names but that would make it hard to list and to search, so it does not sound right to me. Or maybe I assign the sub-asset to my account and use the Asset Name to type in their Account Name. I most certainly understand that I may not have the logic of Assets clear in my understanding, but that is why I am writing, to get some clarification on how best to record these accounts and keep track of them for reporting and reference.