Asset Warranties - Revision history

Dina at 10:18, 24 May 2020

2020-05-24T10:18:04Z

← Older revision		Revision as of 10:18, 24 May 2020
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	To view which Assets are about to expire, you can either sort the Asset list in the Assets window by expiration date, or generate an Asset report which filters Assets by Warranty/License Expiration.		To view which Assets are about to expire, you can either sort the Asset list in the Assets window by expiration date, or generate an Asset report which filters Assets by Warranty/License Expiration.

	[[File:~~commit_assets_expiration_report~~.gif\|center]]		[[File:assets_expiration_report.gif\|center]]

	== Settings Reminders ==		== Settings Reminders ==
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	Every technician in charge of a certain Asset or customer can add Tasks with pop-up reminders from the Pending tab of the Asset. For example, you can add a Task for the Asset and set a reminder to pop up 4 weeks prior to the expiration date, and another one for two weeks prior to the expiration date.		Every technician in charge of a certain Asset or customer can add Tasks with pop-up reminders from the Pending tab of the Asset. For example, you can add a Task for the Asset and set a reminder to pop up 4 weeks prior to the expiration date, and another one for two weeks prior to the expiration date.

	[[File:~~commit_assets_expiration_reminder~~.zoom93.png\|center]]		[[File:assets_expiration_reminder.zoom93.png\|center]]

	Note that you can send an email from the Asset window (using the Email icon on the tool bar) which will automatically copy the Asset information into an email which you can send to the customer as a reminder to renew the licenses.		Note that you can send an email from the Asset window (using the Email icon on the tool bar) which will automatically copy the Asset information into an email which you can send to the customer as a reminder to renew the licenses.

Dina at 13:01, 15 May 2020

2020-05-15T13:01:21Z

← Older revision		Revision as of 13:01, 15 May 2020
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	<br>		<br>

	[[File:~~commit_assets_expiration_red~~.gif\|center]]		[[File:assets_expiration_red.gif\|center]]

	To view which Assets are about to expire, you can either sort the Asset list in the Assets window by expiration date, or generate an Asset report which filters Assets by Warranty/License Expiration.		To view which Assets are about to expire, you can either sort the Asset list in the Assets window by expiration date, or generate an Asset report which filters Assets by Warranty/License Expiration.

Dina: /* Scheduling Asset reports */

2018-11-11T14:59:11Z

Scheduling Asset reports

← Older revision		Revision as of 14:59, 11 November 2018
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	The [[~~https://www.commitcrm.com/wiki/~~Report_Scheduler#Scheduling_a_Report_for_Customers\|Report Scheduler for Customers]] allows to automate sending reports to customers with Assets that will expire soon.		The [[Report_Scheduler#Scheduling_a_Report_for_Customers\|Report Scheduler for Customers]] allows to automate sending reports to customers with Assets that will expire soon.

	For example:		For example:
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	[[File:Schedule_asset_warranty_report3.png]]		[[File:Schedule_asset_warranty_report3.png]]


	==See Also==		==See Also==

Dina: /* See Also */

2018-11-11T14:58:09Z

Sheli at 08:44, 16 August 2013

2013-08-16T08:44:17Z

← Older revision		Revision as of 08:44, 16 August 2013
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	{{Usermanualsassets}}		{{Usermanualsassets}}
			__TOC__

	You can use Assets to track equipment '''warranty and license expiration dates'''. This can help you increase revenues and provide added value to your clients by automatically reminding them when hardware warranties will expire, when software update subscription licenses will end, etc		You can use Assets to track equipment '''warranty and license expiration dates'''. This can help you increase revenues and provide added value to your clients by automatically reminding them when hardware warranties will expire, when software update subscription licenses will end, etc

Sheli: /* Tracking Expiration Dates */

2011-04-04T19:45:13Z

Tracking Expiration Dates

← Older revision		Revision as of 19:45, 4 April 2011
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	When an [[Assets\|Asset]] has passed its Warranty/License Expiration Date, the date is displayed in red when viewing Assets in the Assets window, and in any other window.		When an [[Assets\|Asset]] has passed its Warranty/License Expiration Date, the date is displayed in red when viewing Assets in the Assets window, and in any other window.

	Assets are linked to the Account and when you try to select an expired Asset for a new service Ticket it warns you that the warranty has expired.		Assets are linked to the Account and when you try to select an expired Asset for a new service Ticket it warns you that the warranty has expired. See [[Preventive_Maintenance\|Preventive Maintenance]] for more details.
			<br>

	[[File:commit_assets_expiration_red.gif\|center]]		[[File:commit_assets_expiration_red.gif\|center]]

Sheli: /* Tracking Expiration Dates */

2011-04-04T19:38:17Z

Tracking Expiration Dates

← Older revision		Revision as of 19:38, 4 April 2011
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	== Tracking Expiration Dates ==		== Tracking Expiration Dates ==
	When an [[Assets\|Asset]] has passed its Warranty/License Expiration Date, the date is displayed in red when viewing Assets in the Assets window, and in any other window.		When an [[Assets\|Asset]] has passed its Warranty/License Expiration Date, the date is displayed in red when viewing Assets in the Assets window, and in any other window.
	When a [[Sales\|sale opportunity]] is won, and you want to translate it to the actual job, you can easily convert it into a Ticket or a Contract or Asset from the Sales Opportunity window > More Actions menu.

	~~Once the lead becomes a real customer, you just need~~ to ~~change its type into "Customer", thus keeping all the linked information with~~ the Account~~. which displays the Asset. It also warns you that the warranty has expired~~ when you try to select ~~this~~ Asset for a new service Ticket.		Assets are linked to the Account and when you try to select an expired Asset for a new service Ticket it warns you that the warranty has expired.

	[[File:commit_assets_expiration_red.gif\|center]]		[[File:commit_assets_expiration_red.gif\|center]]

Sheli: /* Tracking Expiration Dates */

2011-04-04T19:30:39Z

Tracking Expiration Dates

← Older revision		Revision as of 19:30, 4 April 2011
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	== Tracking Expiration Dates ==		== Tracking Expiration Dates ==
	When an [[~~Asset Management~~\|Asset]] has passed its Warranty/License Expiration Date, the date is displayed in red when viewing Assets in the Assets window, and in any other window.		When an [[Assets\|Asset]] has passed its Warranty/License Expiration Date, the date is displayed in red when viewing Assets in the Assets window, and in any other window.
	When a [[Sales\|sale opportunity]] is won, and you want to translate it to the actual job, you can easily convert it into a Ticket or a Contract or Asset from the Sales Opportunity window > More Actions menu.		When a [[Sales\|sale opportunity]] is won, and you want to translate it to the actual job, you can easily convert it into a Ticket or a Contract or Asset from the Sales Opportunity window > More Actions menu.

Yarden at 10:50, 17 August 2009

2009-08-17T10:50:47Z

← Older revision		Revision as of 10:50, 17 August 2009
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	*[[Barcodes and Assets]]		*[[Barcodes and Assets]]

	[[Category:~~Common~~ Work Flows]]		[[Category:Work Flows]]
	[[Category:Assets]]		[[Category:Assets]]

Yarden at 14:16, 12 August 2009

2009-08-12T14:16:01Z

← Older revision		Revision as of 14:16, 12 August 2009
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			{{Usermanualsassets}}

	You can use Assets to track equipment '''warranty and license expiration dates'''. This can help you increase revenues and provide added value to your clients by automatically reminding them when hardware warranties will expire, when software update subscription licenses will end, etc		You can use Assets to track equipment '''warranty and license expiration dates'''. This can help you increase revenues and provide added value to your clients by automatically reminding them when hardware warranties will expire, when software update subscription licenses will end, etc

← Older revision		Revision as of 14:58, 11 November 2018
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	Note that you can send an email from the Asset window (using the Email icon on the tool bar) which will automatically copy the Asset information into an email which you can send to the customer as a reminder to renew the licenses.		Note that you can send an email from the Asset window (using the Email icon on the tool bar) which will automatically copy the Asset information into an email which you can send to the customer as a reminder to renew the licenses.

			==Scheduling Asset reports==

			Using the [[Report_Scheduler#Scheduling_a_Report_for_Employees\|Report Scheduler for Employees]] you can have the expired Assets report to be emailed to you in advance.


			The [[https://www.commitcrm.com/wiki/Report_Scheduler#Scheduling_a_Report_for_Customers\|Report Scheduler for Customers]] allows to automate sending reports to customers with Assets that will expire soon.

			For example:

			''Weekly report of Assets whose warranty expires next week''

			[[File:Schedule_asset_warranty_report1.png]]


			''A monthly report sent at the last day of each month at 4:30pm listing all of Assets that will expire next month.''

			[[File:Schedule_asset_warranty_report3.png]]


	==See Also==		==See Also==