Assets - Revision history

Dina: /* Introduction */

2024-11-18T13:48:47Z

Introduction

← Older revision		Revision as of 13:48, 18 November 2024
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	Asset management in RangerMSP is designed to help IT managers and service providers to quickly and efficiently get to the root of problems with the help of the Asset service [[history]] feature, and the Asset management overview of customer hardware and software inventory.		Asset management in RangerMSP is designed to help IT managers and service providers to quickly and efficiently get to the root of problems with the help of the Asset service [[history]] feature, and the Asset management overview of customer hardware and software inventory.

	Each Asset can be linked to a specific customer, and it represents their equipment (hardware) or software~~. Once an Asset is linked to an [[Accounts\|Account]], and service [[Tickets]] are opened for it, this link to the Account becomes permanent (i.e. you cannot link it to any other Account)~~.		Each Asset can be linked to a specific customer, and it represents their equipment (hardware) or software.

	~~Each Asset can be one of the following types: Hardware, Software or Other.~~ For each ~~of the types~~, you can manage slightly different information which is relevant to the Asset type, and track the relevant activity.		For each Asset type, you can manage slightly different information which is relevant to the Asset type, and track the relevant activity.

	==Asset Fields==		==Asset Fields==

Dina at 07:48, 8 July 2020

2020-07-08T07:48:52Z

Dina at 12:45, 25 May 2020

2020-05-25T12:45:17Z

← Older revision		Revision as of 12:45, 25 May 2020
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	To add a new Asset from the application:		To add a new Asset from the application:
	# Click the New button in the Asset Window or Assets tab. The New Asset Window opens:<br>[[File:~~commit_assets_new~~.gif\|center]]		# Click the New button in the Asset Window or Assets tab. The New Asset Window opens:<br>[[File:assets_new.gif\|center]]
	#In this Window, you can set the following fields:		#In this Window, you can set the following fields:
	##Asset Name (mandatory)		##Asset Name (mandatory)

Dina at 12:08, 28 March 2020

2020-03-28T12:08:15Z

← Older revision		Revision as of 12:08, 28 March 2020
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	[[File:~~Commitcrm_assets_details_window~~.png\|center\|link=]]		[[File:assets_details_window1.png\|center\|link=]]


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	You can search for Assets by information stored in the various fields of the Asset.		You can search for Assets by information stored in the various fields of the Asset.

	[[File:~~Commitcrm_assets_search_toolbar~~.png\|center]]		[[File:assets_search_toolbar.png\|center]]

	The most common searches for Assets are based on Asset Name, Asset Code, Asset Description or the Asset's Serial Numbers. To find an Asset based on information stored in one of these fields, click on the drop-down menu next to Find to select the field where the requested information is stored:		The most common searches for Assets are based on Asset Name, Asset Code, Asset Description or the Asset's Serial Numbers. To find an Asset based on information stored in one of these fields, click on the drop-down menu next to Find to select the field where the requested information is stored:

	[[File:~~Commitcrm_asset_search_fields~~.png\|center]]		[[File:asset_search_fields.png\|center]]

	== Tracking an Asset's Service History ==		== Tracking an Asset's Service History ==
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	You can view an Asset's entire Service History in the Asset window under the Preview or History tab, together with any other activities performed for the Asset. Tickets can also be viewed in the dedicated Tickets tab.		You can view an Asset's entire Service History in the Asset window under the Preview or History tab, together with any other activities performed for the Asset. Tickets can also be viewed in the dedicated Tickets tab.

	[[File:~~commitcrm_assets_service_tickets~~.png\|center]]		[[File:assets_service_tickets.png\|center]]

	== Importing Assets ==		== Importing Assets ==
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	In addition, customers with web access can optionally have access to their Assets online. (Note that you can select not to show Assets to customers.)		In addition, customers with web access can optionally have access to their Assets online. (Note that you can select not to show Assets to customers.)

	[[File:~~Commitcrm_web_assets_list~~.png\|center]]		[[File:web_assets_list.png\|center]]

	For each Asset, you can view the full Asset details, and edit it to modify Asset details.		For each Asset, you can view the full Asset details, and edit it to modify Asset details.

	[[File:~~Commitcrm_web_assets_details~~.png\|center]]		[[File:web_assets_details.png\|center]]

	You can also open new Tickets for an Asset while on-site, directly from the Asset details window:		You can also open new Tickets for an Asset while on-site, directly from the Asset details window:

	[[File:~~Commitcrm_web_assets_details_create_new~~.png\|center]]		[[File:web_assets_details_create_new.png\|center]]

	== Labels ==		== Labels ==

Dina: /* Web Access */

2018-05-08T13:06:41Z

Web Access

← Older revision		Revision as of 13:06, 8 May 2018
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	In addition, customers with web access can optionally have access to their Assets online. (Note that you can select not to show Assets to customers.)		In addition, customers with web access can optionally have access to their Assets online. (Note that you can select not to show Assets to customers.)

	[[File:~~commit_assets_web_list~~.~~gif~~\|center]]		[[File:Commitcrm_web_assets_list.png\|center]]

	For each Asset, you can view the full Asset details, and edit it to modify Asset details.		For each Asset, you can view the full Asset details, and edit it to modify Asset details.

	[[File:~~commit_assets_web_details~~.~~gif~~\|center]]		[[File:Commitcrm_web_assets_details.png\|center]]

	You can also open new Tickets for an Asset while on-site, directly from the Asset details window:		You can also open new Tickets for an Asset while on-site, directly from the Asset details window:

	[[File:~~commit_assets_web_details_new_ticket~~.~~gif~~\|center]]		[[File:Commitcrm_web_assets_details_create_new.png\|center]]



	== Labels ==		== Labels ==

Dina: /* Tracking an Asset's Service History */

2018-05-07T10:54:59Z

Tracking an Asset's Service History

← Older revision		Revision as of 10:54, 7 May 2018
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	You can view an Asset's entire Service History in the Asset window under the Preview or History tab, together with any other activities performed for the Asset. Tickets can also be viewed in the dedicated Tickets tab.		You can view an Asset's entire Service History in the Asset window under the Preview or History tab, together with any other activities performed for the Asset. Tickets can also be viewed in the dedicated Tickets tab.

	[[File:~~commit_assets_service_tickets~~.~~gif~~\|center]]		[[File:commitcrm_assets_service_tickets.png\|center]]

	== Importing Assets ==		== Importing Assets ==

Dina: /* Searching for Assets */

2018-05-07T10:30:15Z

Searching for Assets

← Older revision		Revision as of 10:30, 7 May 2018
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	You can search for Assets by information stored in the various fields of the Asset.		You can search for Assets by information stored in the various fields of the Asset.

	[[File:~~commit_assets_search_toolbar~~.~~gif~~\|center]]		[[File:Commitcrm_assets_search_toolbar.png\|center]]

	The most common searches for Assets are based on Asset Name, Asset Code, Asset Description or the Asset's Serial Numbers. To find an Asset based on information stored in one of these fields, click on the drop-down menu next to Find to select the field where the requested information is stored:		The most common searches for Assets are based on Asset Name, Asset Code, Asset Description or the Asset's Serial Numbers. To find an Asset based on information stored in one of these fields, click on the drop-down menu next to Find to select the field where the requested information is stored:

	[[File:~~Commitcrm_assets_search_toolbar~~.png\|center]]		[[File:Commitcrm_asset_search_fields.png\|center]]

	== Tracking an Asset's Service History ==		== Tracking an Asset's Service History ==

Dina: /* Searching for Assets */

2018-05-07T10:28:10Z

Searching for Assets

← Older revision		Revision as of 10:28, 7 May 2018
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	The most common searches for Assets are based on Asset Name, Asset Code, Asset Description or the Asset's Serial Numbers. To find an Asset based on information stored in one of these fields, click on the drop-down menu next to Find to select the field where the requested information is stored:		The most common searches for Assets are based on Asset Name, Asset Code, Asset Description or the Asset's Serial Numbers. To find an Asset based on information stored in one of these fields, click on the drop-down menu next to Find to select the field where the requested information is stored:

	[[File:~~commit_assets_search_menu~~.~~gif~~\|center]]		[[File:Commitcrm_assets_search_toolbar.png\|center]]

	== Tracking an Asset's Service History ==		== Tracking an Asset's Service History ==

Dina: /* Linking Assets to Tickets */

2018-05-07T10:25:48Z

Linking Assets to Tickets

← Older revision		Revision as of 10:25, 7 May 2018
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	When creating a new Ticket, you can select the relevant Asset which should be linked to this Ticket by clicking the drop-down menu and selecting the relevant Asset. If you want to add a new Asset to the Ticket, you can do so from within the New Ticket window by clicking the "+" button and adding the new Asset on-the-fly. This new Asset will be automatically linked to the Ticket and to the Account.		When creating a new Ticket, you can select the relevant Asset which should be linked to this Ticket by clicking the drop-down menu and selecting the relevant Asset. If you want to add a new Asset to the Ticket, you can do so from within the New Ticket window by clicking the "+" button and adding the new Asset on-the-fly. This new Asset will be automatically linked to the Ticket and to the Account.

	[[File:~~commit_assets_new_from_ticket~~.~~gif~~\|center]]		[[File:Asset_selection_new_asset_in_new_ticket.png\|center]]

	== Searching for Assets ==		== Searching for Assets ==

Dina: /* Adding New Assets */

2018-05-07T09:43:49Z

Adding New Assets

← Older revision		Revision as of 09:43, 7 May 2018
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	##Asset Code		##Asset Code
	##Quantity		##Quantity
			##Type
	##Location		##Location
	##Description.		##Description.
	#You can also link the Asset to the Account who is the customer that owns the Asset.		#You can also link the Asset to the Account who is the customer that owns the Asset.
			#In this Window you can add [[Asset_Configuration_Note\|Asset Configurations]]:<br>[[File:New_asset_configuration.png\|center]]

	'''Notes:'''		'''Notes:'''
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	#New Assets can be created from a Charge by right clicking the Charge and selecting the New Asset from Charge’ option.		#New Assets can be created from a Charge by right clicking the Charge and selecting the New Asset from Charge’ option.
	#New Assets can be created based on Devices managed by your RMM system, [[MSP_Integration_Setup\|click here]] to learn more about CommitCRM’s integration with RMM systems.		#New Assets can be created based on Devices managed by your RMM system, [[MSP_Integration_Setup\|click here]] to learn more about CommitCRM’s integration with RMM systems.


	==Sub-Assets==		==Sub-Assets==

← Older revision		Revision as of 07:48, 8 July 2020
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	==Introduction==		==Introduction==
	~~CommitCRM~~'s '''Asset Management''' feature lets you easily track and manage customer equipment, PC inventory and software licenses/subscriptions.		RangerMSP's '''Asset Management''' feature lets you easily track and manage customer equipment, PC inventory and software licenses/subscriptions.

	Asset management in ~~CommitCRM~~ is designed to help IT managers and service providers to quickly and efficiently get to the root of problems with the help of the Asset service [[history]] feature, and the Asset management overview of customer hardware and software inventory.		Asset management in RangerMSP is designed to help IT managers and service providers to quickly and efficiently get to the root of problems with the help of the Asset service [[history]] feature, and the Asset management overview of customer hardware and software inventory.

	Each Asset can be linked to a specific customer, and it represents their equipment (hardware) or software. Once an Asset is linked to an [[Accounts\|Account]], and service [[Tickets]] are opened for it, this link to the Account becomes permanent (i.e. you cannot link it to any other Account).		Each Asset can be linked to a specific customer, and it represents their equipment (hardware) or software. Once an Asset is linked to an [[Accounts\|Account]], and service [[Tickets]] are opened for it, this link to the Account becomes permanent (i.e. you cannot link it to any other Account).
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	== Adding New Assets ==		== Adding New Assets ==
	New Assets can be added from the Account window, Ticket window, or Asset window. You can also import Assets from Excel® files, CSV files, or other tabular formats into ~~CommitCRM~~. You can read more about importing Assets in [[Assets#Importing Assets\|Importing Assets]].		New Assets can be added from the Account window, Ticket window, or Asset window. You can also import Assets from Excel® files, CSV files, or other tabular formats into RangerMSP. You can read more about importing Assets in [[Assets#Importing Assets\|Importing Assets]].

	It is also possible to create a Sub-Asset, which is a regular Asset that is linked to a Parent Asset. Sub Assets can be added from the Sub-Assets tab of the Parent Asset. See [[Assets#Creating New Sub Assets\|Creating New Sub Assets]].		It is also possible to create a Sub-Asset, which is a regular Asset that is linked to a Parent Asset. Sub Assets can be added from the Sub-Assets tab of the Parent Asset. See [[Assets#Creating New Sub Assets\|Creating New Sub Assets]].
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	#For quick creation of Assets for specific Accounts, you can also add the Asset directly from the Account window.		#For quick creation of Assets for specific Accounts, you can also add the Asset directly from the Account window.
	#New Assets can be created from a Charge by right clicking the Charge and selecting the New Asset from Charge’ option.		#New Assets can be created from a Charge by right clicking the Charge and selecting the New Asset from Charge’ option.
	#New Assets can be created based on Devices managed by your RMM system, [[MSP_Integration_Setup\|click here]] to learn more about ~~CommitCRM’s~~ integration with RMM systems.		#New Assets can be created based on Devices managed by your RMM system, [[MSP_Integration_Setup\|click here]] to learn more about RangerMSP’s integration with RMM systems.

	==Sub-Assets==		==Sub-Assets==
	Sub-Assets in ~~CommitCRM~~ allow you to link between assets, which sets a main parent Asset and Sub-Assets under it. This feature makes it possible to see all parts and software assets that belong to a main Asset.		Sub-Assets in RangerMSP allow you to link between assets, which sets a main parent Asset and Sub-Assets under it. This feature makes it possible to see all parts and software assets that belong to a main Asset.

	For example, you can create a main Asset that is a server and hold its hard-drives, antivirus licenses, and other parts as Sub-Assets.		For example, you can create a main Asset that is a server and hold its hard-drives, antivirus licenses, and other parts as Sub-Assets.
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	== Importing Assets ==		== Importing Assets ==
	You can import Assets from Excel® files, CSV files, or other table formats into ~~CommitCRM~~. When importing an Assets file, you should select the Asset type (Hardware, Software or Other), and optionally link all the imported Assets to a specific Account. If no Account is selected, the newly created Assets will not be linked to any Account, and you will be able to link them at a later stage.		You can import Assets from Excel® files, CSV files, or other table formats into RangerMSP. When importing an Assets file, you should select the Asset type (Hardware, Software or Other), and optionally link all the imported Assets to a specific Account. If no Account is selected, the newly created Assets will not be linked to any Account, and you will be able to link them at a later stage.

	To import Assets, on the Main menu select '''Tools > Import and Export > Import Assets:'''		To import Assets, on the Main menu select '''Tools > Import and Export > Import Assets:'''
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	#Select the type of Assets you want to import:''' Hardware, Software, or Other.'''		#Select the type of Assets you want to import:''' Hardware, Software, or Other.'''
	#Select whether to link all imported Assets to a selected Account or import them without assigning an Account to the newly created Assets.		#Select whether to link all imported Assets to a selected Account or import them without assigning an Account to the newly created Assets.
	#Map the imported data with the equivalent ~~CommitCRM~~ fields.		#Map the imported data with the equivalent RangerMSP fields.
	#Make sure you have all the mandatory fields in your input file. Specifically, make sure to map the Asset name as this is a mandatory field (see [[Assets#Field List\|Field List]]).		#Make sure you have all the mandatory fields in your input file. Specifically, make sure to map the Asset name as this is a mandatory field (see [[Assets#Field List\|Field List]]).

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	In addition, you can also customize the Asset to contain any additional information using the following:		In addition, you can also customize the Asset to contain any additional information using the following:
	# '''Predefined user-defined fields''' (see Field1, Field2, etc. in the Details tab). Each customized field can be renamed (right-click the field name and select Field Settings), and you can set a list of values that will be available for this field in the drop-down menu (select the Edit List option). You can read more about customizing ~~CommitCRM~~ in the Setup Guide, under the [[Customization]] section.		# '''Predefined user-defined fields''' (see Field1, Field2, etc. in the Details tab). Each customized field can be renamed (right-click the field name and select Field Settings), and you can set a list of values that will be available for this field in the drop-down menu (select the Edit List option). You can read more about customizing RangerMSP in the Setup Guide, under the [[Customization]] section.
	# '''Add new user-defined fields'''. You can add new tabs and fields to reflect the information you want to keep for each Asset. See [[Customization]].		# '''Add new user-defined fields'''. You can add new tabs and fields to reflect the information you want to keep for each Asset. See [[Customization]].
	# '''Asset Configuration Note'''. An easy way to define a customized data entry for an Asset. See [[Assets#Asset_Configuration_Note\|Asset Configuration Note]] below.		# '''Asset Configuration Note'''. An easy way to define a customized data entry for an Asset. See [[Assets#Asset_Configuration_Note\|Asset Configuration Note]] below.
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	== Web Access ==		== Web Access ==
	In addition to managing Assets using the ~~CommitCRM~~ client software, the ~~CommitCRM~~ Web Interface allows technicians to access all Asset details from anywhere using a web browser. Technicians at customer sites can easily view Asset details together with all the previous activity and service Tickets related to a selected Asset. They can also add new Assets, update Asset details or add new Tickets for existing Assets.		In addition to managing Assets using the RangerMSP client software, the RangerMSP Web Interface allows technicians to access all Asset details from anywhere using a web browser. Technicians at customer sites can easily view Asset details together with all the previous activity and service Tickets related to a selected Asset. They can also add new Assets, update Asset details or add new Tickets for existing Assets.

	In addition, customers with web access can optionally have access to their Assets online. (Note that you can select not to show Assets to customers.)		In addition, customers with web access can optionally have access to their Assets online. (Note that you can select not to show Assets to customers.)