A Library of Client Data - The Assets Module

Whether you’re in IT Services storing passwords and media data from your Client, or tracking the materials ordered for constructing a home, your archive of Client data is available to be accessed from Sales, Projects, Tickets, or anywhere you may need.  

By creating templated Assets you can pre-populate your standard data fields and values, allowing you to save time and focus on your work without scrambling through spreadsheets or emails for that password on file.

With a Premium Account, you can define and build unlimited Asset Types, allowing more flexibility for various services or data tracking for your needs.

Using the Assets Module Guides, you can:

Assets Defined in Accelo

An asset is a collection of records and details relevant to a Client. It is composed of defined Custom Fields which you can place against existing Clients. To illustrate, here's a couple of examples of the way some of our clients have been using this feature:

  • IT Service Companies (also called MSPs) can use the Assets module to store which computers, servers, routers and other devices their clients have; they can put custom fields on different asset types, like the hard drive space for a computer/laptop or the serial number or warranty expiry for a router.

  • Advertising agencies can use the Assets module to keep a list of advertising inventories they can help their clients advertise in (such as billboards, or print advertising sizes), keeping an index of prices/rates, sizes and circulation or traffic.

  • Accountants, Lawyers or other advisors can use the Assets module to keep track of corporate entities under a client, storing information like their end of financial year date, state of incorporation and entity type.

  • Digital agencies can use the Assets module to keep track of their client's domain names, including who they're registered with, access details/keys, expiry dates and renewal rates.

Configure this Module Name

Easily rename the Assets Module to something more meaningful to you before you start tracking your work, ie - “Archives”.  You can easily configure the name of each module, including Assets, to whatever makes the most sense for your business.

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