Having a central database of assets and knowledge surrounding them is all well and good, but Accelo is much more than a fancy database or library - we're about helping you and your colleagues work smarter. Creating Assets are a great way to link these details over to any work you’re doing.
Using this guide, you can:
There are two ways to create a new Sale:
Log into Accelo, then click the Create button in the navigation bar and choose Asset.
From the Company or Contact page, click the Add button on the Client Menu bar and choose Create Asset.
Once you’ve selected to Create an Asset, there are a few required fields to confirm:
Company - What Company does this Asset belong to?
Asset Title - What is the name of this Asset?
Type - Which type of Asset is this? We go more into the configurations below. Note that once you’ve selected a type, all related Asset Fields will then populate for you to configure.
Tags - This is an optional field to tag this Asset. Useful for when you may have a few unique ones you want to quickly sort from your lists.
After the fields above are confirmed, hit Create Asset and you’re done! Now if you need to, you can link this asset to any work item under this Client.
The key to making Assets really useful is the ability to customize your Asset types. You can create public fields and sensitive fields. This field setting ensures that only people with specific access granted will be able to view this field, making it easier and safer to store access details, pricing details or other more sensitive information that you don't want to share as widely with your teammates.
Users can query/filter their client database by these custom fields, making it easy, for example, to find all the clients who are running a certain operating system if it needs a patch or finding suppliers who have a certain type of advertising inventory.
Note that one should be familiar with Custom Fields before attempting to manage or configure Assets Types.
To configure Asset Types:
Once you have configured your Asset Type, create Custom Fields for each Asset Type. To create a Custom Field, click on the Type from the list under "Types & Custom Fields", and configure Custom Fields as normal. View the Custom Fields guide to learn how to create Custom Fields.