How to add asset list to client documents?
is there a way i can add a table or list of a clients current assets to the gorelo client documentation? would this be a / code tag i could add?
I can see in a structured doc i can add question + Assets which pulls the info i want - Can i display this as a table or a list rather than a drop down?
3 Replies
That’s not possible sorry. Is this so you can share the asset list with your clients via the portal or similar?
yes - I am happy to export the list from the assets tab instead - thanks for answering - Solved
Reports > Asset Summary might be useful too.
You can also publish the whole asset summary report via the client portal — so your client can login to the portal and see all their assets with warranty expiration date etc.
This is done by giving the Contact the ‘Portal - All Assets’ tag