Viewing Asset Information for an Account

Complete the following procedure to view the asset information for an account.

To view the asset information for an account

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list in the main pane.

   • The Calendar showing the activity planning information in the side pane.

2. In the Accounts list, tap the link in the Account field to drill down on the selected record.

   All details for the selected account appear in the main pane.

3. Tap the down arrow next to Assets to expand and show the assets associated with the account.

4. Tap the link in the Asset# field to drill down on the selected record and view the details of the asset.