Add Assets to Activities

If the functionality is enabled by the administrator, you can add assets to all types of activities, including appointments, call reports, and tasks. You can add assets to new and existing activities, using the activity create and edit pages.

After you add an asset to an activity, then you can view the asset on that activity's page.

After an asset is associated with an appointment, you can view the asset calendar from the Manage My Calendar window available on the My Calendar page. For more information, see the related topics.

To add an asset to an appointment:

1. Access the activity page where the Assets list if enabled. For example, click Create Appointment in the My Calendar page.

2. Click Search in the Asset drop-down list.

   The Select: Asset page appears.

3. Click Search.

   The search results appear.

4. In the search results, select an asset and click OK.

   The Create Appointment page appears.

5. The asset number and asset serial number of the selected asset, if available, are automatically populated.

6. Click Save and Continue in the Create Appointment page.

   The asset appears as a link.

7. Click Save and Close.