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Assets


stuartmclennan

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@stuartmclennan assets can be associated to internal company groupings and their assigned sites.

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The company field is not on by default, but can be enabled via the manage asset types option. 

Once set up, where you use the Site progressive capture form ahead of the Assets progressive capture form then a sites assets option will be displayed. 

In addition assets can now be Shared with but not owned by external organisations. 

If you use the toggle to 'Share With', you will have an option on the far right Share With, here you can add organisations, users, contacts etc. 

image.png

In progressive capture, a shared with tab on the assets form will be present. 

Hope this helps

Steve

 

 

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