Assets - Linked to

[chriscorcoran]

At present our assets are linked to 'site'

When logging a call for a customer I select site A but it wont show any assets nor will there be a site serach offering. When I check the customers record teh site feild is blank.  If I update the users record to have site A then create a call and pick site A again I see the assets. My question is it possible to have it so that whatever site I pick when creating a call it then looks at the assets associated that site selected. At present it feels like it associates the user to the site and only that site. The problem we have is that a customer can call from any site an log a fault with an asset.

 

 

[Guest Mohamed]

Hi @chriscorcoran,

Yes currently the you can only get Assets filtered by a Customer's Site and not by simply selecting a Site via the Site form

Since this new functionality, I will raise it with the team for discussion and will get back to you

Regards

Mohamed