ITarian

Mass Management of Assets

 

You can edit, delete and add comments for several asset records at once. This is useful when you are updating or altering details that are common to a set of asset records. For example, you may have several asset records concerning different products, but would like all of them to use a common shipping method or be assigned to the same staff member.

Tip: If you want to update the details of a single asset record: Open the 'Assets List', click the asset name then click the 'Edit' button. See 'Manage Assets' for more details.

The interface allows you to:

• Edit asset records

• Delete asset records

• Import / Export asset records

• Find duplicates

To edit common details of several asset records

• Click 'All' > 'Assets' (under 'Inventory') to open the 'Assets List' interface

• Select the asset records to be edited

• Click 'Actions' and choose 'Edit'

The 'Mass Editing Assets' pop-up will appear:

This interface contains two tabs:

• Asset Details – Allows you to specify product name, shipping method, contact name and more. See this table for descriptions of the fields in the 'Asset Details' tab.

• Description Details – Allows you to enter a common description for the selected assets.

Click 'Save'.

To delete asset records

Asset records that are no longer required can be removed.

• Click 'All' > 'Assets' (under 'Inventory') to open the 'Assets List' interface

• Select the asset records to be edited

• Click 'Actions' and choose 'Delete'

• Click 'Yes' in the confirmation dialog to remove the record(s)
  

To import / export asset records

Export:

• Click 'All' > 'Assets'

• (Optional) Select the assets you wish to export

• Click 'Actions' > 'Export'

• Choose whether to export selected records, all visible records or all records

• Click 'Export Asset'.

• Assets are exported in .csv format

Import:

• Click 'All' > 'Assets'

• Click 'Actions' > 'Import'

• Browse to the file containing your asset records

• Specify the format of your file

• Click 'Next' to begin the import.

See 'Import and Export Records' for more information.

To find duplicates

You can find duplicates from multiple asset records at once.

• Click 'All' > 'Assets' (under 'Inventory') to open the 'Assets List' interface

• Click 'Actions' and choose 'Find Duplicates'

• Click in the 'Available Fields' box and choose the assets related fields from the drop down. 'Ignore empty values' means the Customer Relationship Management  (CRM) will not consider matching blank fields as indicating a duplicate.

• Click 'Find Duplicates'

• To delete a duplicate assets record, select it and click the delete button on the top left

• To merge duplicate records, select them in the 'Merge Select' rows and click 'Merge'

• The selected 'Record #' is the primary record. Select other record to change the primary record

• Select the column values that should be retained in the merged primary record. Please note you can select only one column value for the merged record

• Click 'Merge'. The records will be merged and displayed in the 'Assets List' page as per the selected column values.