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Company Specific Attributes

The system allows you to create new company asset type.  These new asset types allow you to associate attributes specific to your companies.  With these set up, you can add these attributes to line items as ticket dynamic attributes.

  • Go to Administration > Contacts > Company Asset Types to create your Company Assets.

  • Create a New Asset type. Once your Asset Type is set up, you can create assets under the Assets tab on the Company Overview screen.

  • To add the asset to your line items, you need to create a dynamic attribute that has restricted value in order to select from company assets. In the restricted values fields, you need to enter *?[Company_Asset_ASSET TYPE NAME].  

  • In the below example, the asset type name is Product.

These new attributes can also show up in your reports and on your contracts.