Note: This is a module for Perfex CRM. Not a standalone script.
Brief description
Assets Management Module for Perfex CRM, is a module that provides the ability of managing company’s assets inside Perfex’s dashboard. You will be able to separate your assets based on groups/locations/units and assign them to staff members. Check the next section of this description, for a complete list with functionality actions.
* The recorded videocast contains visuals using Perfex CRM Flat Admin Theme. Our module will not change the apperance of your admin area.
Included functions
Assets Management Module contains the following functionality:
Create assets (editing/removing it aswell)
Create customer-based Assets, corporate-only assets and mixed ones
Revoke an asset
Add additional assets in existing asset
Assign an asset on a specific staff user
Trasnfer assets between users
Report an asset loss
Report an asset as a broken one
Liquidation record of an asset
Warranty record of an asset
Allocated Assets list
Revoked Assets list
Deprecated Assets list
Ability to separate assets based on unique units, asset groups and asset locations (listing aswell)
Ability to add images to your assets (publicly accessible, through changeable constant for uploadsdir)
Please give module’s video-preview a quick view, in order to view a sample use-case of the Assets Management module inside Perfex CRM, or try its demo installation (credentials below).
Demo website
Feel free to check out our live demo, which contains Assets Management module in production (sample Perfex CRM install).
Keep in mind that demo resets every hour (first fith minute of the hour :05 )
Click here to try Assets Management Module admin demo
Username: demo@themesic.com
Password: 456654
Click here to try Assets Management Module customer demo
Username: client@themesic.com
Password: 456654
Documentation & Support
Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it. Our support team is always around to help. Feel free to raise a support ticket at our support area.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.
Version 1.1.0c
-Minor fix for 'Report Broken' option, for the latest version of Perfex's CRM core
Version 1.1.0b
-Minor fix for 'Visible to client' option
Version 1.1.0
-Support for Assets' images
-Support for Customers-based assets, and mixed-assigned assets (Customers + Corporate)
-Customers can now browse through their Assets in their client area
-Added 'Assets' in permission view of every contact, in order to prevent Assets view from specific Contacts
Version 1.0b
-Fix for provider's relationship during Allocation
-Minor language pack edit
-Minimum PHP version required: 7.4
Version 1.0a
-Addressed/corrected preview bug related toattachments
-Added Dutch language pack, thanks to Mark Metroid
Version 1.0
-Initial version