You can view Assets associated with a specific Client through their Contact Card, the Asset Register or Reports.


Through the Contact Card

In the Web Portal go to CRM > All Contacts > Select the Contact > Assets tab > Select the relevant Asset List from the dropdown.


Through the Asset Register

In the Web Portal go to Assets > Asset Register > Filter by Client contains [Contact Name].


Through Reports

In the Web Portal go to Reports > Assets > Select the Client from the dropdown.

You can also download the filtered Asset Report as a CSV file by selecting Download CSV.