Assets Management module for Perfex CRM – Organize company and client assets

Note: This is a module for Perfex CRM. Not a standalone script.

Assets Management for Perfex

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: [email protected]
Password: 456654

Click here to try Assets Management Module customer demo

Username: [email protected]
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