For the complete documentation index, see llms.txt. This page is also available as Markdown.

Client assets

Open objects linked to the current client.

Client assets

Use Client assets to inspect objects linked to a customer.

This gives you context before or during field work.

1

Open the client

Open the client record you want to review.

2

Open linked objects

Open the object's section from the client screen.

3

Continue into the asset

Open the object you need for more detail.

Keep in mind

Available objects depend on the client data and configuration.

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