We sell large machines, and everytime we sell one of these we want to record an “Asset” to the customer with a Serial Number.
I have created a Custom Module called Assets which is associated to
The process works well but I want to improve on it.
In “cases” when the user selects an asset from the Assets module, I would like it to automatically complete the “Product” and “Accounts” field in the necessary fields in Cases.
Is their a simple concept that I can use for this?