Asset information for a client may be aded upon client creation or thereafter. During the client creation process clicking the "Assets" tab will reveal the information below:
to end the client creation process or click
to add an asset for the client.
To add assets for an existing client the user must first access the Client Overview page as shown here. From the Client Information section of the Client Overview page click
next to Assets as shown below, to add same.
This will invoke the display shown below to select an asset:
Once an asset type is selected additional input fields will be revealed allowing the user the key in specific asset information.
For the “Appraisal Date” and “Appraisal Expiry Date” fields see the Date pickers/Calendars section of Creating A Client.
To upload an asset image
To delete an asset image click
shown on the image as displayed below