Attach an external file to the record..

Generate a document from the shared library.

Create a new lead for this asset.

Add a note to the asset record.

Create a task associated with this asset.

Schedule an appointment about this asset.

Add a new contact to the asset’s account.
(Follow the procedure in Add a Contact to an Existing Account.)

Add a meter reading for this asset.
Note: Only appears if system does NOT interface with a backend accounting system. Readings are imported from these systems.

Add a service ticket for the asset.
Note: Only appears if system does NOT interface with a backend accounting system. Tickets are imported from these systems.