I'm using Plumsail HelpDesk and have created an Assets list and assigned assets via a lookup column in the Asset list to users in the Contacts list. I have also added a multi-lookup column to the Tickets list to attached more than one related asset to the ticket.
I have edited the Contact form to include an area that lists the assets that are assigned to the user.
Instead of creating a New asset from this screen, can I search for an existing asset to associate to the user?
On the Ticket form I am showing the Lookup field for the related assets:
How can I show the Asset List items with multiple details in this view?
To be a real game-changer... in the ticket form, if I click on the requester's name and see the list of assigned assets, is there a way to select one or more of these and relate them to the ticket?? IE- User A calls with problem so we open a ticket and assign the requester then click on the requester's name to see what assets are assigned to him to select the problem asset.