Asset Contacts, assignees, and customer portal

Object Contacts: types and assignees

The primary Contact indicates who owns the object. The Contact person is selected from the group of Contact. If permitted, you can link other Contacts and individuals in the additional Contacts section without deleting them.

An object can have multiple types. Types are used for list tabs and filters. The status indicates the object's current stage. Assignees show who oversees the object and can determine its visibility. When handing over the object to another team member, assign them as the assignee rather than simply mentioning them in a note.

Objects in the customer portal and the team member view

In the customer portal, the Contact can view objects belonging to them, provided they have been granted access. Before showing a file to the client, verify that the object is linked to the correct Contact and that the file itself is marked as visible to the client.

In the team member view, objects are presented in a card format convenient for work. You can search for objects, filter by status, and open details and related Tasks. The information displayed depends on team member, permissions, responsibilities, and enabled functions.

Related articles

• Creating an Asset, its card, and status
• Asset Tasks, files, and history