Assign a primary contact to an asset

Users with the system administrator role can assign a primary contact to an asset.

Before you begin

Role required: admin

Procedure

  1. Navigate to Customer Service > Products > Assets.
  2. Click the desired asset.
  3. Select a Primary Contact.
    This field references the Contacts [customer_contact] table and is filtered by the account selected in the Account field.
  4. Click Submit.
    The contact is added to the Asset Contacts related list on the asset form.