Assets/Notes

Step 1: In CSM Portal -->click Accounts Dashboard

Step 2: After clicking the accounts--> Select any Particular Account

Step 3: Choose the Asset/Notes tab-->Click New Note/Asset

Step 4: Type the necessary details below and if needed attach the file and click Save.

Step 5: Asset/Notes has been created successfully.

Step 6: Edit-Can add /change details of the note created.

              Delete -Note gets deleted permanently.

Here is a quick video walk-through of Note/Asset creation: