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Creating New Assets
To add an asset in the Clik Compliance software, you must first create a customer for it to link to. If you are unsure of how to do this, you can follow this guide to create a new customer. Adding Customers.
Now that you have created a customer, you can navigate to ‘CRM > Assets’ and then click ‘Add Asset’ in the right-hand corner.
You can now input all your asset information. Please note that ‘Company’, ‘Site’, and ‘Description’ are mandatory fields. When you have finished, make sure to press ‘Save’ in the top-right corner.
