Account/Product correlation:

We can't figure out how to create a separate record for a product (asset) when attached to an account.

Example: We sell 5 versions of a product.

We want to track which version of software a customer has, and which one we've shipped to them. We've added a "Version Shipped" field to the Product page.

Customer A has version 3, and we've shipped them version 5. I add the product to the customer record, and under the custom "Version Shipped" field on that product, note that we've shipped them version 5.

Customer B has version 3, and we ship them version 4. When we go into the product tab for the product attached to their account record, it's already noted that version 5 has been shipped.

I don't think that a custom field on the account would work; we have 9 different product lines, and none of our customers use all 9 products. We're trying to have one product for each product line, and select which products each customer owns, then have product/customer specific information captured in the Product section of the Customer record. This section appears to be common for the product itself instead.