How does Asset selection impact the visibility of Contact or Company details in the Work Order?
When you select an Asset while creating a Work Order, the associated Contact and Company fields are auto-filled based on the Asset’s existing associations.
- The Contact, Company, and Territory fields cannot be edited after selecting the Asset.
- Other fields like Email, Phone, Mobile, Service Address, and Billing Address are also auto-filled but can be modified if needed.
Example:
If the Asset AC #34 is linked to Henry Oliver (Contact) from Upcyclers Inc. (Company),
then selecting this Asset will automatically populate the following fields in the Work Order:
then selecting this Asset will automatically populate the following fields in the Work Order:
- Contact(non-editable)
- Company(non-editable)
- Territory(non-editable)
- Email(editable)
- Phone(editable)
- Mobile(editable)
- Service Address(editable)
- Billing Address(editable)
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Can I link an Asset to a Work Order for a different Company if the Contact is the same?
No, you cannot link an Asset (associated with a particular Contact) to a Work Order for a different Company, even if the Contact is the same. In Zoho FSM, when you select an Asset while creating a Work Order: The associated Contact and Company fields ...Notify Changes in Work Order Status
Usecase: Notify the customer by email each time the status of the work order changes. Also, notify the customer when the payment has been done for the work order. Follow the steps below to implement this use case: Step 1: Create a custom function ...Work Orders
A work order is a record created for executing a contact service request. Available in Editions: All Editions Create Work Orders Permission Required: Work Orders A Work Order can be created in one of the following ways: From Requests: Use the Convert ...Do Work Orders created for a Contact automatically link to the Company?
Yes, if the Contact selected while creating a Work Order is linked to a Company, the Work Order will be automatically associated with that Company as well. Example: While creating a Work Order, if you select Henry Oliver (a contact linked to the ...If a Contact or Company already has an address, will it automatically fill in when creating an Asset?
No, in Zoho FSM, the Asset address is not automatically populated from the associated Contact or Company during creation because, the Asset address is treated as a distinct field. The asset address is where the Asset is physically located, which may ...
New to Zoho LandingPage?
Zoho LandingPage Resources