When a customer has problems or concerns with an asset, create a customer task for the asset. This task can be executed during a visit.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled. |
| User Permissions Needed | |
|---|---|
| To assign a customer task to an asset: |
CGCloud Supervisor OR CGCloud Retail Supervisor User AND CGCloud Retail User OR CGCloud Sales User OR CGCloud Retail Sales User AND CGCloud Retail User |
- From the App Launcher, find and select Assets.
- Select an asset.
- In the Customer Tasks related list, click New.
- Select the record type as Customer Task Editable, and then click Next.
- Enter the details for the customer task.
- Save your changes.