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Calaxy Assets: A Customizable Solution

Wednesday, April 1st, 2009

Categories Assets MyTechDesk
Tags asset calaxy categories category custom field list status

Custom Fields
There are 3 different types of fields you can create, text, drop-down list or a date.
You can have as many custom fields as you like.

To add a custom field:

Click on the Custom Field tab

Click "Add Custom Field"

Select the Type of field: Text, List or Date

Under Label, type the name of your custom field

You may choose to add a description for that custom field

Hit Submit

If you created a list custom field, the following steps will show you how to enter the values for your drop-down list.

On the Custom Field page, click the pen icon

to update the list you've just created

You will be able to add the different values for that list under Options

Add New Option

Type a value for your custom field and click "Add"

Repeat until you are done inputting your drop-down list options.

When you are done, click Submit to update your custom field.

Status List
The status list is also fully customizable.
When setting up your inventory, you can define the status list with your own terms.
A status may be something like surplus, discarded, etc.

To define the status list:

Click on the Status tab

Click "Add Status"

Type a Status Name

You may choose to add a description for that status

Hit Submit

Categories
Categories are also fully customizable.
When setting up your inventory, you can define your own categories.
Categories may be used to indicate the type of asset: furniture, book, hardware, software, etc

To create your categories:

Click the Categories tab

Click "Add Category"

Type a Category Name

You may choose to add a description for that category

Hit Submit

Click here to view the Calaxy Assets video...