Step-by-step how to create a CRM asset authorised inventory items rule in Greentree

If you use the CRM Assets module of Greentree and use the Inventory tab on the form below in Fig1 to set which inventory items are authorised for this asset, to report on the inventory items you can create a Rule Class, Alert Collection and Rule to then report on the class CRMAssetInventoryLine via Explorer as shown in this ‘How To’ document.

Create a CRM asset authorised inventory items rule – View PDF