Managing assets
Ensure that each asset has a unique alphabetical code. If a code already exists in the CRM or Internal asset systems, you cannot use it again for a new asset.
Add a new internal asset
To add an asset:
Go to Settings > Assets.
Click Add internal assets.
In the Alphabetical code field, enter an alphabetical code of an asset, for example: btc
. This must be a unique value.
The maximum length is 15 characters. All numeric and Latin characters in the lower case are supported. Mind that this value can't be changed after creation.
In the Caption field, enter an asset name, for example: Bitcoin
.
The maximum length is 30 characters. All Latin and numeric characters, as well as spaces are supported.
From the Type dropdown, select an asset category, such as Fiat, Crypto, Metals, and so on.
In the Precision field, enter the asset price precision, which is the number of digits after a decimal separator.
For example, 2 means the following price format: 0.01
, and 8: 0.00000001
.
Supports only integer values in the range from 0 (zero) to 18, defaults to 0 (zero).
Click Create.
Edit an internal asset
To edit an asset:
Go to Settings > Assets.
Select an internal asset that you want to change and click the pencil icon.
In the popup, edit required values. You can change Caption, Type, and Precision values.
Click Save to apply changes.
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