Frequently asked questions

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How to edit assets in bulk in Reftab

How to use a Public Calendar with Reftab

Send Email Alert for Upcoming Assets and Loans Due for Return

How to Troubleshoot Reftab Agent and View Agent Logs in Windows OS

Automatically Report on Disabled Users with Equipment

How to Setup Kandji Integration with Reftab

Send Email Alerts to a Location’s Primary Email Address

Using Asset Barcode Prefixes

Custom Loan Fields

How to Archive a Loanee (user)

How to Audit Fixed Assets in Reftab

How to Display Zendesk Tickets on Linked Assets in Reftab

How to Add Barcodes to Accessories and Kits

How to import Reftab Assets to the Avery Designer

How to use Reftab Asset Management Software with No code or Low Code Platforms

How to Setup Email SMTP Settings with Office365 OAuth2 Authentication with Reftab

How to Integrate Lansweeper with Reftab

How to “Filter Assets by Available Dates” in Reftab

How to Manually Assign Assets in Zendesk

How To Cancel Your Reftab Subscription

How To Reserve Consumables in Reftab

Overview of Reftab’s Equipment Request Feature

How to Integrate Jamf School with Reftab

How to sync Cisco Meraki with Reftab

A Guide to Reftab’s Approval Flows and Procurement Tracking

Unable to see Jira issues on Reftab assets

How to use time blocks in Reftab to establish pre-set reservation blocks

How to use consumables within a maintenance work-order form

How to set Default Loan Period and Max Loan Times

How to Check In Assets in Bulk

How to Automate Your Dell Warranty Lookups

How to Enable Okta SaaS Discovery with Reftab

How to configure preventative maintenance in Reftab?

How to configure and track unit costs in Reftab

Configuring Low Quantity Alerts on Asset Types

Importing Assets From a Spreadsheet into Your Reftab Account: How-to Guide

How to reference another user as a manager or supervisor in Reftab from Okta

Can Asset Categories be Nested so as to have Categories within Categories?

How To: Setup Reftab’s Microsoft SaaS Discovery

How To: Integrate JAMF with Reftab

Encountering issues with Intune asset auto-assignment?

How To: Setting Rental Rates

How To: Integrating CDW Assets with Reftab

Asset Tag Scanning: QR vs. Barcodes

New Utilization Features in Okta and Azure SaaS Discovery Integration with Reftab

How to: Use the Updated Reftab Mobile App for Asset Management

How to: Use Automated Workflows to change Asset Status Labels based on Maintenance Fields

How to Setup Tool Sharing in Reftab

Google Workspace Integration Guide – How to integrate Google Workspace with Reftab

How to: Setting up recurring reservations

How to: Utilize Integration Sync Logging

How to Automate Your Lenovo Warranty Lookups

License Surveys – How to

How To: Tag and Manage Deployed Assets in Reftab

Integrating Mosyle with Reftab: Step-by-Step Instructions

CDW + Reftab Integration Troubleshooting Guide

Importing Locations in Bulk with Reftab

Preventing Check-outs for Specific Users

How do I setup and utilize Onboarding and Offboarding?

How Do I Archive Deprovisioned Google Workspace Assets?

How Does Asset ID Generation Work in Reftab?

How Do I Integrate My HR System with Reftab?

How do I integrate NinjaOne with Reftab?

What HR System does Reftab connect to?

Track Adobe Licenses Automatically with Reftab’s Adobe Integration

How to: Auto-Assign Asset Locations via Loanee Fields in Workflows

How to: Submit Reservations via the Reftab Mobile App

How to Filter Assets by Reservation Availability

How can I archive or dispose of my assets and view archived asset?

An Overview of Reftab’s Recent Updates to Software Asset Management

How does Reftab keep my data secure?

Creating Custom Email Alerts for Assets Requiring Attention

How to Setup Slack Channel Integrations

How to Setup Microsoft Teams Integrations

Zendesk Error: Custom field of Assets is missing for tickets

User details not updating after provisioning

How do I create a Maintenance Form PDF?

How to: Purge your Reftab Data

Configuring Reservation Approvals from Requests

How to: Utilize Preset Asset Titles

How to troubleshoot Reftab’s PowerBi Desktop Connector

Can Reftab Track Installed Software?

Adding Images to Maintenance Forms – How To

Does Reftab Allow Creating Custom Emails?

Overview of Reftab’s Equipment Request Feature

Do archived assets count towards my total asset count?

How do I change the display image for an accessory?

Scanning pre-existing or pre-printed barcodes with the Reftab mobile app

Asset Overlay – How to update assets with unique values in bulk

What is a kit template and how can I create them?

How to unlock a sub-user’s account

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