Forms Customization

It is a common practice that Administrators add fields to the standard Forms to address business requirements that are specific to their Organization.

The following Form Profiles in ASPEC Setup contain sections for adding Custom Fields, grouping Custom Fields into Custom Form Layouts.  These Form Profiles also contain tools to import related records.

  • Account
  • Contact
  • Interaction
  • Lead
  • Opportunity(IBO)
  • Quote
  • Service Forms: Device, Service Request, Service Order, Service Interaction and Technical Assessment

 

Read more on adding Custom Fields and Layouts here.

Read more on imports here.