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To select a different currency for use, select one from the list provided. To add additional currencies select . Configure your base Currency and additional Currencies and their conversion rates in the Setup/Customize/Currencies page. Opportunities (IBOs) can be assigned to a different currency than the base currency. When using multiple currencies, forecasts will be rounded due […]

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Customize Country and State/Province lookups In Customize/Countries Setup, administrators can set the countries and states/provinces that will populate the Country and State/Province fields in the Account and Contact Forms for the customer’s address fields. This section should include all the Countries and States/Provinces in which you do business. To add a country, type the new country name […]

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Contacts Profile is found in the Customize/Contacts section of ASPEC Setup. The Profile contains the following buttons and sections: Fig: Contact Profile 1.Custom Fields Layout: Read more on setting Custom Fields in this post. 2. MS Word Templates: Store templates with bookmarks for a quick creation of correspondence using MS Word, populated with the information from ASPEC. […]

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Customize/Campaings page of the ASPEC Setup is designed for importing Marketing Campaigns and Events. Fig: Campaigns and Events Setup

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You can add Custom Fields for Address in Customize/Address of the Setup section. Fig 1: Adding Address Custom Field Read more on types of Custom Fields here.  Note: Sections and Page Workflow do not apply to Address fields. Address Custom Fields  automatically appear in Accounts and Contacts. Fig 2: PO Code and Main Entry Custom Address […]

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Accounts Setup contains the following configurations: Fig: Account Setup Google Places: If enabled (checked), the address in new Accounts and Sub-Accounts will be populated using this lookup. Use Legal Entity: If selected, users can mark Accounts with a special flag. Label for Legal Entity:  You can call the flag Legal Entity, Billing Accounts etc. Default Legal Entity: If […]

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Contact listview was designed to display all or selected Contacts.  It can be accessed from anywhere in ASPEC by clicking the Contacts tab. Fig: Contacts listview The listview has the following actions: Create:  Click “Create” to create a new Contact, or any other record Delete:  Delete contacts by selecting the account and clicking “Delete”. Merge:  Merge contacts […]

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Add, Activate or Modify User Accounts, User Privileges and Location Settings To add or modify a name, email address, phone number, number format, language or time zone, go to the Users page in Setup.  From here you can see all active and inactive users currently available. At the top you will see the total number of Licenses […]

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The Manage Roles section is used to create a hierarchy of sales territories, channels, or any other type of hierarchy structure that your organization requires. The example below illustrates roles as sales territories, but the names and structure can be fully tailored to any organization or sales channel. Examples of possible hierarchies are sales territories, product […]

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Once roles have been created in Roles, they can be assigned to your users in Assign Roles. Users will only be able to see their own IBOs and IBOs that belong to other users at, or below, their role in the hierarchy. See the example in Roles. Users who have been given Administrator Access in Users will always have access to […]

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