On this page in Setup, the Administrator(s) can quickly select which fields are required. Simply check the field that should be required, and click “Save.” The list of field options include: Salutation First Name Last Name Company Name Website Email Phone Address 1 Address 2 Address 3 City Country State/Province Zip/Postal Code Custom Fields
Advanced Network Security Feature The Network Access section is an advanced security feature which allows the creation of an IP Whitelist. An IP Whitelist is a list of allowed IP addresses or IP address ranges from which your users can access ASPEC Cloud. When Enabled, the Network Access feature will block out all other attempts to log in to your organization’s accounts. You can […]
Overview ASPEC Microsoft Outlook Add-In pushes selected Emails into ASPEC, synchronizes Appointments and Calendars from ASPEC into Microsoft Outlook, and copies selected Contacts from ASPEC into Microsoft Outlook Contact List. Installing the Add-In The Add-In is available with ASPEC. Clicking setup.exe unzips and runs the installation. When the installation is completed, users see the ASPEC […]
This page is used to enter information that is necessary for the integration with InxMail mailing system. Please contact us at sales@salesways.com or 416-479-3583 if you would like to learn more or use the integration.
Overview Sales Quotes reside in ASPEC, but you want to send a Quote to your customers in a PDF format. One way to accomplish it is to pull Quote values into MS Word document and then save is as a PDF. That document can contain your company logos, tables, legal text, images and any other […]
Set defaults for email notifications in this setup. Individual users can override these settings in their Subscriptions profile, Note: the list of options depends on the edition of ASPEC. Default ON on Overdue Subscriptions: If this option is set then any new user is set to receive notifications about overdue IBOs owned by that user. […]
Individual User Profile Options To add or modify your name, email address, phone number, number format, language or time zone, go to the User Profile page in Setup. Depending on your level of access to ASPEC Cloud configuration, you may not be able to modify all of the settings for yourself. In that case, contact your Administrator […]
Each user has an option to subscribe to the following notifications: Overdue Notifications An Email is sent to the Owner when Opportunity is about to become overdue. The date of the Email is based on the default set up in Email Notifications. 2. New/Reassigned Leads Owners are notified about new or reassigned Leads. 3. Appointments and Tasks […]
Export templates define columns in output files produced by Export action or by reports. Users who are allowed to export data from ASPEC see Export Templates in the Setup sections. Fig 1: Accessing Export Templates Export Templates section is divided into private templates (My Templates) and Shared Templates. Click Add to create a new […]
Organization Profile is the first configuration that ASPEC Administrators should fill out. Fig 1: Organization Profile Organization Profile contains the following section and fields: Section 1: Organization Name: the name of the Organization using ASPEC Organization ID: Reference number assigned automatically Fiscal Year Start Month: The first month of your Organization’s fiscal year. This month […]