Think of a Request as a service ticket. Create a new Service Request every time a customer asks for help. Over time, you’ll accumulate a complete Service History for every product and user group. Having this information readily available will make it easier for your service team to assist customers. Service Requests are linked to Devices(s), […]
Service users can request a Technical Assessment if they lack the technical background to diagnose a certain system/instrument problem. The Technical Assessment document is used to respond to these requests and give instructions about service work needed.
Service Orders outline the work (being) done to remedy a service problem. In SERVICE, the Service Order document is always connected with a CARE Request. Service Orders are useful for billing purposes, and to show customers what service has been provided. Typically, a service order is generated for each visit to the customer’s site or […]
Repeat customers are the lifeblood of any thriving business. Ask customers what keeps them buying again and again, and many will say “top notch service.” More than price, features – even product quality – excellent and attentive service helps ensure customer loyalty. Anyone who has had a piece of machinery fails at a critical moment […]
Every user can customize columns in the Account, Contact, All IBOs, Quotes, Interactions and Service listviews. To perform this customization, click the button on the right side of the view. You can drag and drop columns already in the listview (1) or add new columns (2) by dragging them into the Active section if the dialog […]
Account listview displays Accounts or Sub-Accounts. Users can decide which Accounts to display, which fields to include and how to sort the list. Columns configuration and Presets (re-used search) are saved individually for each users. The list of Accounts can be accessed from anywhere in ASPEC, by clicking Account tab in the top navigation ribbon. […]
[:en] Overview Contacts in ASPEC are always linked to Account or Sub-Account that are at the lowest level in Account Structure. The lowest level means that the Account or Sub-Account does not have any more Sub-Accounts below. You can select Account or Sub-Account at the lowest level prior to creating a new Contact. The new Contact […]
[:en] Access Control Complex organizational structures span across multiple sites and departments. In ASPEC an Account can encompass the whole organization or just its part. Moreover, Accounts can be segmented into many branches and levels of Sub-Accounts. You may decide that only selected people in your sales force have access to parts of the whole organizational structure, based […]
The listview displaying Leads may be included in the Sales or Marketing module, depending on ASPEC Setup configured by the Administrator. Fig 1: Lead in the Sales module The lead listview can also be viewed in the marketing module as it is related to Scope. Columns in this Listview are configurable by each user. This […]
After logging in to ASPEC you will see your Home screen. On the top right hand side of the screen you will see gears with a drop down arrow. Click on the drop down menu and select Setup. Clicking Setup opens the ASPEC Setup section. The full Setup is available only to Administrators. Other users […]