Custom Layouts

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Custom Form Fields and Layout

February 14, 2018 blogger Administration Setup, Custom Layouts

Configuring custom form layout is done by ASPEC Administrators in the following 2 or 3 steps: Adding Custom Fields Configuring sections of Custom Fields Optionally, as Step 3, you can configure Page Workflow to hide sections of Custom Fields or filter values in Custom Fields. Adding Custom Fields to a form First, click Settings and open […]

Listview columns

January 30, 2017 blogger Administration Setup, Custom Layouts, Personal Setup

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 […]