a feature called tagging. This feature can assist users in assigning visual cues to specific records in the listviews. Tagging is available in Accounts, Contacts, Leads, and IBOs. Tag columns can be enabled by engaging the customize column functionality. Locate the Tags column and select it for display Tags can be configured to the user’s […]
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 […]
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 […]
There are two ways to delete account(s) within ASPEC. The first is located in the Accounts list view. This is the easiest method to delete single or multiple accounts. Simply select the accounts you wish to remove and click the delete button. The second method of removing a single account from the system is to […]
ASPEC makes it easy to create and modify Account forms. To create a new account simply click the Create>Account button in any listview of ASPEC. Note: This option is not available to users who do not have the right to create Accounts, based on the setting in User Profile. Fig 1: Creating an Account New […]
Suppose you are the database manager for a brick wholesaler. Your firm sells to construction companies and contractors of various sizes. Because your clientele is diverse, each account you create is different. Example #1 gives an instance where a single-level account works best. By contrast, two-level and three-levels accounts are used in Examples #2 and […]
Accounts in ASPEC ASPEC supports a multi-level Account hierarchy. An Account is a logical grouping of people who work for a common organization and, therefore, have shared interests. Usually an Account is designated by a Sales Manager to be targeted by a sales team with a planned. common sales strategy. Administering large Accounts can be […]