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 […]
Checking for duplicates Accounts before importing Contacts Sometimes you need a quick way of importing Contacts from various events and you suspect that some of these Contacts already exist in ASPEC. The fastest way to check for duplicates is to use vlookup function in Excel. This function checks if a value from one cell exits […]
The Data Import tool allows to use data from a spreadsheet to automatically create records in the system. Imports can also be used to make mass updates to existing records (Upsert) Steps to perform to import data Open a corresponding record profile in the Customize section of ASPEC Setup Click Import button at the top […]
The Mobile Activity view is available for Administrators of ASPEC Cloud. They can view who logged in, what action was taken and the timestamp. Exporting this information is also available. There is a new analytical page for Mobile Activity. On this page, users can see logins, synchronizations, and a list of mobile users who have […]
The Login Activity view is available for Administrators of ASPEC Cloud. It shows a login history for all users, including name and login timestamp. This data can be exported for detailed analysis. The Login Activity view is available for ASPEC Administrators. It shows a login history for all users, including name and login timestamp. This […]
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 […]
The IBO Activity view is available for Administrators of ASPEC Cloud. It shows all IBO activity for your organization including name, action (save, delete), IBO#, and timestamp. This data can be exported for further analysis. Column Description IBO # The reference number of the IBO that had changed. First Name The first name of the […]
Page workflows mean that one custom dropdown controls what values are shown in another custom dropdown or if a custom section is visible or hidden. ASPEC Administrator can limit the number of Custom Field sections or values in a dropdown Custom Field, based on a value in another Custom Field. Click Settings in the top […]
ASPEC Administrators must configure Quote Profile in Customize/Quote section of ASPEC Setup. In addition to actions common for all Form Profiles (customize Form Layout, perform Import), this Profile is also used to set up a Quote Approval Workflow as well as to upload templates for MS Word Quote Add-In. Fig: Quote Setup First, you need […]
The Products section defines the Products and Product Groups that appear as options in the IBO Form Product Information area. When adding or editing an IBO, users will be able to select from these Products and Product Groups. If “Add New Products On IBO” is checked in Product Fields, users will be able to enter […]