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 […]
Contact listview was designed to display all or selected Contacts. It can be accessed from anywhere in ASPEC by clicking the Contacts tab. Fig: Contacts listview The listview has the following actions: Create: Click “Create” to create a new Contact, or any other record Delete: Delete contacts by selecting the account and clicking “Delete”. Merge: Merge contacts […]
Add, Activate or Modify User Accounts, User Privileges and Location Settings To add or modify a name, email address, phone number, number format, language or time zone, go to the Users page in Setup. From here you can see all active and inactive users currently available. At the top you will see the total number of Licenses […]
The Manage Roles section is used to create a hierarchy of sales territories, channels, or any other type of hierarchy structure that your organization requires. The example below illustrates roles as sales territories, but the names and structure can be fully tailored to any organization or sales channel. Examples of possible hierarchies are sales territories, product […]
Once roles have been created in Roles, they can be assigned to your users in Assign Roles. Users will only be able to see their own IBOs and IBOs that belong to other users at, or below, their role in the hierarchy. See the example in Roles. Users who have been given Administrator Access in Users will always have access to […]
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 […]