Set defaults for email notifications in this setup. Individual users can override these settings in their Subscriptions profile, Note: the list of options depends on the edition of ASPEC. Default ON on Overdue Subscriptions: If this option is set then any new user is set to receive notifications about overdue IBOs owned by that user. […]
Individual User Profile Options To add or modify your name, email address, phone number, number format, language or time zone, go to the User Profile page in Setup. Depending on your level of access to ASPEC Cloud configuration, you may not be able to modify all of the settings for yourself. In that case, contact your Administrator […]
Each user has an option to subscribe to the following notifications: Overdue Notifications An Email is sent to the Owner when Opportunity is about to become overdue. The date of the Email is based on the default set up in Email Notifications. 2. New/Reassigned Leads Owners are notified about new or reassigned Leads. 3. Appointments and Tasks […]
Export templates define columns in output files produced by Export action or by reports. Users who are allowed to export data from ASPEC see Export Templates in the Setup sections. Fig 1: Accessing Export Templates Export Templates section is divided into private templates (My Templates) and Shared Templates. Click Add to create a new […]
Organization Profile is the first configuration that ASPEC Administrators should fill out. Fig 1: Organization Profile Organization Profile contains the following section and fields: Section 1: Organization Name: the name of the Organization using ASPEC Organization ID: Reference number assigned automatically Fiscal Year Start Month: The first month of your Organization’s fiscal year. This month […]
It is a common practice that Administrators add fields to the standard Forms to address business requirements that are specific to their Organization. The following Form Profiles in ASPEC Setup contain sections for adding Custom Fields, grouping Custom Fields into Custom Form Layouts. These Form Profiles also contain tools to import related records. Account Contact Interaction […]
[:en]Users can search ASPEC for specific information using listview search criteria (filters). Records that satisfy that criteria are displayed in ASPEC’s listviews. Users with Export/Report rights can export these records in a pertinent format provided by selecting an export template. Report Profiles combine search criteria and export formats as well as provide configurations for the report’s schedule and […]
Each time a new system or a service is sold, you should add Device information to ASPEC Service. As you use Service, you’ll enter Service Information relating to these Devices – Requests, Technical Assessments, Emails, other Interactions and Orders. Click Create button anywhere in ASPEC and select Device. Devices are linked to Accounts and Contacts. […]
[:en] What is Advisor Expert? Consult Advisor Expert if you need extra assistance with a difficult Opportunity (IBO). The Sales Environment Section, visible after clicking ‘Expert’ button, is a tool for gathering and recording information about the strategic aspects of a sales situation. Advisor Expert uses this information to help formulate a sales strategy using […]
Clicking Service takes ASPEC users to the Service module. The service tab is divided into Instruments, Requests, and Orders. Fig: Service section Clicking Devices, Requests and Orders displays sortable and searchable lists. You can also save your search filter settings for future use. General ASPEC Filter capabilities, exports and reports are described in this post. […]