ASPEC Search Filter is a powerful tool for drilling data. It allows to search on criteria related to multiple record types. For example, IBOs can be filtered on conditions in Accounts, Contacts Products, Owners. Often users search on only specific record types and would like to have relevant criteria at the top of the Filter […]
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 […]
[: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 […]
[:en]You can create custom reports to analyze performance and business metrics, diagnose potential issues, or for any other need. All reports are stored in the Report tab. Fig 1: Report tab The tab is divided into 2 following sections: Downloads, containing report and export output files. Clicking on the report or export name downloads the […]
Overview Ardexus Cloud’s global search filter enables the user to sort and find the information they require quickly and easily. The global search has different filters depending on which tab is active. Main Objects in Ardexus Cloud are: Accounts, Sub-Accounts, Contacts, IBOs, Leads and Interactions. The following screenshots display the available filter options that show […]
ASPEC provides several listviews that display all records of a single type like Accounts, Contacts, IBOs and more. Sometimes users want to narrow down the list of records, based on conditions related to that record type or other related records. For example, a Regional Sales Manager may want to examine all Open IBOs, created […]