General Aspire Navigation

01 Apr 2024

General Aspire Navigation

Updated on 01 Apr 2024

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Listed are the navigation capabilities provided throughout the Aspire system.

The Aspire Navigation bar, shown on the right, runs down the left side of the Aspire Desktop interface. It allows access to Aspire's primary operational functions, for which you have been given appropriate permissions.

The Search Aspire option lets you quickly search the system for an entity based on a character and a string they enter.

Character Search Operations

For example, o 1234 will search for an opportunity with 1234 in the opportunity # or the opportunity name. The prefix characters available for the search are:

$ searches invoice batches and invoices
c searches contacts and companies
i searches issues
o or j searches opportunities (jobs)
p searches properties and payments
r searches purchase receipts
t searches ticket

Search String Operations

Aspire will use the entered string to search and return multiple matching entities if the prefix is not specified. This section describes how different object types are searched given the search string provided.

Property: Searches by property name will return related active properties within the branches you can access.

Contact: Searches by the first or last name will return related active contacts. Description information related to a set of API credentials will not be returned.

Company: If you have the View Companies permission assigned to your user role, searching by company name will return related active companies.

Issue: Searches by issue or activity number or the activity subject name will return related active issues within the branches you can access.

Opportunity: Searches by opportunity name or number will return related opportunities within branches you can access.

Invoice Batch: If you have the View Invoicing permission assigned to your user role, searching by invoice batch number will return invoice batches from within your accessible branches.

Invoice: If you have the View Invoicing permission, searching by the invoice number will return related invoices within branches you can access.

Receipt: If you have the Create Receipt permission assigned to your user role, searching by receipt number will return related receipts within branches you can access.

Work Ticket: Searches by the work ticket number will return related work tickets within the branches you can access that haven’t been canceled.

Recent Activity

During your recent login sessions, Aspire tracks many of the primary entities (opportunities, properties, contacts, tasks, calendar items, payments, tickets, invoices, receipts, etc.) you visited. Selecting the Search option also includes a list of your most recent activities so you can return to selected entities quickly. A link at the bottom of the recent activity provides a long list of recently visited entities.

The next set of icons after the Search icon provides access to the various modules within Aspire: Calendar, Contacts, Properties/Companies, Opportunities, Scheduling, Work Tickets, Reports, Invoicing, Purchasing, and Equipment.

The Settings icon provides access to administrative settings, application information, bug reporting, user-specific settings, and system logout.

Aspire Resource Center

Aspire provides a Resource Center, as depicted to the right that provides access to:

Announcements from Aspire related to the product
Alerts - items that require you to take action
Training - tutorials on using Aspire
Knowledge Base - instructional articles describing how to carry out tasks in Aspire
User Guide - (this user guide) is a comprehensive guide detailing Aspire software components
Support - access to the AspireCare team for help with Aspire questions

Alerts

Aspire acknowledges various conditions that require action. When one of these conditions occurs, Aspire displays an orange or red notification bubble over the Resource Center icon. Select the icon to view the issues that need to be resolved.

Aspire Tool Bar

The Aspire Tool Bar can be accessed from Quick Menu, Settings, and by clicking on the Search Aspire bar.

Search All

Quickly search the system for an entity based on a character and a string they enter. For example, “o 1234” will search for an opportunity with 1234 in the opportunity # or the opportunity name. The prefix characters available for the search are:

$ searches invoice batches and invoices
c searches contacts and companies
i searches issues
o or j searches opportunities (jobs)
p searches properties and payments
r searches purchase receipts
t searches ticket

Recent Activity

During your recent login sessions, Aspire tracks many of the primary entities (opportunities, properties, contacts, tasks, calendar items, payments, tickets, invoices, receipts, etc.) you visited. This tile lists your most recent activity so they can quickly return to that entity. Select See all recent activity to see a full list of activity in Aspire. The following items are captured in recent activity in order of what was most recently viewed: Properties, Companies, Contacts, Invoice Batch, Invoice, Payment, Receipt, Equipment, Opportunities, Work Tickets, and Activities.

Menu

Hovering or clicking Quick Menu provides menu options to create a new entity. Depending on privileges assigned to you, this menu provides options to create any of the following: appointment, task, issue, email, contact, property, purchase, payment, credit memo, miscellaneous invoice (available for users with Create Invoice permission), or process electronic payments.

System Settings Menu

This menu displays a pop-out encompassing all system setting options accessed by selecting your contact name. It is displayed at the bottom of the sidebar navigation menu for convenience. Select the menu to access these options:

Greenius only appears if your company uses this LMS with Aspire. Upon selection, it will open in a new window.
The Administration menu is only visible if admin permission is assigned to your user role.
User Settings displays the settings for your user account.
About Aspire allows you to view versioning details and test the connection to the server using the Test Ping button.
Log Out - close application session.

Click outside the pop-up menu or navigate to a different screen to close the menu.

Aspire supports navigation to previously viewed screens by clicking the browser back button.

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Data Entry Date Fields

Table of contents

Aspire Navigation Bar
Aspire Resource Center
Aspire Tool Bar
Browser Navigation Supported

General Aspire Navigation

Aspire Navigation Bar

Character Search Operations

Search String Operations

Recent Activity

Aspire Resource Center

Alerts

Aspire Tool Bar

Browser Navigation Supported

What's Next