The improveit 360 Go mobile app can lead Users to a specific Report or to another important URL within improveit 360 from a Custom Tile on the improveit 360 Go mobile app. Note: This feature is not available with the RemodelerGo mobile app. This Article covers how to setup a Custom Tile and set the appropriate URL so Users can navigate to your specific URL from the improveit 360 Go mobile app.
In this example, we want to allow our Mobile Users to navigate to the Sales Efficiency by Rep report from the Home page of the improveit 360 Go mobile app.
Note: Only System Administrators can make this change within the system.
First, navigate to the Report you want Users to have quick access to, and copy the URL of the Report. Use Notepad or similar application to paste and keep the URL handy.
Next, navigate to the Setup menu
In the QuickFind locate the Custom Settings menu
Then navigate to Public System Settings and click Manage, then click Edit
Complete the following fields:
- Mobile Custom Tile Icon
- Mobile Custom Tile Name
- Mobile Custom Tile URL
In the Mobile Custom Tile Name field enter the Name as you'd like it to appear on the Tile, in this example I used "Sales Report".
Paste the URL you've copied from the Report into the Mobile Custom Tile URL field.
Here is what the fields would look like when populated:
Here is what the Tile looks like on the improveit 360 Go mobile app when finished:
When we tap on the Tile, the app will refresh and display the Report from your mobile device:
Click Done to return to the Home page of the App.