The Dev1 (Enterprise) Package from improveit 360 includes Call Center Functionality, Commissions calculations and payout tracking as well as Time Block scheduling features like the Appointment Manager tool. The Spring 2022 release of improveit 360's Dev1 (Enterprise) Package v27.0 includes 3 bug fixes, and 2 enhancements detailed below.
Call Queue Re-Call AM/PM time switch Bug Fix
Description: When Dispositioning a call in the Call Queue, you may schedule a Re-Call to remind your staff when to call the Prospect again. Previously, switching the scheduled time of the Re-Call from 'AM' to 'PM' did not properly re-calculate and display the duration until the next Re-Call. The below screen shot within the Call Queue shows the bug. 
Replication: Be sure you are calling from a Campaign in which Prompt Suppression is False for one of the Re-Call dispositions (either No Answer, Left Message, or Busy Signal)
Next, go to the Call Queue and Disposition a Call as one of the options in which Prompt Suppression is False (see above screen shot).
Change the Time of the Re-Call and toggle from AM to PM.
Note: The duration in parenthesis should signify the amount of time until the next Re-Call. Change the Call At time, and verify the duration displayed continues to change.
Screen shot of resolved bug:
Commission Selected Amount Calculation Bug Fix
Description: A Staff Member's Staff Account has a 'Ready To Pay' total field that was not auto-calculating correctly when a negative amount was selected.
Replication: Create a Commission record. Set that Commission 'Ready To Pay' field to a negative dollar amount. Click on the Staff Member related to the Commission. Click on their Staff Account
On the Staff Account view screen, select the Commission with a negative dollar amount. Verify that the correct amount is displayed in the 'Selected Amount' field.
Screen shot of resolved bug:
Canadian Locale in Call Queue Bug Fix
Description: When the User's Locale is entered as Canada, the dates in the Call Queue should be order Day/Month/Year instead of the American norm of Month/Day/Year.
Replication: Switch the user's Locale from USA to Canada and ensure that the dates in the Call Queue are reordered. Use the below article for reference.
Re-Call Disposition Error – improveit! 360 (improveit360.com)
Post Install Steps:
- Go to Setup > Customize > User > Fields > field name = user country > Set field level security to Visible for all profiles
- Go to User > Page Layout > make sure 'User Country' field is on the page layout
New Marketing opportunity Fields related to Campaigns
Description: The following fields have been added to the Marketing opportunity Object:
- Campaign Name
- Times Called from Campaign
- Next Re-Call Date
Replication: Ensure all fields are set to Visible. Make sure all fields are in the Field Set.
Post Install Steps:
- Go to Setup > Create > Objects > Marketing Opportunity > field name (choose each of the three (3) fields listed above > Set field level security to Visible for all profiles
- Go to Setup > Create > Objects > Marketing Opportunity > Field Sets > Marketing Opportunity - Information > drag the three (3) new Fields into the Field Set
Screen shot of new Fields on Marketing Opportunity which has been actioned in the Call Queue:
Campaign Member Record Locking
Post Install Steps:
- Setup->Create-> Workflows and Approvals -> Process Automation Settings -> set checkbox 'Enable record locking and unlocking in Apex' as true.
If a record is locked, you will see it is locked to to a specific user. If this is the case, the user must log in as system admin and complete the same process in which the user is trying to accomplish.
i.e. if a user is trying to close a marketing opportunity, log in as system admin and do the exact same.
Note: Records should only be locked if they were locked prior to the update. All new records will not experience locking.
Example of locked record:
Record is locked to a specific user:
