Emma at improveit 360
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Recent activity by Emma at improveit 360-
Official comment Hi Tom, This is precisely what the 'Notes' feature does. From any page, hover over "Notes and Attachments", then click the New Note button. Enter the details of the Note: In my example, I've enter...
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Official comment Hi Erin, With regard to improveit 360's Search and Create tool, the tool will clear the fields each time you click the Go! button. There is also a Clear button for the Search and Create Tool: T...
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Official comment Hi Erin, thank you for your post. On the Home page of improveit 360 you can always see your most recently viewed records in the Recent Items section on the lower left side of the page: If your Si...
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Ty, if you would like to prevent Users from editing Projects, you can change the Custom Object Permission settings for their User Profile. Here is a video to guide you: Admin > Edit User Profiles T...
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Official comment The System Administrator User can "lock" or Freeze any User, preventing them from logging in. Only the Admin User will be able to UnFreeze the User to restore their access. However, freezing the ...
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Official comment Our team can typically create a customization to display any desired text in a custom field which displays on the Staff Calendar (limit of 255 Characters), here is more info about this customizatio...
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Official comment Hi Tiffany, Great question! The Prospect Email WS Field is used for sending automated Emails to the Prospect. This Field may or may not be populated depending upon if their Project meets the Workfl...
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Juliana, Product Categories on the Settings Tab cannot be Edited, they will need to be Removed and the new desired Value Added. The "Product Category" picklist Fields on certain Objects can be Edit...
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The Production Grid columns can be added to by adding Fields to the "Production Grid Fields" Field Set. You will need to be the Admin User to make this change. If you are not familiar with adding F...