Emma at improveit 360

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Articles

Recent activity by Emma at improveit 360 Recent activity Votes

  • Lookup to Staff from Appointment or Sale

    1. Admin
    2. Configuration

    If you are trying to add an additional Lookup field to the Staff object from the Appointment or Sale object, you may experience an Issue where the Related List of the Staff page is overridden and t...

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  • 30-min Webinars - Quickly Get up to Speed on Select Topics

    1. General
    2. Other Services

    This webinar series known as "Office Hours" was conducted live during Q1, Q2 and Q3 2024. Any of these classes can be re-watched here. Submit a Ticket if you have questions for our team, or would l...

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    • Updated
    • 1 follower
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  • Receipts and Adjustments

    1. Sales
    2. How To

    Receipts and Adjustments are the way in which improveit 360 tracks payments or adjustments made against a Sale. Entering Receipts and Adjustments is the only way to impact the Balance Due field on ...

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    • Updated
    • 1 follower
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  • Fields to populate on a Task in Flow Builder

    1. Admin
    2. Configuration

    When creating a Task record using Flow Builder, it is important to always include the required fields in the resource values you set within the Flow. This ensures that the Flow will not experience ...

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  • Using CASE Function with a Picklist and Nested IF Statement

    1. Admin
    2. Configuration

    Using a Nested IF statement within a CASE Picklist function can allow you to set specific parameters on certain values. In this example, we are creating a Category field to determine the Category o...

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  • Create a Custom Object

    1. Admin
    2. How To

    Objects and Fields are the structure in which data is sorted and stored in improveit 360. Some of the Objects you are already familiar with are: Prospects, Appointments, Sales and Projects. Fields ...

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    • 2 followers
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  • Where can I see Inbound Text messages?

    1. Integrations
    2. Text Messaging
    3. i360 Texting

    This Article covers the places within improveit 360 where your staff can locate and read Inbound Text messages from Prospects.   Inbound Texts Tab The first place to see inbound texts is on the Inb...

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    • Updated
    • 2 followers
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    • 1 vote

  • New Project Button Error

    1. Admin
    2. How To

    If your team can see a button on the Projects Tab list views labeled New Project, this button has been deprecated. The best place to create a new Project is from a Sale record.    Resolution Remo...

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    • Updated
    • 1 follower
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  • Supportworks Release Notes v3.37

    1. General
    2. Announcements

    This Article covers the feature enhancements included in the Supportworks v3.37 package release (a Winter '24 release). Invoice Formatting Enhancement Re-formatted the below highlighted currency va...

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    • Updated
    • 1 follower
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  • improveit 360 Payment Links

    1. Integrations
    2. Payment
    3. PaySimple

    Learn more about this feature from improveit 360 Payments.  See also: Real time Payment Processing with improveit 360 Payments  

    • Emma at improveit 360
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    • 2 followers
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    • 1 vote