Emma at improveit 360
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Recent activity by Emma at improveit 360-
Report Folder Sharing Options
When Folder Sharing is Enabled (see also: Enabling Report and Dashboard Folder Sharing) your Users will have the option to Share Report and Dashboard Folders with Public Groups or select Users. The...
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Report & Dashboard Folder Management - Profile Settings
The settings below can be given or taken away from each User Profile. Keep in mind, Users with the same Profile will be universally affected by changes to the Profile settings. Before changing a Us...
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Enable Staff Accounts & Staff Account Transactions
See also: Enabling Commissions and Setup Commission Rules. Commissions do not automatically show up in a Staff Account. You can turn on this feature by going to Custom Settings> Commission Setting...
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User Profile Settings
Download the attached PDF document which details both the Custom Tab Settings as well as Custom Object Permission settings for each Out-of-the-Box improveit 360 User Profile. Your company's System...
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Video: Global Campaign Defaults
This video discusses how Campaign Default settings will affect the order of Recalls in the Call Queue. The Campaign Defaults is where you will select the priority of each Re-Calls, based on Disposi...
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QuickBooks Troubleshooting Common Sync Errors
Common General QB ErrorsError: QuickBooks found an error when parsing the provided XML text stream.Reason: Special character on either the Prospect record, Sale record or Sale Item record Message: ...
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Why Can't I Schedule a Dashboard to be Emailed?
These are the 3 most common troubleshooting steps to take when a System Administrator user is unable to Schedule the Refresh of a Dashboard. 1. Update the Running User of the Dashboard If you d...
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Emailing Joined Reports
We receive many requests about Emailing a Joined Report from the Salesforce Report Builder. Although you cannot Schedule, Email or Subscribe to a Joined Report, you can create a Dashboard, using Ch...
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Edit your Email Templates (Video)
Follow along with this video or download the attached document and follow along. This Article will guide you in where to find your Email Templates and how to Edit them.
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Lifecycle Email Communications Guide
Every improveit 360 system includes a set of standard Email automations and Email Templates. This Article covers the Enterprise and Professional Edition. The attached document and diagram details w...