Emma at improveit 360
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Recent activity by Emma at improveit 360-
Campaign Member List View Limitations
Most objects within improveit 360 allow all Users to create and edit List Views for that object. However, the Campaign Members object has a limitation. Only Salesforce licenses (not Salesforce P...
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ArcSite and improveit 360 Integration
The video below shows a brief demonstration of the ArcSite and improveit 360 Integration for uploading documents, CAD drawings, and signed Proposals from ArcSite to improveit 360. Please open a...
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QuickBooks Integration
See also: QuickBooks Sync Field Mapping Guide See also: QuickBooks Online FAQs
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QuickBooks Desktop Sync - Integration Field Mapping Details
The QuickBooks desktop Sync tool is a one-way push from improveit 360 to QuickBooks desktop. NOTE: Data does NOT get updated in improveit 360 if changes are made to QuickBooks. A list of fields an...
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Podium Integration
Podium is a communication platform for businesses to communicate with their customers quickly and efficiently via text messages. This may include notifications or surveys sent through Podium. impro...
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Webinar Series for Enterprise package Users
These 1-Hour sessions are tailored to customers on the Enterprise software package Note: These sessions cover the Enterprise software package. Supportworks and Contractor Nation dealers may also fi...
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Embed a Logo in an HTML Document Template
Typically, your Company Logo can be changed on the Documents Tab by simply clicking Replace Document on the Company Logo file and uploading a new image file. However, sometimes the Company Logo is ...
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How To Display Staff Capacity and Best At Selling on Staff Calendar
This simple customization allows users to see more information about a Staff member by hovering over their name on the left side of the Staff Calendar. Only a System Administrator User will be able...
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Enable Market Segment Filter on the Staff Calendar
If your company uses Market Segments to separate your database of leads into geographic areas, you will likely want to sort your Staff members on the Calendar by Market Segment. There two places to...
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Disable RRP (Lead Paint) Compliance and Remove RRP Section from Project page
Businesses who do not need to track Lead Safe Work Practices including RRP Compliance can Disable this feature in improveit 360. Only the System Administrator User at each organization will be able...