Emma at improveit 360
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Recent activity by Emma at improveit 360-
Login as any User
The System Administrator User has the ability to Login as any Active User. This can be helpful when trying to troubleshoot an issue impacting a single User or a subset of Users (using the same Prof...
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Roofing Package Features, Objects & Fields
This Article highlights the Features, Objects and Fields which comprise improveit 360's Roofing Package. NOTE: This package includes the Products and Materials Add-On Package. The Roofing Package ...
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improveit 360 Installed Packages Diagram
See also: improveit 360 Package Comparisons
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Troubleshooting - Time Block not updating Appointment Start Time
When scheduling an Appointment, improveit 360 can adopt the earliest Time from a Time Block for the Appointment's Start Time by using the following Custom Setting. To enable this feature, navigate...
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Upload Multiple Attachments at One Time
Your desktop improveit 360 Users may want to use a Drag-and-Drop tool to upload multiple Attachments at one time. A custom Formula Hyperlink Field can be added to any Object where multiple Attachme...
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Hide Disregard in Statistics for Mobile Users
If your company is using Disregard in Statistics for a two-step close Sales process, you may not want your Sales Reps to be able to access the Disregard in Statistics checkbox when Resulting Appoin...
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PaySimple - How To Use Payment Forms
Watch this short video from PaySimple to learn more about using Payment Forms:
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PaySimple - How To Process a Payment in improveit 360
How To - Process a PaySimple payment in improveit 360's desktop application
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Troubleshooting One Click Contractor Integration
First, the One Click contractor integration is setup and maintained by One Click. The i360 Administrator profile needs to have this permission checked, which allows the Admin to switch back and fo...
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Enable Disregard in Statistics for Follow-up Appointment Results
First, before enabling this setting, be sure you Understand Disregard in Statistics and the impact this checkbox Field will have on Reporting Count metrics. Also, be aware that ALL Subsequent Appoi...