Emma at improveit 360
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Articles
Recent activity by Emma at improveit 360-
Common Campaign Structure for Supportworks
See also: Common Campaign Builds which explains more about Filter Criteria, Recall Frequency, Call Limit and Age Limit settings. This structure is specifically for Supportworks package users as it...
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Report on Field Changes
To see tracked changes, the Fields that were changed would need to have been tracked using Field History Tracking on each respective Object (Prospect, Appointment, Sale, etc). Each Parent Object in...
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Salesforce Emails going to Junk post Hyperforce migration
Symptom: We are experiencing issues with notification messages from Salesforce going into users' junk folder. We've reported the messages as not junk, but this continues to occur. Cause: Your ...
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Use a Custom Tile on improveit 360 Go app
The improveit 360 Go mobile app can lead Users to a specific Report or to another important URL within improveit 360 from a Custom Tile on the improveit 360 Go mobile app. Note: This feature is not...
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Combine Sales Rep 1 and Sales Rep 2 metrics in Joined Report
This Article covers a customization which allows you to Report on combined data when a Staff member is listed as Sales Rep 1 on some Appointments and listed as Sales Rep 2 on other Appointments. Th...
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Contractor Nation Report and Dashboard Tips & Tricks
In this 15-minute video we will highlight some of the features of the Contractor Nation Reports and Dashboards package and how to make simple Edits to the Dashboards. We will also cover some system...
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Advanced Admin Training
Bi-annually we host a 4-day remote Training series for Advanced Admin Users. We invite you to dig in and learn about the possibilities of your improveit 360 system! This group Training session cove...
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Angi and improveit 360 Integration Webinar
Angi is one of our top home improvement lead provider partners, connecting homeowners with service professionals for over two and a half decades. Watch our webinar on-demand to learn more about how...
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SalesRabbit Troubleshooting Lead Sources attaching to wrong Prospect
This problem is usually identified when you see numerous Lead Sources and Appointments for one Prospect. When looking at the Lead Comments from Sales Rabbit, you'll notice the Address and details n...
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Report Formula Summary Fields Insert Tool
When working with Report Formulas and trying to copy a formula to a joined Report which uses different Report Types, you may discover that Field Names are slightly different. This will cause an err...