Emma at improveit 360
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Articles
Recent activity by Emma at improveit 360-
New Project Button Error
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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Supportworks Release Notes v3.37
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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improveit 360 Payment Links
Learn more about this feature from improveit 360 Payments. See also: Real time Payment Processing with improveit 360 Payments
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MTD and YTD Checkboxes
These custom checkbox fields can be used to determine if an Appointment is taking place during the current Month/Year and is on or before the current day of the year. This allows you to Report on M...
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Release Notes Dev0 package v37.6 Winter '24
This Article covers the bug fixes in the Winter 2024 release from improveit 360. Version 37.6 is rolling out to customers in January 2024. Proximity Search Page URL issue Clicking on Proximity ...
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Project List Views
Every Tab in improveit 360 has a list of associated Views which help you filter the information so you can see the exact information you are looking for. Let's take a look at the out-of-the-box Vi...
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Add Not Qualified Count and Not Qualified Reason(s) to Lead Conversion reports (video)
The Not Qualified information in improveit 360 resides on the Prospect object. However, some customers would like to see the number of Not Qualified leads on their Lead Source Reports. Additionally...
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Guide to Adding a Campaign to an Existing Campaign Structure
As a Call Center Manager, you will want to determine the best Campaign Structure for your business. Maybe dividing Leads into different Campaigns based on where the Leads came from, or maybe divide...
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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...