Emma at improveit 360
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Articles
Recent activity by Emma at improveit 360-
API Only User preventing access
This Article covers what happens if the API Only User checkbox on the User Profile is checked for the i360 System Administrator. Note: Changes made to the Administrator Profile also impact improvei...
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Formula to exclude Weekend Days Saturday and Sunday
On occasion you may need to exclude Weekend days from a Formula or Workflow Rule Trigger. In this Article we will cover two examples of excluding Weekend days (Saturday and Sunday) from a formula. ...
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Override Visualforce pages to Expose Custom Buttons or Hidden Fields
This Article covers how to edit the web address within a web browser in order to override Visualforce pages and expose Custom Buttons or Hidden Fields. improveit 360 utilizes custom Visualforce Pa...
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Winter '22 Dev1 Release Notes
The Dev1 (Enterprise) Package from improveit 360 includes Call Center Functionality, Commissions calculations and payout tracking as well as Time Block scheduling features like the Appointment Mana...
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Downloading and Using the Salesforce Authenticator App
Downloading and Using the Salesforce Authenticator App When logging into any Salesforce environment (including improveit 360) after Feb 1st 2022, you will be required to download the Salesforce Aut...
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PaySimple Integration Error Resolution
If your system has recently been updated, you may need to create an Integration Settings record in order to access stored payment methods from PaySimple. If you see the following error: "There wa...
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Tracking Crew Time - Clock In / Clock Out from Salesforce App
In improveit 360's Enterprise software package tracking Crew Time is not a standard Out-of-the-Box feature. A custom object can be created in your system to capture Crew Time records. A custom Proc...
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Create a Workflow Rule to Populate a percentage Field based on Product Category
A Workflow Rule can be created to populate a specific percentage or numeric value into a custom field, based on the Product category of the Project. Only System Administrator Users can create Work...
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Validation Rule to prevent Resulting by specific Profiles
You may want to allow Sales Reps to enter Comments on an Appointment or Edit certain Fields on the Appointment, but not be permitted to Result the Appointment. A Validation Rule can be created on ...
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How To create Materials through Component Products and Product Configuration
This Article will guide you through setting up a Component Product as a Product Configuration. We will show how to create Material records for Component Products. This assures that when a Configura...