Emma at improveit 360
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Articles
Recent activity by Emma at improveit 360-
Lightning what are the options?
This Article covers the two options around implementing Salesforce Lightning Experience. The first option is enabling the Salesforce Lightning Experience "skin" in your company's existing Salesforc...
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Using Requested Appointments
improveit 360 allows through the insertion of an eLead record, the creation of Requested Appointments. This allows lead providers to send in an eLead record and have an Appointment record automatic...
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Disable Classic Report Wizard
Some customers who have been with improveit 360 for a long time, may be used to seeing the Report Wizard tool, instead of the Classic Report Builder. The Report Wizard is a tool Salesforce create...
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Formula for Duration and Arrival Window
Duration Creating a formula field to show the Duration of an Appointment or Project Activity based on the Start Date and Time, and the End Date and Time. The output of this formula will be formatt...
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RemodelerGo You do not have access Error
On the RemodelerGo app, if you find that your Users are seeing an error message telling them they do not have access to a specific field. Your Administrator User will need to give Field Level Secur...
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Zapier error Guest Users cannot be record owners
If you are seeing an error in Zapier when sending eLeads into the system that states "Guest Users cannot be record owners" this is likely due to a change made to Guest Site User permissions by Sale...
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Which Search tool should I use?
improveit 360 offers two Search tools. First, the Search and Create tool is intended for searching to find only exact matches. If you know the exact Phone number, Name or Email address, the Search ...
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Calendly Integration Overview
PDF is downloadable at the bottom of this Article. Note: Users will need to keep their third-party Calendar up to date by accepting ics calendar invitations from Salesforce/improveit 360. Calendly ...
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Payment Schedule Fields and Automation
This customization allows the customer to set specific percentages of the Sold Price to be due at various stages of the job. In the example below we will use custom Date Fields based on the Sold On...
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Edit Hyperlinks in HTML Email Templates
In this Article we will cover how to locate specific HTML coded Email Templates within your system and how to update Hyperlinks within HTML. USE CASE: Supportworks recently changed their video hos...