Emma at improveit 360
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Articles
Recent activity by Emma at improveit 360-
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...
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Fields Removed from Managed Report Type
Managed Report Types are installed as part of an Installed Package within the Salesforce environment. Improveit 360 offers several Managed Packages including Professional, Enterprise, Products & Ma...
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Resulting Appointment with 2 Sales Reps Error Resolution
When trying to Result an Appointment with more than one Sales Rep and you have either Appointment Security or Sale Security implemented, your staff might receive the following error message. This i...
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Collection size 1,001 exceeds maximum size of 1,000 Error
The specific error can occur on eLead conversion or within the User Interface when selecting a Source. The first occurrence when an eLead cannot be converted occurs when the eLead data matches more...
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Lead Perfection Light Integration Details and Troubleshooting
Appointment Query Today minus 10 Days = Date Value Appointment Date is 'greater or equal to' Date Value Example: Appointment is set on 1/20/2025 with an Appointment Date of 2/24/2025, this record...
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Speed to Lead Reporting
This customization will allow your company to report on how many Minutes it took from the time a Lead Source is created in the system to the time the Prospect is called from the Call Queue. NOTE: I...