Emma at improveit 360
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Articles
Recent activity by Emma at improveit 360-
Home Depot integration Troubleshooting
In order to better troubleshoot the Home Depot integration, you will need to see the Fields being populated by incoming Home Depot data. The Prospect object has Home Depot specific fields (beginn...
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Remove the ics calendar file from a Staff Email Template
Sometimes companies do not want their Sales Reps to receive an .ics calendar file when sending Appointment confirmation emails. The Settings Tab does not allow you to disable the ics file. If you s...
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General System Audit Checklist
Admins who are looking for a list of items to evaluate for system best practices can follow along with the checklist below. Sources Check that all eLead site Guest Users have the 4 Sharing Rules...
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Campaign Error caused by Orphaned Campaign Member
A common issue that can arise in the Call Queue is an error caused by a Campaign Member with a Re-Call becoming disconnected from their related Prospect or the Marketing Opportunity. The error you ...
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Document Templates
This Article covers where to find your Document Templates in improveit 360, how to download your Document Template in an HTML format, and make changes to the Document and re-upload your Document Te...
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DNC Waiver Fields on the Prospect page
improveit 360 has deprecated all DNC List functionality as well as Waiver Start and End dates impacting the Call Queue. The below fields are remaining from a past deprecated feature. The Prospect h...
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TreeHouse Integration
improveit 360 can receive electronic leads from TreeHouse. There may be additional features offered by TreeHouse such as surveys, this integration covers only Lead data.
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Google Chrome Extension for additional Salesforce Dashboard features
Although improveit 360 does not provide any enhancements or additional functionality around native Salesforce Reports and Dashboards, there are other tools which can. Enhance Salesforce Dashboar...
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Related List Settings for Materials
Related List Settings can differ between software packages and objects. This Article covers the correct API Names for Related List settings in both the Supportworks and Products and Materials packa...
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Proximity Search Troubleshooting
improveit 360 has made significant enhancements to the Proximity Search or Search Nearby feature available from the Prospect page and Appointment page. Below are screen shots of the new feature. ...