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  1. improveit! 360
  2. Admin
  3. Configuration

Configuration

  • Creating a Validation Rule (Video)
  • Activating Users
  • Add a Dashboard to the Homepage
  • Add a Field to a Lookup Search Window
  • Add Advanced Filter Options when Editing Campaigns
  • Add Fields to a Related List
  • Add New Result Detail To Result Field
  • Add Not Qualified Count and Not Qualified Reason(s) to Lead Conversion reports (video)
  • Add or Update Type Details
  • Add User to a Public Group
  • Add, Update, or Remove Product Categories
  • Adding a Custom Related List to an improveit360 Object
  • Adding New Field Sets or Sections to an Object
  • Adding New Marketing Sources
  • Bypass Total Price Quoted
  • Calendar Sharing - Full Access To Users, Roles and Public Groups
  • Cannot Edit Profile Disable Enhanced Profile User Interface
  • Change From Address for all Workflow Emails
  • Change Internal Company Logo
  • Change of Address or Property Ownership Change
  • Change Your Business Hours
  • Changing the Source when scheduling an Appointment from the Call Queue
  • Company Information
  • Configure a Mini-Page Layout
  • Create a Custom Formula Field to Calculate Number of Days Between Two Date Fields
  • Create a New Staff Member & Add Them to the Staff Calendar
  • Create A New Subject Line For Events
  • Create a Print/Email Document
  • Create A Public Group
  • Create a Sandbox
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