Robb Culp
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Recent activity by Robb Culp-
Data Fields
Data Fields Fields Types Boolean Currency Date Datetime MarketSharp: uses the time zone of the company settings. Salesforce: uses the time zone of the current signed in users profile setting of...
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Contacts/Prospects and Search
Search MarketSharp MarketSharp search looks for matching contacts and jobs based on what is typed in the search box. There are filters below the search box that will filter the types of results re...
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App Updates
There are two ways to get updates for the mobile application. One way is to update the application through the App Store for large major updates. The second way is updating from within the applica...
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Files and Attachments
Files and Attachments Attachments Files can be added as Attachments to certain entities like Appointments and Quotes. When files are selected from a media gallery like the Photos app, they can be u...
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File Retention
Users who need access to existing files and generate new files (i.e. quotes) may no longer need access. Files within the app are cleared from the device upon: Signing out of the application. Any c...
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File and image Optimization
File and Image Optimization Displaying images on mobile devices is largely impacted by file size of images. All attachments for Appointments, Quotes, Products are downloaded when they are attempt...
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Document Generation (PDFs)
Document Generation requires an internet connection, no offline mode support. Since the documents are generated on the server and downloaded, there is no way to provide document generation with o...
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Activities and Tasks
MarketSharp Activities are able to be created, viewed, and edited with the mobile application and should be just like the desktop application. For more information on how to add an activity, refer...
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Mobile Setup of Staff and Employees
Mobile Setup of Staff and Employees Users can get to the Staff/Employee directory by going to the global navigation. The people who appear in this view are consider active staff or employees. Staf...
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Navigation And Distances
Navigation and Distances When an Appointment has an address or has been geocoded successfully with a latitude and longitude, a 3rd party app can be used to help navigate to the appointment. When ta...