Robb Culp

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Recent activity by Robb Culp Recent activity Votes
  • Versioning

    History i360 Sales Rep (2012-2014) was version 1 i360 Go (2015-2020) was version 2 New mobile app is version 3. Versioning  There are multiple ways to determine the version of the app. The versi...

  • User Preferences

    User Preferences Users can determine how the app behaves by going to Menu > Settings > User Preferences Options Default Tax Rate When creating a new quote, the tax rate to be applied to the quote...

  • Internationalization (i18n)

    Support for other locales (languages), regions and countries regarding date time formatting and currency. Currently only supports: Language: English, Region: United States

  • Feedback

    Users can leave feedback in the application in order to capture issues or improvements. A 1-5 rating can be left as well as free form text. The feedback is sent and reviewed by the product team. A...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...