Robb Culp

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Articles

Recent activity by Robb Culp Recent activity Votes

  • Email Common Issues / SPF settings

    1. Getting Started
    2. New Users

    MarketSharp partners with a company called SendGrid to send e-mails from within our system. The issue of e-mail deliverability arises with SendGrid masquerading as you when sending emails. It is do...

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  • Product Images

    1. Mobile
    2. File Management

    MarketSharp has released a new feature called Product Images that allows you to upload pictures of your products to be used in the new MarketSharp Mobile 2.0 app.    These product images will not s...

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  • Billing Portal Link

    1. Resources
    2. Resources

    You may use the link below to login in to your personal billing portal.  If you do not have a login, please email MNelson@marketsharp.com to receive access.   https://5239681.app.netsuite.com/app/l...

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  • Global Search / Omni Search

    1. Contact Management
    2. Search & Tag

    Global Search / Omni Search   Added in a global search in the top navigation bar to assist with mass searching contacts, inquires, jobs, and addresses. You will find the new global search in the to...

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  • Contact Tab Changes

    1. Contact Management
    2. Data Entry

    MarketSharp has put out an update to the user interface of the system and changed how we display the contact sections.  In the past you would see all 3 sections of the database down the left hand s...

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  • Email Attachments With MarketSharp Email

    1. Contact Management
    2. Data Entry

    MarketSharp has added a new feature that allows you to send attachments to clients via MarketSharp email.    To use this new feature you will need to have MarketSharp email and permissions to use M...

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  • Salesforce Profiles and Permissions

    1. Mobile
    2. Synchronization

    Profile/Permissions A Salesforce user has permissions on what objects, fields and capabilities they have access to. When signing into a Salesforce org with a Profile with limited permissions (such ...

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  • Mobile Offline Mode Support

    1. Mobile
    2. Synchronization

    Applies to: Mobile V3   i360 v3 downloads all data needed to for offline mode support. At times there may be data on the device that has changed that doesn't match the remote resource. Say an appo...

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  • Identity Providers

    1. Mobile
    2. Synchronization

    When a user has an account, password and a license to the mobile app, they must authenticate with an identity provider such as Salesforce. There are scenarios such as two-factor authorization, pass...

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  • Discovery and Synchronization

    1. Mobile
    2. Synchronization

    Discovery and Synchronization   Discovery and Synchronization is the process of identifying what the backend is capable of and the data(s) structure/shapes. Once discovered, the process of downloa...

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