Robb Culp
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Articles
Recent activity by Robb Culp-
Quote Templates
Quote Templates are predefined Quotes with Quote Items. Selecting a quote template will do the following: Take all Quote Template Items and add them as Quote Items to the quote. Once all the Quot...
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Quote Pricing Calculations
Quotes have quote items added to them in which pricing calculations are then updated. Terminology Quote Item (Line Items) Terms Quantity: Number of items. Quantity can be negative. We don't reco...
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Create and Update Quotes
Create and Update Quotes Quotes And Related Items When a quote is created, quote items and attachments can be added. When uploading to the server, we want the Quote and all Quote Items to be create...
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Products
Products All active Products are downloaded during the discovery and synchronization process. This is so Products can be searched for and added even without a stable internet connection. If Produc...
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Payments
In order to collect payments, will need to have an account setup with PaySimple. Setup The organization backend needs to have PaySimple API Username and secrets setup and marked as active. Gene...
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Release Notes
Version 1.32.0 (Next) Updated Lightning Support of Account objects during discovery and synchronization process. Searching Salesforce Classic for Quotes and Sales no longer throws error. Added s...
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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...
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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...
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Internationalization (i18n)
Support for other locales (languages), regions and countries regarding date time formatting and currency. Currently only supports: Language: English, Region: United States
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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...