Jason Wallis
- Total activity 161
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Activity overview
Latest activity by Jason Wallis-
Jason Wallis created an article,
Version 1.28 - Released June 22, 2021
Enhancements: Created new process to allow custom emails to be used and triggered in Flows. This will make the process of creating custom emails and specific emails for specific appointment types...
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Jason Wallis created an article,
Version 1.20 - Released December 24, 2020
Enhancements: Exposed the Cancel and Reschedule links on the Appointment Details record so that customers can create their own custom email templates including these links Control landing pages af...
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Jason Wallis created an article,
Version 1.21 - Released January 21, 2021
Bug fixes: Solved issue where certain changes to Salesforce repeating appointments would cause an issue with unavailable times synced into Appointiv Issued a fix for one customer who needed specia...
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Jason Wallis created an article,
Version 1.22 - Released Feb 9, 2021
Enhancements: Speed up loading times on the webform when querying large numbers of existing appointments in the system (>10,000) Added Username tracking on the Service Provider record Bug fixes: ...
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Jason Wallis created an article,
Version 1.26 - Released May 1, 2021
Bug fixes: Fixed an issue in a batch process that updates the notes from customer field on events created before version 1.22 Fixed an issue in a batch process that runs once to pick up previous h...
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Jason Wallis created an article,
Version 1.27 - Released May 14, 2021
NOTICE - if you have cloned or otherwise created your own Permission Sets for Appointiv users, you need to add access to the following new field into your field sets: "DateTime in locationTimeZon...
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Jason Wallis created an article,
How to automatically add video conferencing to Google Calendar events
FYI- this is copied straight from a Google notification email. Wanted to post it here to make it easy for Appointiv/Salesforce administrators to find and set up. If you're using the Salesforce Lig...
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Jason Wallis created an article,
Change the "from" field in the outbound emails from Appointiv/Salesforce
By default, the "from" ID in emails is set as the person who registered the webform. While the emails must still come from one "from" address, you can change this to another person if you would l...
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Jason Wallis created an article,
Set a landing page - control the URL your customers see after they complete the Appointiv webform
You can now determine the URL your customers see after they complete their appointment booking. How cool is that? Not sure? Here are some use-cases. Marketing use-cases Control the next step ...
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Jason Wallis created an article,
Add custom headers with logos and graphics to Appointiv emails
You can add your own custom header to the different Appointiv email templates. What's needed for this? A little bit of HTML knowledge A Salesforce admin access high enough to edit the Email Templa...