Jason Wallis
- Total activity 144
- Last activity
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Activity overview
Latest activity by Jason Wallis-
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...
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Jason Wallis created an article,
Version 1.9 - Released August 24, 2019
This release includes major enhancements to the data model. New features included in this release: Appointiv Events are now structured in alignment with native Salesforce Events. A new custom o...
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Jason Wallis commented,
Official comment Hi Andrey, We're investigating it now - It's not possible with just the standard mass update/delete functionality. We're just about to finish testing on the next version 1.10 and we'll see if this...
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Jason Wallis created an article,
Version 1.6 - Released October 2018
New features list: Create separate field sets that can be used to gather input details for different Appointment Types Use different fields via field sets on the internal Admin Create/Edit Appoint...
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Jason Wallis created an article,
Version 1.8 - Released May 16, 2019
New features included in this release: Fix to certain recurring events issue New upgraded ReCaptcha implementation for webform Updated triggers to event update notification emails to Service Provi...
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Jason Wallis commented,
Official comment Hi Andrey- that's a great sounding idea. We don't have plans for that in the roadmap at the moment... It seems like there are a a few different ways to solve it - one very tricky and some a bit ea...
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Jason Wallis created an article,
Config Tab 2: Email Template
Video for this step This is where you manage the emails that Appointiv sends via Salesforce. What emails does Appointiv send? Appointiv automatically sends emails at different points in the bookin...