Jason Wallis
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Recent activity by Jason Wallis-
Install Step 3: Permission sets - assign Users as Admins, Service Providers or both
This may be complicated if you're completely new to Salesforce administration but will be easy for those with some experience. The next step in the Appontiv installation process that absolutely h...
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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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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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Install Step 4: Click the "Register Me" Button
After you've completed installing the app, registering users and giving users permission sets, it's time to click the "Register Me" button which completes the technical app set up and makes it so t...
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Admin Configuration step-by-step guide
Welcome Appointiv Administrator! We built the app to be very flexible and handle customer requirements across a variety of industries and use-cases. The Configure section is where you customize t...
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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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Visualforce List Feature: Add lists for upcoming and historical Appointiv appointments to your Contact, Person Account and Lead page layouts
Appointiv appointments are created as Salesforce Calendar Events. As such, they appear in the Activity section of your Contact and Lead views. That area can get quite busy so in order to highligh...
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Config Tab 1. Application Settings
Video for this step Ok so you're the lucky one who is administering Appointiv and will make all the configuration changes - but- you might not be the same person who did all the previous steps lik...
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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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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...