Solve360 users have long since enjoyed the benefits of Solve360's integration with Freshbooks, which has allowed them to do the following tasks directly from the Solve360 record:
There are two new features to share with you:
1) Data Sync
Solve360 users can now sync contact data directly from Solve360 to Freshbooks. This feature will help transfer important details between the sales and accounting teams in your business; keeping your customer data fresh and your team 'on the (proverbial) ball".
Activate the sync step:
Map your Solve360 fields to your Freshbooks data:
Then click "Sync" and the data in your Solve360 fields are pushed into your Freshbooks account:
You can sync data from Solve360 contacts, companies and projects to the linked Freshbooks contact and organization.
2) Create a Freshbooks invoice from a Solve360 opportunity
You could always create a Freshbooks invoice directly from the Freshbooks activity from the Solve360 record. You can now create a Freshbooks invoice direclty from the "Track a revenue opportunity" activity and the data within the opportunity will be pushed directly into a new Freshbooks invoice; AKA "Sweet, sweet workflow efficiency!".
Click "Create an invoice" from one of your Solve360 Revenue Opportunity activities. The description and value data will be pushed into a new Freshbooks invoice. Then, you’ll be able to view this invoice in your list of invoices from that contact.
“Archive and “unarchive” options have been added to the toolbar providing a way to archive and unarchive entire sets of records with just a few clicks.
We've expanded Solve360's Google Docs integration so that Google Docs can now be attached to tasks. Hover over the task and <right><click> (Windows), or <ctrl><click> (OSX).
The "Track a revenue opportunity" activity is great way to manage your sales activity and keep an eye on the qualified deals. As with all Solve360 activities, opportunities include a standard set fields, that include a default set of options.
Clients can now customize the opportunity’s Status field options. To do so, your Solve360 administrator opens Solve360 Menu > Customize Form Fields > Editing Opportunity fields > Add a field > Standard fields > Status. The Status field will now appear on the form designer where the field’s label and options can be changed.
The custom status options override the standard ones that are provided by default. The custom status settings are reflected on the opportunity itself, along with the “Report and Update Activities > Show Opportunities managed by” and the Google Apps Revenue Opportunity report. If the custom status field is removed the status options will simply revert to the standard default ones.
Solve360 provides simple ways for third party applications and custom scripts to integrate.
1) Solve360's Application Programming Interface or “API” provides clients and third party application vendors the ability to add, edit, delete and report on data in their Solve360 accounts without having to go through the Solve360 web interface.
With the API, you can integrate Solve360 with your web site and other applications you use and create some pretty spiffy custom reports. This level of customization is provided so you can meet your team’s specific needs and automate as much of your work flow as possible.
2) Webhooks are settings that tell Solve360 to listen for changes made to data in your Solve360 account. When these events occur, Solve360 calls your script or application, which can then run your own custom logic. Hooking is a technique used to alter or augment the behavior of a program without having access to its source code. It solves a broad range of customization needs, such as:
If you’re building an application for many other people to use e.g. iPhone/Android App or integration with another SaaS service, you can use Solve360’s new OAuth Authentication feature.
If you’re working with the Solve360 API you can now sent multiple requests at a time using the new Batch feature.
The Formatted Note editor can embed data from other external websites. Here’s a step-by-step example showing how to display a folder with a list of files from Box.com on a Solve360 Project Blog, Contact, or Company record.
1) Copy the "embed" code for the Box folder.
2) Create a formatted note in Solve360, click the option to "edit source”.
3) Paste the Box embed code into the note, click outside to save it, reply "Yes" to saving an empty note.
Content from the following trusted sites can be embedded: youtube.com, vimeo.com, google.com, smartsheet.com, dropbox.com, box.com, egnyte.com and lucidchart.com. If you have a site that you think should be on that trusted list just let us know.
Google Spreadsheet, YouTube video and a Flickr photo!
With Solve360’s mobile application everything your team knows about a client or project is literally a touch away. The entire history; what’s happening now, what’s planned next, statement of account, team emails and more can be at your fingertips. You’re at-the-ready to answer any question, pursue any idea or opportunity, and update the team - even while waiting for a morning coffee, or picking the kids up from school.
Haven’t we dreamed of a solution like this? Fast forward to today, your business uses a service with no moving parts (no servers, software, IT guy, or excuses); it just works. You essentially carry around a piece of glass that runs forever and does almost everything. Sounds like a scene from Star Trek.
Stand up and do a dance or stick your head out a window and shout! This is stuff worth getting excited about! If you’re not convinced, Louis C.K. has some funny examples for you to consider (worth the jump). Then take a moment to recognize we certainly live and work in exciting times.
We’ve released a major update to the mobile application(s)!
Also, quite recently we added the ability to login to the mobile application using your Google account too!
Imagine the possibilities
You’re en-route to a meeting a client and you get a text informing you that the client record has been updated with new information pertinent to the meeting; you access the mobile app and find the newly uploaded document and comments to get you up to date.
You have agents/personnel out in the field that need to coordinate with each other on a job. An agent marks their task as complete and another agent receives a notification of this and can now get to the next task for that project assigned to them.
A few weeks ago your co-worker simply added a label to a Gmail message in their own account; today another co-worker did the same. You pull up the contact on your iPad and along with the normal contact data you also see those two important messages linked. But they’re not in Solve360!?! …. Or are they It doesn't matter, the data is organized, secure and there when you need it. Another example, a client just paid a Freshbooks or Xero invoice … repeat.
This update replaces the older mobile app and provides a better experience on mobile devices with increased speed and an adaptive User Interface that scales with screen sizes. What this release also means is that we can now develop new iterations faster. We welcome your ideas on how we can continue to make the mobile applications even more useful to you and your team.
To use the free mobile app simple point your device’s browser to http://norada.com > Client login > login > add to your Home screen.
Solve360's integration with Wufoo's form now supports the "Fancypants File Upload" field. It's the first web-form integration that supports this ability!
This allows your website visitors to upload their own profile avatar, files and photos when creating or updating their own records.
Read more about this new feature and Solve360's Wufoo form integration at http://norada.com/answers/training-wufoo.
Last summer we announced a powerful new feature called Webhooks, following-on last fall with a comprehensive set of real-world webhook tutorials which include free code samples for Google App engine and PHP.
We’ve implemented a set of API methods to manage webhooks. The documentation is located at Answers > Solve360 programming reference (API) > Webhook Management.
This new feature enables third party applications to programmatically tell Solve360 that they need to be notified when something changes in Solve360. It enables drag and drop integrations, for example another application can instruct Solve360 to notifiy it when a contact is updated so it can continue the workflow automatically and in real time. While there’s no shiny new “button to push” today, stay tuned while our partners start working with this new capability.