Questions by Category: "General"

Yes, you have the ability to make custom attributes created at the header level and line level visible in the PDF template. For that, you need to create the custom attributes in the PDF...more

Views are filters that are easily accessible. Views can be configured and set as per your needs, and also you can view them either by table view or list view. Hide my call logs You can ...more

You can specify a time zone for any of the activities. Activity timing is automatically converted into the selected time zone. This conversion includes all activities such as call log, ...more

If you happen to forget your password, you need not worry. You can reset the password anytime in Apptivo. Steps to reset password Go to the Apptivo login page and click the Forgot Pass...more

Apptivo allows users to integrate Google Maps with their accounts along with the API. It allows you to enable and disable the Google Maps integration as per your business requirements. ...more

You can use the Summary Boxes in Apptivo to add the summary of Count, Sum, and the Average of the data based on the conditions as per your business need. In addition, you can add these ...more

Apptivo allows you to log in or sign up in Apptivo effortlessly with your Xero account. Step to Sign up using Xero ID Go to the Apptivo and click on the login button in the top right c...more

Send your tickets to our teams directly and keep track of them. You could report issues, feedback, and feature requests and have them resolved in a shorter period. This feature is simpl...more

Apptivo offers various login options for quick registration in Apptivo to increase the reliability of a customer sign-up process. With that, you can log in or sign up in Apptivo effortl...more

Apptivo allows you to change your credit card information whenever you want right from the Manage Your Account page. Let’s go through the steps to change the credit card information. ...more

Apptivo supports QuickBooks Online accounting software integration to manage your Apptivo invoices on QuickBooks. You can enable the one-way sync for Apptivo accounts to integrate with ...more

A timesheet is filled by the employees to show how much they have completed on a given task on a given day. It has pre-formatted fields or columns that are used to fill by each and ever...more

The Emails tab allows you to restore the deleted emails. You can perform bulk deletion using the bulk action feature. Once you’ve deleted the emails, you can find them in the “Trash...more

No matter whether you are an existing user or a new user you can always avail of the sales team support and the customer support of Apptivo 24*7. Apptivo’s support enables you to have...more

Apptivo allows you to create only one account with an Email address. You can handle accounts in Apptivo using a single email address. For Instance: Consider you are already using Apptiv...more