Enable Secure Contact Sharing

Posted on 9:17 pm, July 17, 2012 by

If you do not wish all employees to have access to every contact, you will need secure contact sharing. Secure sharing works by assigning contacts to employees or teams, and restricting access so only these assignees can share the contacts. When this mode is enabled, access is still provided to administrators and managers. Anyone who…

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Install & Configure Contact Sharing From G Suite

Posted on 4:02 pm, July 16, 2012 by

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This post will explain how to install the Apptivo Contact Sharing app from the G Suite marketplace, then enable it to sync contacts within your firm. This sequence will allow all contacts to be shared with all employees at once. If you require advanced level permissions, where certain contacts are restricted for some employees, you’ll…

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Properly Uploading Images for an Apptivo eCommerce Website

Posted on 11:13 pm, June 19, 2012 by

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This article will explain how to take the proper steps to re-size and upload your product photos into the Items App. These images can then be published to your Apptivo eCommerce website. We’ll cover the steps to determine what type of image size you need, then we’ll cover the basics of proper re-sizing so the…

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Invoices Overhaul! New PDF Template Builder & Other Invoicing Improvements – June 18th, 2012

Posted on 7:39 pm, June 18, 2012 by

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This week was an invoices extravaganza! We made countless updates to our invoices app to accommodate many new requests from our customers like you! The app has a new refreshed look & feel, many new pieces of functionality, and a new & improve custom PDF template builder. You’ll also notice a fresh look for the…

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Contact Centric CRM Vs. Account or Customer Centric CRM: Which way to go?

Posted on 10:12 pm, June 14, 2012 by

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Most of the early CRMs were contact centric by design, but many that came out in the last decade allow you to tailor the software to your needs. Apptivo allows you to implement either style of CRM, depending on your business requirements. A Contact Record forms the center of the universe in Contact Centric CRM,…

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New Demo Data Installer & Employees 2.0 – June 8, 2012

Posted on 6:24 pm, June 8, 2012 by

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This week we focused on two primary items: helping new users get started, and to improve the experience of Apptivo for the most commonly viewed areas. No major functionality changes we’re done this week, instead, you will notice many minor improvements across the platform. First we have the demo data installer, which was designed to…

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Enabling the Social Enterprise: Apptivo News Feed

Posted on 7:27 pm, May 31, 2012 by

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Every venture investor and entrepreneur will tell you that ideas are cheap. The team that executes on the idea is almost worth half the value of a business. So social aspects of a business management software are extremely key to keep all the team members informed about what is going on in the business. Apptivo’s…

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