Apptivo Business Continuity Planning

Posted on 5:58 pm, July 23, 2012 by

Many of our customers need to run their business 24/7, hence it is important that Apptivo be available 24/7. Even if our systems go down due to unanticipated outages or large scale disasters we should be able to recover. Apptivo does Business Continuity Planning to ensure that our website is available to customers with minimal…

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Advanced Searching & Reporting, Email Notifications, and Cases 2.0 – July 14th, 2012

Posted on 7:53 am, July 19, 2012 by

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This week we’ve made several notable new features which you can expect to see rolled into all of our apps over the upcoming months. We were focused on four core apps this week: Cases, Opportunities, Estimates, Invoices, and Work Orders. The most important new feature is the addition of advanced search, and custom report generation….

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How to Access Apptivo From G Suite or Gmail

Posted on 12:59 am, July 19, 2012 by

moreapptivo

Apptivo offers direct integration with your G Suite account. Once your G Suite domain administrator has configured an Apptivo app, employees can navigate to Apptivo instantly while viewing their email, contacts, calendar, etc. Before Accessing Apptivo You must have an Apptivo App installed from the G Suite Marketplace. Your Google Account must have proper access…

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Remove Shared Contacts Without Deleting from Google

Posted on 6:16 pm, July 18, 2012 by

remove contacts from

There are many cases where a user may have a business contact shared with their colleagues, but then decide that this contact should no longer be shared. While you have the option to simply delete the contact from Apptivo or Google, this will permanently remove the contact. If you wish to keep this contact available…

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Implementing Service Delivery Process using Apptivo Apps

Posted on 12:30 am, July 18, 2012 by

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Glocial Tech would like to implement the Service Delivery Process starting from a lead, all the way up to getting the payment from the customer. This is for their network installation service. Apptivo certainly has Apps to support this process. The ability and ease with which you can create this integrated flow is what makes…

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Install & Configure Contact Sharing From G Suite

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

Install app

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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Collect Money That’s Yours

Posted on 5:00 am, July 5, 2012 by

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How many times have you felt like you wanted to scream at a late-paying client? We’ve all been there. First few days after the payment is due is okay, but when it comes to be 30, then 60, and maybe even 90 days after due, that is just unacceptable. That’s why Apptivo has made it…

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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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