In the day-to-day world of business, we are continually searching for approaches to enhance our efficiencies and lessen manual work. A Customer Relationship Management (CRM) framework is a sensible decision. Now the question is What is the Right CRM app for my business?”. Apptivo has business apps for just about everything, but how do you…
Posts Tagged: create an account
Allow a Customer to View & Collaborate on Your Projects
There are many scenarios where you may want to keep a customer informed of the status of a specific project in your project management system. Apptivo provides the ability to add third-party customers to specific projects, so they can log in and view project details using their own account. This is great, because it allows…
Collaborate With Classmates on School Projects with Apptivo’s Projects App
Although Apptivo is designed for use in the business world, it’s project management tools translate very well for use in the classroom. The project management software can help you collaborate with fellow students to work on group projects, and easily organize the tasks needed to complete the project, and assign them to the proper persons….
How much customization can I do with the Employees App?
The Question I am managing my employee database using Apptivo, and I would like to see if I can customize the app to better fit my needs. How do I change fields such as work shift, so that I can select from these fields when creating a new employee. The Answer The Employees App has…
Installable Demos – Create Sample Data to Test & Learn Apptivo
What is an installable demo? An installable demo is an Apptivo feature that allows you to automatically create example customers, employees, and projects. This feature is great for new users who are looking to test Apptivo features, or learn how Apptivo can be used for their business. What data is created, can I delete it?…
What business information does Apptivo collect?
The Question: I am very cautious about providing sensitive business information over the web. What information is Apptivo going to collect about my business, and what do I need to provide up-front to create an account? The Answer: Of course, security of your business information should always be a top priority; but there isn’t too…
What personal information does Apptivo collect?
The Question: When registering for an Apptivo account, what personal information do I need to provide? What about my employee information that gets entered? The Answer: Apptivo only requires a few pieces of basic personal information in order to create an account(Sign up) for business. This information includes: First Name Last Name Email Address Password…