Hello there! This week was a big week for CRM, including an overhaul of the contacts, leads, and customers applications. Along with this, we included various small improvements for the Invoices App, and we released the 2.0 version of our Orders App. For CRM, there are several notable improvements that have been included. The best…
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…
The Question: I originally registered for Apptivo using my personal email address but would like to change this so I can log in using my business email. I have already done all of my setup & configuration, so I don’t want to lose my information. Is there a way to change my email address, or…
The Question: I have seen that Apptivo allows you to have your company logo printed onto invoices, but I can’t seem to figure out how. What steps do I need to take to upload my logo and include in all invoices? The Answer: Including your logo on company invoices is actually automatic, once you upload…
The Question: After logging into my account, I see the quick links over on the right side. What am I supposed to do with these, do I create users using the Employees management app or the quick link? Are these links supposed to change from page to page? Any help is appreciated! The Answer: The…
The Question: When I first log in to Apptivo, I see an area called the “Newsfeed”. What is the purpose of this section, and how do I use it? The Answer: Hi there! This activity feed section is available to provide you with insight into what activities are occurring across your entire business. Whenever a…
The Question: So I just signed up for Apptivo, and see about 10 apps available when I log in. I know Apptivo has 50+ free apps, but how do I access them? The Answer: Once logged in, you see the list of available applications in your app dashboard. To customize this list of apps, we’ll…
The Question: I just signed up for Apptivo and keep reading about this “App Dashboard”. What is the App dashboard, how do I access it, and how can I change the apps that appear in my home dashboard? The Answer: The App Dashboard is the list of applications which you have access to, available across…
