Featured Questions

The 360-degree view tab in Apptivo allows users to view different object that is related to the current item viewed. Now users can view the associated data of the standard ref app and c...more

Recently we have been getting a lot of questions about how to integrate G Suite to the Apptivo Emails app. So you can use G Suite for your business email, which can be set up through th...more

The default value is one of the field properties in Master Layout. This feature allows you to define the default text in the Text Area field which can be modified/updated in the create/...more

You can check the uniqueness of the records to avoid duplication while importing data in Apptivo. Uniqueness check can be performed in the Apptivo apps when you import data. Checking fo...more

Order status lists the orders based on Shipment status. To ship a backorder, you need to increase the units of the items using the Receiving app. Only then the backorders can be shipped...more

Apptivo allows all its users to import their Invoices into Invoices App. With this feature, Users can Bulk import all their invoices into the system in one go. Steps to Import Invoices ...more

Apptivo Leads App has several configuration settings that allow you to adjust the way the app functions. Here you can customize the Data Level Access as per your requirement. That is yo...more

A trigger is a trading rule that performs actions based on an event. Anything that signals an action when an event occurs is a trigger event. Apptivo Triggers allows you to perform auto...more

Apptivo has been allowing customizing and adding an unlimited number of attributes in the Master layout. To enhance the performance, we restrict adding the attributes from the Master La...more

Apptivo provides Grouping attribute option to import the table attribute data. Grouping attribute takes the attribute values and puts them into groups, with each group given a unique na...more

Tasks are a specific itemized work or a single initiative, which can be associated with any number of objects like cases, orders, etc. So these tasks are found in nearly every applicati...more

Views are filtering options, used for presenting particular information based on certain criteria. The custom views created by the user will be listed in the left panel views of the Pro...more

Custom views can allow you to create customized views by defining the criteria as per your requirement. The custom views created by the user will be listed in the left panel views of ca...more

A custom view is a feature that lets you search & filter the list of Work Orders, and then select the columns you want and save the shortcut as a view. This view feature is standard...more