Featured Questions

Log in and access the Distributors app from your universal navigation menu bar. Create a new distributor or select a distributor you would like to email. Select the “Email” tab foun...more

Log into your Apptivo account and select the User Menu from the top right corner. Here, select Preferences. In the Preferences page, select My Status from the left panel. The My Status...more

By default, your News Feed activity is configured to display the News Feeds in a simple view. To switch to the detailed view, select the User Menu from your Apptivo account. Here, choo...more

This feature of forwarding allows a Gmail user to automatically forward incoming emails from gmail account into Apptivo. Go through the below steps to setup the forwarding process: Step...more

Log into your Apptivo account and go to the Fixed Assets App. In the Fixed Assets App, select the records that are to be updated at a time. Select the Bulk Actions button. Select Upda...more

Simple search Perform a search based on the Supplier in the Fixed Assets App of Apptivo. The records with the added Supplier will be listed. Advanced search Choose the Search dropdown...more

In your Apptivo account, go to the Customers App. Select Settings from the App Header. In the Settings page, select Customize App → List Layouts → Web from the left panel. The List...more

Connect to your Apptivo account and select the App Store from the top right. You will be redirected to the App Store of Apptivo. Select the CRM option from the App Categories. In the ...more

Signup for Nexmo account Go to https://dashboard.nexmo.com/sign-in from your browser. To create a new account, select the Signup option. You will be redirected to the Sign Up page. Add...more

In the Miscellaneous Issue App of your Apptivo account. Select Settings from the App Header. You will be navigated to the Settings page. Choose Miscellaneous Issue→ Warehouses from t...more

In the Move Transactions App, the list of views available is listed in the left navigation panel. To disable a view, select the Settings icon from the App Header. Go to Customize App ...more

In the Miscellaneous Receipt App of Apptivo, users can create two types of Quick Links: Create Links Create Popups Select the Settings icon from the App Header of the Miscellaneous Rece...more

Consider configuring the Report Activity to generate a report on total number of calls logged by the Employees along with the Customer record assigned to them in the Customers App. In y...more

Log in and access the Fixed Assets App from your universal navigation menu bar. Click on the “More” icon and select the Settings icon located at the app header bar. Click on Custom...more

Before viewing the Fixed Assets by Asset Types, check whether the By Asset Types view is enabled by redirecting to Settings → Customize App → Views. You can set the privileges for ...more