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

Policies are usually adopted by organizations to follow a course if action. We have formulated password policies for Apptivo, which enriches the security setting of the company. Passwor...more

Apptivo Purchase Orders App gives you the ability to perform specified actions to more than one purchase order simultaneously. These bulk actions are available in almost all the list vi...more

A big concern over acquiring and retaining customers has secured email deliverability. So utmost care is necessary to prevent your emails from being landed in the Spam or Junk folders o...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

Email Deliverability enables and verifies the ownership of your sending domains. You’ll need to add SPF and DKIM records. An email will not be sent from the domain without valid SPF a...more

The view feature is standard, but the views can filter & display any custom fields that you have configured for your business in the Purchase Orders App. Some default views are prov...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

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

Apptivo Newsfeed is the constant update of happenings which is used to display the current activities. We have a brand new update on Newsfeed as side panel view that is supported in Est...more

If you have got a supplier who pays the same amount every month, all you need to do is, create or set-up a Recurring Supplier Invoice. Note: If you create a Recurring Supplier Invoice f...more

Projects app allows you to export projects into a spreadsheet. Additionally, you can also export the current fields and even with all attributes. Steps to export projects Log in and acc...more

The simple version of the Employees App is specifically designed for our G Suite Contacts Sharing feature. This version of the app has a basic grid layout to display each user and allow...more

The Send button in Estimates/Invoices is displayed as “Create & Email” and “Email Invoice” respectively and this works as Email functionality. In free and trial accounts, th...more