Featured Questions

Initial Project creation is as simple as it gets. Although you have the option to go through set up thorough organization and information about every project, only a couple of fields ar...more

Documents If documents were added, deleted, downloaded, emailed, and renamed, you can receive email notifications about actions performed on documents. You can also give priority to the...more

You can create items individually or you can import the list of items into Items App with a CSV spreadsheet file. Steps to Upload Items from a CSV File Log in and access Items App from ...more

Login and access your Apptivo account. Click on the App store on the App header. 
 You will be redirected to the App Store. Here, select the Supply Chain option from the App Categori...more

Bulk Update allows you to update multiple records simultaneously. For instance, you want to edit a couple of invoice templates from one template to another. Instead of changing the layo...more

Apptivo’s Orders app allows customizing the Edit options based on the Order Statuses. You can enable to allow changes access from the Apptivo’s Web version and the action would be a...more

Apptivo apps allow redirecting to the Apptivo’s application directly through the URL links from the web version. With that, you will be directly redirected to the selected record on A...more

Customization is one of the elite functionality of Apptivo apps. You can customize your leads with the Counter attribute to generate the unique number for your leads with the prefix of ...more

Miscellaneous Issue App of Apptivo allows you to create both App tags and Global tags. While the App tags are accessible within your Miscellaneous Issue application, Global tags are acc...more

If you have been using Apptivo CRM for sometime now you would have been aware that by default records can be duplicated. To prevent this you have to enable the commands to avoid duplica...more

The Customers App of Apptivo enables users to set their own criteria to delete a customer profile. When the customer profile matches the condition mentioned, then the delete button will...more

Apptivo provides you the ability to create and send custom created quotes to your clients. It allows you to create a detailed database of an item with its list of raw materials and sub-...more