Featured Questions

Apptivo provides the standard plans to use the upgraded features of Apptivo at any time to enable the add-on features that are not available on the trial plan. Apptivo allows you to upg...more

Bills of materials (BOM) are the list of raw materials that can be added to the item/product. It allows you to create and configure the item prices on the BOM class and choices. In addi...more

Apptivo allows you to upgrade or downgrade your plan at any time as per your preferences. Click here to know the latest pricing plan from Apptivo. Let’s go through the steps to upgrad...more

The Google Maps integration in Apptivo allows you to view in the Map View. While viewing the addresses in the Map View in a particular application, you can determine the attributes that...more

Call notifications are alerts that are sent to the user of the Apptivo CRM application. You will be getting notifications on the Newsfeed as well as the email whenever the call log is c...more

The Outgoing Metrics option of the Contact Center App allows users to obtain information on the calls placed by your users. You can generate a detailed report on the total outgoing call...more

The Number Metrics Report of the Contact Center App provides a detailed description of the calls handled based on employees. The bar chart itself highlights the performance metrics of e...more

Purchase Orders App allows you to configure the collaboration in your own way. This will secure the common activities tabs in each object, based on the access privilege. Steps to Config...more

Tags in Purchase Orders App allows you to easily group your created Purchase Orders according to your own preferences by giving it a label. This helps you to easily filter the specific ...more

The Requirements App of Apptivo is a flexible tool that enables users to easily customize the app page as per their requirements. Users can also change their default home page from the ...more

Login and access the Customers app from the Universal Menu. Click on the More(...) icon and select the Settings. In the Settings section, click on the Customers and select the Scope. ...more

Login and access the Contacts App from the universal menu. Click on the More(...) icon and select the settings. In the Settings page, click on the contacts and select the Scope. You c...more

Estimates app in Apptivo allows you to customize the estimate templates with the Esign attributes. Through that, you can send you estimates for eSigning purposes with the customized att...more

The Contact Center App of Apptivo enables you to set customized call paths for the incoming calls according to your business needs. This will prevent multiple call routing and ensure an...more

Apptivo’s ASNs App allows you to change the view of the Default Home Page. In the Views function, you can customize the views of the Default Home Page View and the Left Panel views. S...more