Featured Questions

Access Level security gives the System Administrator (Super-User) the ability to restrict the access level and set up View/Edit access to his/her employees. Thus, the secondary level us...more

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

Gantt Chart dashboard allows you to view the entire project and their milestone and task on a single page. Project Gantt chart presents particulars about milestones, tasks, dependencies...more

Recurring invoice is flexible, letting you decide whether invoices are emailed out automatically. Send an invoice to your customers on a regular interval for the same amount of product/...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

A campaign can be re-launched by clicking on the “Re-launch” button in the Targets tab. Select the preferred campaign to be re-launched. Click on the “Re-launch” button present...more

The sorting feature in Apptivo invoicing software allows you to sort the views in either ascending or descending order. This can be customized with the criteria. You can sort the views ...more

Master Layout is the common feature in all apps. These are like business attributes which supports you to customize your business with custom fields. One of the important and useful cus...more

Apptivo offers automatic two-way sync, providing enhanced productivity for business people, enabling data synchronization between Apptivo and Office 365. Different applications usually ...more

Importing data from CSV is a feature that is available in Apptivo Apps such as  Contacts, Customers, Opportunities, and Leads. This feature allows you to import mass information into t...more

The aim of Apptivo CRM is to reduce the manual work while creating, updating or deleting records. Consider a situation where you want to import the records into Contacts App. Also while...more

Apptivo Add-on for Gmail allows you to view and create Contact, Customer, Lead, Supplier, Case, and Opportunity. You can also Associate emails to Apptivo. Each time you open an email, y...more

You can now create recurring/repetitive tasks in Apptivo and sync it with the Google Calendar. This reduces your work of scheduling a task each time. You can plan the tasks daily, weekl...more

Auto-capturing the ISD code while filling the phone or mobile numbers for that specific country filled in the address field. When a customer fills the phone numbers ISD code for that pa...more

The Overview page gives a complete overview of the records. The default screen that comes up once a record is accessed will be the overview page of the specific record. The overview pag...more