Featured Questions

The Apptivo 360-degree view is mainly used to view the association of the current record with records present in other applications. Steps to view from Android Estimates app Login in ac...more

Apptivo apps allow you to view the standard performance dashboard from your android application. You can create and customize the Dashboard from your web application. Click Here to know...more

In the Work Orders app, you can customize the layout of the table view according to your business requirements. In addition, you can customize the layout view of the Mobile as the Mobil...more

In the Suppliers app, you can customize the layout of the table view according to your business requirements. In addition, you can customize the layout view of the Mobile using the Mobi...more

Orders App allows you to create your own custom templates to generate PDF versions of your Orders created. The customization can be done according to your business requirements. Steps T...more

In the Suppliers App, these Reports are generated on the basis of activities like tasks, call logs, Follow-Ups, and emails. Steps to Generate Reports of Suppliers Activities Log in and ...more

You can also customize the PDF as per your preferences. Here, the steps to enable Serial Number in the Work Orders both in the Overview and the Print PDF pages. Steps to include Serial ...more

Login and access the Leads app from the universal menu. Click on the More(...) icon and select Settings. From the Settings page, click on the Leads and select Conversion. On the conver...more

Email Templates allow you to set up pre-defined messages. These are customized email messages that you can send to your customers. Steps to create Email Template Login and access the AS...more

Tags are nothing but labels with one or two words, which will associate with most of the marketing records, to organize the data in a personalized way. It allows the user to group recor...more

Tags are nothing but labels. They help you organize your customers into specified groups. You can add multiple tags to your ASNs. Steps to Apply Tags to your Customer Log in and access ...more

Default 360 App is a prominent feature of Apptivo CRM. It allows the user a bird's eye view of his homepage. When you configure the 360 degrees App, it allows you to select an app you w...more

Email or message templates allow the user to send emails to the leads, and contacts using predefined templates. Email Templates allow you to set up pre-defined messages. These are custo...more

In the Work Orders App, you can generate the work order number automatically by customizing the settings. However, you can also enter the Work Orders number manually. Let’s go through...more