Featured Questions

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

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

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 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

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

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

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

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

The purpose of the report is to get the data from the Contacts across the enterprise. The data in reports can be fetched as per the criteria. In Criteria, the attribute from the contact...more

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

Our normal “Duplication Rules” feature would address this requirement if we were using a single firm. As we have multiple firms, these duplications are made available across the mul...more